For the quarter ended September 2025, The Beauty Health Company (SKIN) reported revenue of $70.7 million, down 10.3% over the same period last year. EPS came in at -$0.09, compared to -$0.15 in the year-ago quarter. The reported revenue represents a surprise of +2.84% over the Zacks Consensus Estimate of $68.75 million. With the consensus EPS estimate being -$0.08, the EPS surprise was -12.5%. While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street exp ...

Financial Data and Key Metrics Changes - Total net sales for Q3 2025 were $70.7 million, down 10.3% year-over-year, slightly ahead of the high end of the forecast for the quarter [7][10] - Device segment revenues decreased by 24.6% year-over-year to $20.8 million, reflecting continued pressure on equipment sales globally [7][10] - Consumable segment revenues were $49.8 million, a decrease of 2.6% year-over-year, primarily due to the change in the China business model [8][10] - Adjusted gross margins were 68%, a decline of approximately 150 basis points from Q3 of last year [8][12] - Adjusted EBITDA was $8.9 million, up 11% from Q3 of last year, reflecting tight cost control and solid operational execution [9][12] Business Line Data and Key Metrics Changes - The consumable mix increased from 65% of net sales in Q3 of last year to 71% this quarter [8] - New product launches contributed to a 14% growth in the booster sales category this quarter [8] - Device placements in the Americas were down 16.3%, while consumables were down about 2.7% [21] Market Data and Key Metrics Changes - Revenue in the Americas declined by 7% to $48.3 million, while APAC revenue decreased by 41.5% to $6.3 million [11] - EMEA revenue was relatively flat at $16.1 million, with strong momentum in Germany [11][22] - The decline in APAC was attributed to the transition to a distributor model in China [11][23] Company Strategy and Development Direction - The company aims to protect and grow its HydroFacial install base of over 35,000 devices worldwide, focusing on driving consumable utilization [6][7] - Innovation across both devices and consumable platforms is a priority, with plans to launch clinically backed products [6][7] - The company is committed to operational discipline around commercial execution, cost control, and margin expansion [6][7] Management's Comments on Operating Environment and Future Outlook - The management acknowledged a tough and unpredictable environment, citing inflation and uneven consumer confidence as challenges [17] - Despite macroeconomic pressures, the company is optimistic about building the HydroFacial global brand and accelerating revenue growth [17] - The company raised the low end of its full-year 2025 revenue guidance to between $293 million and $300 million [16] Other Important Information - The company ended the quarter with $219.4 million in cash and equivalents, down from $370.1 million at year-end 2024 [15] - Inventory declined to $56.1 million, reflecting stronger demand planning and improved supply chain efficiency [15] Q&A Session Summary Question: Thoughts on trends in the Americas and EMEA - The Americas saw a 7% decline, with device sales down 16.3%, but there are signs of stabilization [21][22] - EMEA was flat, with strong performance in Germany offsetting device sales challenges [22] Question: Focus areas for the company - The company will focus on driving utilization, device placement, and innovation in consumables [26][27] Question: International strategy and distributor models - The company will continue to leverage an extensive distributor network while investing in education and training [31][32] Question: Reception of consumable price increases - The market has positively received the 5% price increase on consumables, contributing to higher average selling prices [34] Question: Stabilizing device systems and growth initiatives - The company is encouraged by the stabilization of device sales and is focused on expanding its global footprint [39] Question: Trends in different channels and consumer behavior - The medical segment is facing challenges, but there are growth opportunities in both medical and non-medical channels [44][46] Question: Prioritizing top-line growth versus profitability - The company will focus on both top-line growth and profitability, leveraging its strong business model [50][52] Question: Updated guidance dynamics and revenue expectations - The company raised its revenue and EBITDA guidance, reflecting improved execution and sales initiatives [56][58] Question: Addressing elevated churn rates - The company is proactively reengaging low-volume providers to reduce churn and improve utilization [60][61]

