NasdaqGM:ODDPersonal Products
Oddity Tech (ODD) Is Down 8.7% After Il Makiage Slowdown Jitters And MethodIQ Spend Concerns
In its Q4 2025 investor letter, Baron Small Cap Fund cited Oddity Tech as a leading detractor, pointing to investor concerns about potential category weakness and signs of a slowdown at flagship brand Il Makiage based on industry commentary and credit card data.
At the same time, Oddity Tech’s upcoming launch of its third platform, MethodIQ, introduces meaningful upfront marketing costs and added uncertainty to its financial profile.
We’ll now examine how concerns about Il Makiage’s...