The Beauty Health pany(SKIN) - 2025 Q3 - Earnings Call Presentation

Q3 2025 Performance - Net sales reached $70.7 million, a decrease of 10.3% year-over-year[11] - Consumables net sales were $49.8 million, a decrease of 2.6% year-over-year, but would have increased modestly excluding the China distributor transition[11] - Delivery systems net sales were $20.8 million, a decrease of 24.6% year-over-year due to macroeconomic challenges[11] - Adjusted EBITDA was $8.9 million, an increase year-over-year due to lower operational spend partially offset by lower adjusted gross profit[11] - Net loss was $(11.0) million, an improvement of $7.3 million year-over-year due to lower operational spend and higher gross margin, partially offset by lower net sales[11] Financial Guidance - The company estimates Q4 2025 net sales to be between $74.5 million and $81.5 million[14] - The company projects Q4 2025 adjusted EBITDA to be between $6.9 million and $8.9 million[14] - The company forecasts FY 2025 net sales to be between $293 million and $300 million[14] - The company anticipates FY 2025 adjusted EBITDA to be between $37 million and $39 million[14] Market Position - Hydrafacial holds the 1 market share, with 41% of aesthetic practices with microdermabrasion offering Hydrafacial[18] - Hydrafacial has a 64% market share in the U S microdermabrasion category[42]