Financial Performance - Net sales for the three months ended September 30, 2025, decreased by $8.1 million, or 10.3%, compared to the same period in 2024, totaling $70.7 million[107]. - Net sales for the nine months ended September 30, 2025 decreased by $32.4 million, or 12.9%, compared to the same period in 2024, with Delivery Systems sales down by $35.2 million, or 35.7%[118]. - Consumables net sales increased by $2.8 million, or 1.9%, for the nine months ended September 30, 2025, primarily due to increased placements of Delivery Systems[119]. - The net loss for the nine months ended September 30, 2025, was $1.4 million, an improvement from a loss of $18.8 million in 2024[147]. Sales Breakdown - Delivery Systems net sales fell by $6.8 million, or 24.6%, to $20.8 million, while Consumables net sales decreased by $1.4 million, or 2.6%, to $49.8 million[107]. - The transition to a distributor partner in China impacted Consumables net sales, although excluding this effect, sales increased slightly[108]. Profitability - Gross profit increased by $5.0 million, or 12.3%, to $45.6 million, with a gross margin improvement to 64.6% from 51.6%[109]. - Gross profit for the nine months ended September 30, 2025 was $143.3 million, an increase of $13.4 million, or 10.3%, compared to $130.0 million in 2024, with gross margin improving to 65.6% from 51.8%[120]. Expenses - Selling and marketing expenses decreased by $6.7 million, or 24.2%, to $20.9 million, representing 29.6% of net sales[110]. - Total operating expenses decreased by $26.3 million, or 13.8%, to $164.3 million for the nine months ended September 30, 2025, driven by lower selling and marketing expenses[121]. - Selling and marketing expenses decreased by $21.7 million, or 23.7%, to $70.1 million, representing 32.1% of net sales compared to 36.6% in 2024[121]. - Research and development expenses rose by $0.6 million, or 53.2%, to $1.7 million, accounting for 2.4% of net sales[111]. - Research and development expenses decreased by $1.1 million, or 22.2%, to $3.9 million, representing 1.8% of net sales compared to 2.0% in 2024[122]. - General and administrative expenses decreased by $4.2 million, or 12.5%, to $29.3 million, making up 41.4% of net sales[112]. - General and administrative expenses decreased by $3.4 million, or 3.7%, to $90.3 million, representing 41.3% of net sales compared to 37.4% in 2024[123]. Interest and Debt - Interest expense increased by $3.8 million, or 155.7%, to $6.3 million, primarily due to debt issuance costs related to the 2028 Notes[115]. - Interest expense increased by $5.0 million, or 63.0%, to $13.0 million for the nine months ended September 30, 2025, primarily due to interest and amortization of debt issuance costs related to the 2028 Notes[126]. - The Company exchanged and repurchased $413.2 million of existing notes, resulting in a net gain of $16.6 million[139]. - The 2028 Notes were issued at a weighted-average price of 95%, totaling $250.0 million principal amount[140]. - The Company incurred $11.4 million in debt issuance costs related to the exchange and repurchase of its existing notes, amortized over the term of the 2028 Notes[139]. Cash Flow and Liquidity - As of September 30, 2025, the company had cash, cash equivalents, and restricted cash totaling $219.4 million[130]. - Net cash provided by operating activities for the nine months ended September 30, 2025, was $22.3 million, compared to a net cash used of $0.3 million in the same period of 2024[148]. - Net cash used for financing activities was $174.4 million for the nine months ended September 30, 2025, compared to $157.6 million in 2024[150]. - Cash, cash equivalents, and restricted cash at the end of the period were $219.4 million, down from $358.9 million in the previous year[147]. - Cash used for investing activities decreased to $3.8 million in 2025 from $5.9 million in 2024, attributed to lower capital expenditures[149]. Strategic Outlook - The company continues to explore strategies to mitigate cost pressures, including potential price increases and optimizing supplier contracts[101]. - The company remains attentive to macroeconomic conditions that may impact its business and is implementing risk mitigation strategies[102]. - The Company faced macroeconomic challenges, including potential recession and financial market instability, which could adversely impact revenues[144]. - The Company continues to monitor risks that may affect its business, including industry consolidations and economic conditions[145]. - The company plans to evaluate potential acquisitions and may use available cash for such transactions, which could require substantial capital resources[132].

Third Quarter 2025 Earnings Presentation November 6, 2025 Disclaimer This Presentation contains certain forward-looking statements. These statements may relate to, but are not limited to, expectations of future operating results or financial performance of The Beauty Health Company (the "Company"), capital expenditures, the introduction of new products, market strategy and the ability to execute certain strategic initiatives. Some of the forward-looking statements can be identified by the use of forward- lo ...

