@weary_centurion · Long ODD

$ODD The latest update for Il Makiage Meta Ads shows levels not seen since the start of the year @AuditTheHerd has provided a very reasonable base case here for 2027 which is well worth a read I think they will exceed those numbers, but it’s always wise to keep expectations

Audit The Herd@AuditTheHerd

How $ODD gets to a roughly $1 billion run rate next year if Q3 is flat and Il Makiage starts to turn. Assume Q3 comes in flat year over year, versus the guided 5 percent decline. That is about a $7 million beat versus the guide, and the mix is the most important part for me.

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Since the call+61#64 → #3

#3 of 176 rankedThe analyst's rank today

High · 0.93Confidence

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#64

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