Prices via Intrinio. Supplier and customer ties are extracted from SEC filings and carry the sentence they came from. Not investment advice.
Prices via Intrinio. Supplier and customer ties are extracted from SEC filings and carry the sentence they came from. Not investment advice.
Waldencast plc
Price, suppliers and customers from SEC filings, institutional ownership and the next report.
Nasdaq · Perfumes, Cosmetics & Other Toilet Preparations
Prev close 1.16 · gapped below the open, never looked back. High/low 1.16 at 3:30 pm ET, 1.10 at 11:30 am ET.
Sources
sec edgar · verbatim disclosureEach tie, with the sentence that disclosed it. Open a row for the wording and the filing it came from.
“In particular, Croma Pharma GmbH is the sole manufacturer of the Saypha ® injectables distributed by Obagi Medical.”
FILING20-F0001840199-26-000019cik 0001840199
“Under the terms of the Trademark Transfer Agreement, the Company sold, assigned, and irrevocably transferred to Rohto the sole and exclusive ownership of certain specified trademarks related to the "Obagi" brand registered with the Japan Patent Office and World Intellectual Property Organization for Japan (the "Obagi Japan Trademarks"), along with the perpetual license and distribution rights related to such Obagi Japan Trademarks in Japan (collectively, the "Acquired Rights").”
FILING20-F0001840199-26-000019cik 0001840199
“The China Supply Agreement envisaged a transition period during which Obagi Hong Kong would purchase products directly from Obagi Medical.”
FILING20-F0001840199-26-000019cik 0001840199
“Milk Makeup subleases from Milk Studios Los Angeles LLC certain space in Los Angeles, CA, on a month-to-month basis.”
FILING20-F0001840199-26-000019cik 0001840199
“The loss of Sephora, Ulta Beauty, or other key distributors, or a material decrease in sales to such partners, could adversely affect Milk Makeup's business, financial condition, and results of operations.”
FILING20-F0001840199-26-000019cik 0001840199
“The Company generates royalty revenue from products in China by Obagi Hong Kong and until November 2025 in Japan through a strategic licensing agreement with Rohto, a Japanese pharmaceutical manufacturer and distributor that sells a series of OTC and cosmetic products under the Obagi Medical brand name in the Japanese retail skincare channels.”
FILING20-F0001840199-26-000019cik 0001840199
“The loss of Sephora, Ulta Beauty, or other key distributors, or a material decrease in sales to such partners, could adversely affect Milk Makeup's business, financial condition, and results of operations.”
FILING20-F0001840199-26-000019cik 0001840199
“We accept payments from our consumers using a variety of methods, including online payments with credit cards and debit cards issued by major banks, payments made with gift cards processed by third-party providers and payment through third-party online payment platforms such as Afterpay.”
FILING20-F0001840199-26-000019cik 0001840199
“Outstanding warrants to purchase an aggregate of 29,533,282 Class A ordinary shares are exercisable in accordance with the terms of the Warrant Agreement, dated March 15, 2021, between Waldencast Acquisition Corp. and Continental Stock Transfer & Trust Company, as amended on December I, 2022, by and among Waldencast plc (f/k/a Waldencast Acquisition Corp.), Continental Stock Transfer & Trust Company and American Stock Transfer & Trust Company LLC (the "Warrant Agreement") governing those securities at an exercise price of $11.50 per share.”
FILING20-F0001840199-26-000019cik 0001840199
“Outstanding warrants to purchase an aggregate of 29,533,282 Class A ordinary shares are exercisable in accordance with the terms of the Warrant Agreement, dated March 15, 2021, between Waldencast Acquisition Corp. and Continental Stock Transfer & Trust Company, as amended on December I, 2022, by and among Waldencast plc (f/k/a Waldencast Acquisition Corp.), Continental Stock Transfer & Trust Company and American Stock Transfer & Trust Company LLC (the "Warrant Agreement") governing those securities at an exercise price of $11.50 per share.”
FILING20-F0001840199-26-000019cik 0001840199
“Milk Makeup also receives certain services from an employee of Milk Studios.”
FILING20-F0001840199-26-000019cik 0001840199
“During the year ended December 31, 2025, there was no revenue or related cost of goods sold generated from supplying products to the Obagi China Business.”
FILING20-F0001840199-26-000019cik 0001840199
“Under the Supply Agreement, the Company supplies or causes to be supplied through certain Obagi CMOs products for distribution and sale in the China Region by the Obagi China Business.”
FILING20-F0001840199-26-000019cik 0001840199
“On July 22, 2025, the Company acquired 100 % of the equity interests of Novaestiq Corp. ("Novaestiq"), which holds exclusive U.S. distribution rights for certain Saypha ® dermal filler products under an amended Market Development Agreement with Croma-Pharma GmbH ("Croma").”
FILING20-F0001840199-26-000019cik 0001840199
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Waldencast plc has 8 disclosed suppliers and 6 disclosed customers. Each one is named in an SEC filing, either Waldencast plc’s own annual report or the counterparty’s, and carries the sentence that discloses it.
WALD (Waldencast plc) has 8 disclosed suppliers and 6 disclosed customers, strongest disclosure first.
Suppliers:
Customers:
Select a tie for the filing sentence that discloses it; select again to open the company. Lines are disclosed suppliers and customers, coloured by industry; the closer to the centre, the more the filings disclose. A dot is green or red by today’s move. Extended: satellites hang off single companies, not bundled sectors.
Largest move on the map today: ULTA −0.82%, in consumer.