Skincare company BeautyHealth (NASDAQ:SKIN) reported revenue ahead of Wall Streets expectations in Q3 CY2025, but sales fell by 10.3% year on year to $70.7 million. The company’s full-year revenue guidance of $296.5 million at the midpoint came in 0.8% above analysts’ estimates. Its GAAP loss of $0.09 per share was in line with analysts’ consensus estimates. Is now the time to buy BeautyHealth? Find out in our full research report. BeautyHealth (SKIN) Q3 CY2025 Highlights: Revenue: $70.7 million vs anal ...

Exhibit 99.1 BeautyHealth Reports Third Quarter 2025 Financial Results Long Beach, Calif., November 6, 2025 – The Beauty Health Company (NASDAQ: SKIN) ("BeautyHealth" or the "Company"), home to flagship brand Hydrafacial, today announced financial results for the third quarter ended September 30, 2025 ("Q3 2025"). "Our third-quarter results reflect disciplined execution and the continued strengthening of BeautyHealth's foundation," said BeautyHealth President and CEO, Pedro Malha. "Revenue of $70.7 million ...

LONG BEACH, Calif., Nov. 06, 2025 (GLOBE NEWSWIRE) -- The Beauty Health Company (NASDAQ: SKIN) (“BeautyHealth” or the "Company"), home to flagship brand Hydrafacial, today announced financial results for the third quarter ended September 30, 2025 (“Q3 2025”). “Our third-quarter results reflect disciplined execution and the continued strengthening of BeautyHealth’s foundation,” said BeautyHealth President and CEO, Pedro Malha. "Revenue of $70.7 million and Adjusted EBITDA of $8.9 million exceeded the top end ...

Global Aesthetics Leader Brings Deep Industry Expertise and Proven Track Record Driving Growth Across Health, Beauty, and Consumer Sectors Philippe Schaison Phillipe Schaison, PharmaD, to has been appointed to serve on The BeautyHealth Company Board of Directors. LONG BEACH, Calif., Nov. 03, 2025 (GLOBE NEWSWIRE) -- The BeautyHealth Company (NASDAQ: SKIN), home to flagship brand Hydrafacial, today announced the appointment of global aesthetics leader, Philippe Schaison, PharmaD, to its Board of Directors ...

LONG BEACH, Calif., Oct. 23, 2025 (GLOBE NEWSWIRE) -- The Beauty Health Company (NASDAQ:SKIN), home to flagship brand Hydrafacial™, today announced it will report third quarter 2025 financial results after market close on Thursday, November 6, 2025. The Company will host an investor conference call at 4:30 p.m. Eastern Time, following a press release detailing the results. A live webcast of the call can be accessed on the Company’s investor relations website at https://investors.beautyhealth.com, along with ...

Core Insights - Dalton Park, the largest outlet shopping destination in the North East, achieved remarkable success with its recent Clinique Beauty Pop Up, significantly enhancing sales, customer engagement, and foot traffic [2][3]. Sales Performance - The Clinique Beauty Pop Up, held from October 7th to 12th, 2025, resulted in over 1,800 skincare consultations and 2,020 new database sign-ups, leading to a +282% increase in Clinique product sales [3]. - Overall sales for The Cosmetics Company Store surged by +342%, making it one of the top two performing sites nationally for the brand [4]. Customer Engagement - The activation achieved a 91% customer sign-up rate, expanding the brand's customer database for future marketing efforts [4]. - The event doubled Dalton Park's previous best sales week for The Cosmetics Company Store, surpassing the record set during the peak Christmas trading period in 2019 [4]. Foot Traffic and Category Growth - The pop-up had a positive impact on overall foot traffic, which increased by +15.8%, marking the highest footfall of the year [5]. - The Health & Beauty category experienced a significant growth of +116%, indicating rising consumer demand in this sector [5]. Industry Commentary - Nicky Lovell, head of outlets and retail business development at Global Mutual, highlighted the success of the Clinique Pop Up as a demonstration of the effectiveness of experiential retail, setting a new standard for future brand activations at Dalton Park [6].