Financial Data and Key Metrics Changes - The company reported net sales of USD 75.4 million for Q1 2022, representing a nearly 59% year-over-year growth, driven by strong global demand for both delivery systems and consumables [27][28] - Adjusted EBITDA for the quarter was USD 2.2 million, impacted by costs associated with the SYNDEO launch, with a GAAP gross margin of 68.9% and an adjusted gross margin of 72.7%, reflecting a 50 basis point year-over-year improvement [31][32] - The full-year net sales outlook was raised to a range of USD 330 million to USD 340 million, up from the previous guidance of USD 320 million to USD 330 million [10][43] Business Line Data and Key Metrics Changes - Delivery system sales grew approximately 62% year-over-year, with a record 1,849 systems sold in Q1, including 258 trade-ups [27][32] - Consumables revenue increased by 54% year-over-year, indicating strong utilization trends, particularly in the medical channel [28][31] - The average selling price (ASP) of a delivery system was USD 21,462, influenced by trade-up activity during the SYNDEO launch [32][36] Market Data and Key Metrics Changes - In the Americas, Q1 sales increased approximately 43% year-over-year to USD 44.6 million, driven by SYNDEO and strong sales productivity [28] - In the EMEA region, net sales surged approximately 140% year-over-year to USD 17.9 million, supported by marketing activations and tradeshows [29] - APAC sales increased nearly 47% year-over-year to USD 12.9 million, despite strict lockdowns in parts of China [28][29] Company Strategy and Development Direction - The company is focused on five key strategic growth pillars, including the launch of SYNDEO, which aims to drive innovation and connected experiences [11][12] - The SYNDEO launch plan consists of three phases, with the first phase already exceeding expectations in terms of trade-up demand [10][14] - The company continues to invest in its provider network and brand awareness, including a partnership with Jennifer Lopez to enhance consumer engagement [18][19] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in navigating the current macroeconomic climate, citing strong early feedback from the SYNDEO launch and ongoing demand for products [11][22] - The company anticipates a rapid acceleration in business as cities in China reopen, similar to trends observed in other markets [22][44] - Management acknowledged challenges from global supply chain disruptions and inflation but plans to offset these through pricing initiatives and value engineering [31][37] Other Important Information - The company ended the quarter with USD 859.2 million in cash and cash equivalents, positioning it well for growth initiatives and strategic acquisitions [41] - The company has a disciplined approach to M&A, focusing on opportunities that are differentiated, complementary, and financially accretive [21] Q&A Session Summary Question: Marketing strategy and techniques - Management discussed a balanced marketing approach, combining on-ground activations with digital marketing and influencer partnerships, including the collaboration with JLo to amplify brand awareness [47][49] Question: Revenue recognition on trade-ups - Management explained that revenue from trade-ups is recognized upon shipping the new unit after taking back the old system, with cash typically collected upfront [50] Question: Trade-up mix evolution and gross margin - Management indicated that the trade-up demand is expected to slow down after the initial promotion, with a gradual rollout of SYNDEO systems impacting future margins [53][55] Question: Confidence in guidance despite uncertainties - Management attributed confidence in raised guidance to strong existing system sales and consumer demand, even before the SYNDEO launch [61][63] Question: JLo partnership details - Management highlighted JLo's significant social media following and her active involvement in promoting the new booster serum, aimed at driving consumer engagement [69][72] Question: Supply chain challenges - Management confirmed that pre-purchasing components helped meet demand, and they are working on value engineering to mitigate inflationary pressures [74][76] Question: Customer profile for trade-ups - Management noted that trade-ups are occurring across various customer profiles, including chains opting to upgrade entire fleets for consistency [80][81] Question: Glow & Go product update - Management stated that Glow & Go is still in the testing phase, with no revenue included in current guidance, and further updates will be provided in the next quarter [82]

Table of Contents 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, 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 85-1 ...

AN INTRODUCTION TO BEAUTYHEALTH MARCH 2022 ♡ BEAUTYHEALTH® DISCLAIMER This Pesentation contains certain bowerardersents. These catements may ede bo, bot can ool initied by expections of hittled by expecting residencered The Beauly Health cericin lee vinancial and operating metrios, copidal expericines, the introduction at new nodels, propatision into new motels, projections of makel appotwing nat he citili stements con be identified by the use of forwardlocking world such as ' onficipats,' ' suggest," ' pho ...

Table of Contents 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, 2021 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Commission file number 001-04321 The Beauty Health Company (Exact name of registrant as specified in its charter) Delaware 85-1908962 (State or other jurisdiction of incorporation or orga ...

4™ QUARTER 202 1 EARNINGS PRESENTATION FEBRUARY 22, 2022 ♡ BEAUTYHEALTH® DISCLAIMER This Pesentation contains certain bowerardersents. These catements may ede bo, bot can ool initied by expections of hittled by expecting residencered The Beauly Health cerican lea frinancial and qevaling makirs, rapid expendiums, the rincoludion at new radeks ond the editly re eventision into new noneboaking sphares con be italikas bothe tawardfobing vouds sud rou "anticipate," "exped," "don" "believe," "hiend," "estimates" ...

The Beauty Health Company (NASDAQ:SKIN) Q4 2021 Earnings Conference Call February 22, 2022 4:30 PM ET Company Participants Dawn Francfort – Managing Director ICR Brent Saunders – Executive Director Andrew Stanleick – President & Chief Executive Officer Liyuan Woo – Chief Financial Officer Conference Call Participants Oliver Chen – Cowen Bruce Jackson – The Benchmark Company Korinne Wolfmeyer – Piper Sandler Phil – Goldman Sachs Olivia Tong – Raymond James Jonathan Block – Stifel Maggie Boeye – William Blair ...

INVESTOR PRESENTATION NOVEMBER 2021 ♡ BEAUTYHEALTH® 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"), the calculation of certain key financial and operating metrics, capital expenditures, the introduction of new products, expansion into new markets and the ability to execute certain strategic initiatives. Some of the forward-look ...

Table of Contents 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 September 30, 2021 Long Beach, CA 90806 (800) 603-4996 ☐ 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 ...

The Beauty Health Company (NASDAQ:SKIN) Q3 2021 Earnings Conference Call November 9, 2021 4:30 PM ET Company Participants Dawn Francfort - MD, ICR, Inc. Brent Saunders - Executive Chairman Clint Carnell - CEO Liyuan Woo - CFO Conference Call Participants Oliver Chen - Cowen & Company Steph Wissink - Jefferies Jonathan Block - Stifel Financial Corp Kyle Rose - Canaccord Linda Bolton Weiser - D.A. Davidson Operator Greetings and welcome to The Beauty Health Third Quarter 2021 Earnings Call. [Operator Instruct ...

INVESTOR PRESENTATION SEPTEMBER 2021 ♡ BEAUTYHEALTH® 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"), the calculation of certain key financial and operating metrics, capital expenditures, the introduction of new products, expansion into new markets and the ability to execute certain strategic initiatives. Some of the forward-loo ...