Oddity Tech Thesis

Oddity is a direct-to-consumer (D2C) beauty and wellness platform that uses AI to personalize product recommendations. Its moat is its massive dataset of user preferences, collected through online quizzes and computer vision analysis, which powers its product development and marketing. The growth driver is the launch of new brands and expansion into new wellness categories. The investment thesis is that Oddity's data-driven approach can disrupt the traditional beauty industry by creating better products and a more personalized customer experience.