The following is excerpted from the question-and-answer section of the transcript.
(Questions from industry analysts are provided in full, but answers are omitted - download the transcript to see the full question-and-answer session)
Question: Yusuf Patel - Truist Securities - Analyst
: Thank you very much and good morning. Also so congrats on a very solid quarter, especially considering the macro guys. I have two quick questions
one on international or on I think just as a follow up to your comments.
How much of a, of a, of lift the international contribution to the quarter because it was really only on the last earnings call that you guys started
talking about maybe accelerating an international spoiled child now, starting to be expanded into international markets and, secondarily. The FTC
recently passed the click to cancel rule. I was wondering how you guys are thinking about that as potentially impacting the business or not.
Thank you very much.
Question: Yusuf Patel - Truist Securities - Analyst
: Okay, that's super helpful thank you and congrats again.
Question: Mark Mahaney - Evercore ISI's - Analyst
: Okay, thanks. I think, Lindsay, you talked a little bit about the gross margins. Could you just double click on that a little bit more and. The biggest
factors that are causing gross margins to rise, where do you think they can go? Is it, has something changed in how you think about where your
gross margins can go over the next 3 to 5 years, just what efficiencies you've been able to ring out, or is it just scale that's allowed those gross
margins to rise?
Thank you.
Question: Mark Mahaney - Evercore ISI's - Analyst
: Thank you very much.
Question: Corey Carpenter - JP Morgan - Analyst
: Thank you. Good morning. I had to excuse me, on brand 3, or on, you mentioned you're more excited than ever to see it live. Could you just expand
on what you're seeing? I think last quarter you said you had 100 test groups that were in action.
And then secondly, Lindsay on tariffs, thank you for the, gross margin quantification. Could you just talk about the levels of tariffs, maybe specifically
that you're assuming that's embedded in that guidance.
Thank you.
Question: Corey Carpenter - JP Morgan - Analyst
: Yes.
Question: Corey Carpenter - JP Morgan - Analyst
: That's thank you.
Question: Andrew Boon - Citizens - Analyst
: Thanks so much for taking the question. Lindsey, I wanted to ask about [SGNA]. Is there any way that you can pull back the curtain and help us
maybe understand the advertising component of [SGNA] and kind of the growth that you saw maybe year over year? Additionally, I would love to
understand also the efficiency of the advertising spend.
I think at IPO you guys were targeting kind of a [3X]12 month payback period. Can you just update us on where you are today on that? That would
be helpful. And then Ron within your prepared comments, it sounded like you talked about the potential optionality within having now a telehealth
infrastructure platform. Can you speak to that? What else may be possible as you guys do have now a wider kind of infrastructure base for future
brands? Thanks so much.
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APRIL 30, 2025 / 12:30PM, ODD.OQ - Q1 2025 Oddity Tech Ltd Earnings Call
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