Financial Data and Key Metrics Changes - The company reported net sales of $117.5 million for Q2 2023, representing a 13% year-over-year growth, and adjusted EBITDA of $17.8 million, reflecting a 22% increase [16][34] - Excluding the impact of trade-ups from the previous year, total year-over-year net sales growth for Q2 2023 was 32% [16][34] - Adjusted EBITDA margin was 15.1%, with 7.1% adjusted operating expense leverage, offset by 6.1% adjusted gross margin headwinds [17][39] Business Line Data and Key Metrics Changes - Delivery system net sales were $65.6 million, roughly flat year-over-year, but grew 30% when excluding trade-ups, driven by a 56% increase in volume [35] - Consumables net sales reached $51.9 million, up 34% year-over-year, indicating strong growth in volume across the globe [23][39] Market Data and Key Metrics Changes - In the Americas, total net sales were $63.6 million, a decline of 16% year-over-year, but grew 18% when excluding trade-ups [37] - The APAC region saw a remarkable 143% year-over-year growth, with net sales of $25.2 million, while EMEA experienced a 61% growth rate, delivering total net sales of $28.6 million [38] Company Strategy and Development Direction - The company aims to enhance its financial strategy and reporting capabilities under the new CFO, focusing on long-term profitable growth [20][21] - A commitment to customer service was emphasized, with proactive measures taken to address issues with the Syndeo devices, reflecting a focus on long-term relationships with providers [19][75] - The company is refining its focus on key direct markets and plans to concentrate resources on executing in these areas [30] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the long-term outlook for the company, citing a large underpenetrated market and strong competitive advantages [31] - The company reaffirmed its fiscal 2023 net sales guidance of $460 million to $480 million and adjusted EBITDA margin target of 18% to 19% [44][46] - Management acknowledged temporary gross margin headwinds but expects to return to historic levels by mid-next year [76][78] Other Important Information - The company ended Q2 2023 with approximately $550 million in cash and cash equivalents, indicating a strong balance sheet [42] - The HydraFacial brand continues to generate significant consumer interest, with a 10% increase in Google searches in Q2 [51] Q&A Session Summary Question: Thoughts on teething issues and guidance implications - Management acknowledged teething issues with Syndeo, primarily software-related, and emphasized the importance of customer support during this period [72][75] Question: Confidence in Q4 EBITDA margin ramp - Management expressed confidence in achieving guidance due to expected growth in China and the launch of new systems [82][84] Question: Financing challenges for small estheticians - Management noted that small estheticians face challenges with financing due to high interest rates, leading to a shift towards lower-priced devices [103][110]

Today's agenda In addition to results determined in accordance with accounting principles generally acospled in the United Statesof Americal (G40P), nanggement utilizes sertain nor-GAAP selling and nraketing expense, adjusted reseach and development expense, adjusted generaland administrative expense, and adjusted EBTDA for purposes of e-dauding grogong g purposes: Maraqqenent believes: that these non-GAP financial measures, when reviewed collectively with the Company is GAPP financial infromation provide u ...

◆ BEAUTYHEALTH® Q1 2023 Earnings Presentation May 10, 2023 Disclaime This Pesentation contains seriain fonard dobing statements. These statements may relate to, but re not limited to, expectations of fitnancial performance of The Beauty Wea expend flores, the htoduction of new products, expansion into new markets and the ability it execute certain strategul intistial ws. Some of the forward-booking schaments s "acped:" "suggeds," "dan: ""telieve," "fricend," "colinets," "thoreds," "broyads" "would" "would" ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2023 ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from __________ to __________. Commission File Number: 001-39565 The Beauty Health Company (Exact name of registrant as specified in its charter) (State or other jurisdiction of ...

Call Start: 08:30 January 1, 0000 9:30 AM ET The Beauty Health Company (NASDAQ:SKIN) Q1 2023 Earnings Conference Call May 10, 2023 08:30 ET Company Participants Eduardo Rodriguez - Senior Director, M&A and Investor Relations Andrew Stanleick - President, Chief Executive Officer & Director Liyuan Woo - Chief Financial Officer Conference Call Participants Korinne Wolfmeyer - Piper Sandler & Co. Margaret Kaczor - William Blair & Company Olivia Tong - Raymond James & Associates Jonathan Block - Stifel, Nicolaus ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2022 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Commission file number 001-39565 The Beauty Health Company (Exact name of registrant as specified in its charter) Delaware 85-1908962 (State or other jurisdiction of incorporation or organization) 2165 Spr ...

Beauty Health Co (NASDAQ:SKIN) Q4 2022 Earnings Conference Call February 28, 2023 8:30 AM ET Company Participants Eduardo Rodriguez - Senior Director, M&A and IR Andrew Stanleick - President, CEO & Director Liyuan Woo - CFO Conference Call Participants Bruce Jackson - The Benchmark Company Jonathan Block - Stifel, Nicolaus & Company Olivia Tong - Raymond James & Associates Linda Bolton-Weiser - D.A. Davidson & Co. Korinne Wolfmeyer - Piper Sandler & Co. Allen Gong - JPMorgan Chase & Co. Kyle Rose - Canaccor ...

41% 72% 56% Net sales by segment ($mm) Q2 22 ■ Delivery Systems ■Consumables 2020 1. Trade-Up revenue only disaggregated in Q2 22. Q4 & FY 2022 financial highlights (cont'd) | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | |--------------|----------------------|--------|---------------------|--------|-------|-----------------|--------------------|--------------|----------------------|--------------------------|---------|--------|--------| | | ■ Americas \n■ EMEA | | ■APA ...

Table of Contents FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2022 ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from __________ to __________. Commission File Number: 001-39565 The Beauty Health Company (Exact name of registrant as specified in its charter) Delaware 85-1908962 (State or other jurisdiction of incorporation or organization ...

The Beauty Health Company (NASDAQ:SKIN) Q3 2022 Earnings Conference Call November 8, 2022 8:30 AM ET Company Participants Eduardo Rodriguez - Senior Director of M&A and IR Andrew Stanleick - President and CEO Liyuan Woo - CFO Conference Call Participants Oliver Chen - Cowen Korinne Wolfmeyer - Piper Sandler Jon Block - Stifel Margaret Kaczor - William Blair Allen Gong - JPMorgan Ashley Helgans - Jefferies Kyle Rose - Canaccord Genuity Bruce Jackson - The Benchmark Company Devin Weinstein - Raymond James Lin ...