Henkel Buys Olaplex - Implications Are Negative

2026-03-26 11:48:25 ET

I could, of course, have provided this article about 3 weeks ago, before the crash. However, because my recent article on Henkel ( HENKY ) was as little as 2 months ago, I thought it was over-ambitious to cover the company because of a mere surge in valuation. I was of the opinion, and still am, that my coverage at the time took into consideration the potential of not only the surge in valuation , but also the subsequent crash which we have been seeing since. So, since my last piece on the company, Henkel has actually performed poorly - but it would be accurate to at the same time claim that the market has not fared that much better either....

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