Beauty Health Co
NASDAQ:SKIN

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Beauty Health Co Logo
Beauty Health Co
NASDAQ:SKIN
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Price: 1.47 USD 0.68%
Market Cap: 187.4m USD

Beauty Health Co
Investor Relations

The Beauty Health Co. engages in manufacturing and selling of serum-based hydradermabrasion systems and aesthetic products. The company is headquartered in Long Beach, California and currently employs 704 full-time employees. The company went IPO on 2020-02-10. The company and its subsidiaries designs, develops, manufactures, markets, and sells aesthetic technologies and products. Its flagship brand, HydraFacial, has created the category of hydra dermabrasion by using a patented Vortex-Fusion Delivery System (Delivery Systems) to cleanse, peel, exfoliate, extract, infuse, and hydrate the skin with proprietary solutions and serums. The firm has omnichannel place Delivery Systems where consumers live, work, and play, including medical offices, Medi spas, day spas, hotels, resorts, gyms, wellness centers, and other retail settings. HydraFacial is accessible and appropriate for consumers across all genders, ages, and skin types. The company provides Keravive, which is a treatment designed to cleanse, exfoliate, and hydrate the scalp. HydraFacial is available in over 90 countries with an install base of approximately 20,399 Delivery Systems.

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Last Earnings Call
Fiscal Period
Q3 2025
Call Date
Nov 6, 2025
AI Summary
Q3 2025

Revenue Decline: Q3 net sales were $70.7 million, down 10.3% year-over-year, but slightly ahead of the high end of the company's forecast.

Device Sales Weakness: Device segment revenue fell 24.6% year-over-year, mainly due to macro pressures and a shift to a distributor model in China.

Consumables Resilience: Consumables revenue declined 2.6%, but would have increased modestly excluding China; consumable mix rose to 71% of net sales.

Margin Strength: Adjusted EBITDA was $8.9 million (up 11% YoY), and adjusted EBITDA margin improved by about 240 basis points to 12.6%.

Guidance Raised: The company raised the low end of both full-year revenue and adjusted EBITDA guidance, reflecting greater confidence heading into year-end.

Cost Discipline: Operating expenses fell 16.5% year-over-year, with significant reductions in sales and marketing and G&A costs.

Inventory & Balance Sheet: Inventory hit a three-year low at $56.1 million; a major debt refinancing extended maturities and increased financial flexibility.

Macro Challenges: Management highlighted ongoing inflation, financing headwinds for capital equipment, and uneven consumer confidence as persistent challenges.

Key Financials
Revenue
$70.7 million
Device Revenue
$20.8 million
Consumables Revenue
$49.8 million
Adjusted EBITDA
$8.9 million
Adjusted EBITDA Margin
12.6%
GAAP Gross Profit
$45.6 million
GAAP Gross Margin
64.6%
Adjusted Gross Margin
68%
Operating Loss
$6.2 million
Total Operating Expenses
$51.9 million
Selling and Marketing Expenses
$20.9 million
R&D Expenses
$1.7 million
G&A Expense
$29.3 million
Inventory
$56.1 million
Cash and Equivalents
$219.4 million
Install Base (Total Active Machines)
35,409 units
Units Sold (Q3)
875 units
Average Selling Price (Devices)
$23,794
Americas Revenue
$48.3 million
APAC Revenue
$6.3 million
EMEA Revenue
$16.1 million
Booster Sales Growth
14% growth in booster sales category
Consumable Mix
71% of net sales
Device Churn
1.8%
Earnings Call Recording
Other Earnings Calls

Management

Ms. Marla Malcolm Beck
President, CEO & Director
No Bio Available
Mr. Michael P. Monahan
Chief Financial Officer
No Bio Available
Mr. Daniel Copell Watson
Advisor
No Bio Available
Ms. Sheri Lewis
Chief Supply Chain & Operations Officer
No Bio Available
Mr. Paul Bokota J.D.
VP & General Counsel
No Bio Available
Ms. Carrie Caulkins
Chief Marketing Officer
No Bio Available
Ms. Celeste Ortiz
Chief Human Resources Officer
No Bio Available
Mr. Mingo Ku
President of APAC
No Bio Available
Mr. Jon Arnold
President of EMEA
No Bio Available
Mr. Ronald Menezes
Chief Revenue Officer
No Bio Available

Contacts

Address
CALIFORNIA
Long Beach
2165 Spring Street
Contacts