Waldencast PLC (NASDAQ:WALD) is scheduled to report its first-quarter results on May 13, after the market close.

The company is likely to miss margin and earnings expectations, according to Telsey Advisory Group.

The Waldencast Analyst: Analyst Dana Telsey maintained an Outperform rating and price of $5.

The Waldencast Thesis: The company could report in-line sales, but adjusted EBITDA of $8.2 million, missing current consensus of $10.3 million, due to margin of 12.0% coming in below expectations of 15.1%, Telsey said in the note.

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"Within the topline, we look for 14% YoY growth at Obagi and a 13% YoY decline at Milk," she added.

Revenue growth was projected to be flat year-on-year due to "challenging prior year compare and retail partner inventory adjustments," the analyst stated.

Waldencast expects revenue growth to gain momentum as the year progresses, "driven by its innovation pipeline and continued distribution expansion, including the launch of Milk Makeup in Ulta Beauty stores in 1Q25," she wrote.

Waldencast is likely to have relatively less exposure to tariffs than its peers, Telsey further stated.

WALD Price Action: Shares of Waldencast had tanked by 2.55% to $2.65 at the time of publication on Tuesday.

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