SkinHealth Systems Inc (STU:V7A0)

Q3 2025 Beauty Health Co Earnings Call Transcript

Nov 6, 2025 / 09:30 PM GMT

Release Date Price: €1.24 (-1.59%)

Transcript 10-Q8-K

Key Points

Positve

The Beauty Health Co (SKIN) reported adjusted EBITDA of $8.9 million, up 11% from the previous year, reflecting strong cost control and operational execution.
The company achieved significant milestones in operations, including holding inventory below $60 million, the lowest in three years, due to improved demand planning and production quality.
The consumable mix increased from 65% of net sales last year to 71% this quarter, indicating a shift towards higher-margin recurring revenue.
The Beauty Health Co (SKIN) is expanding its global footprint, with total active machines in the field increasing to 35,409 units, up from 34,162 units the previous year.
The company raised the low end of its full-year 2025 revenue guidance and increased its adjusted EBITDA guidance, showing confidence in its financial outlook.

Negative

Total net sales for Q3 were $70.7 million, down 10.3% year over year, primarily due to a decrease in device sales.
Device segment revenues decreased by 24.6% year over year, reflecting continued pressure on equipment sales globally and the impact of transitioning to a distributor model in China.
Consumable sales declined 2.6% year over year, with international gains offset by softer US trends and the transition in China.
Adjusted gross margins declined by approximately 150 basis points from the previous year, driven by lower average selling prices.
The company is operating in a challenging macroeconomic environment with inflation, financing difficulties for capital equipment purchases, and uneven consumer confidence impacting performance.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

SKIN.OQ - Beauty Health Co
Q3 2025 Beauty Health Co Earnings Call
Nov 06, 2025 / 09:30PM GMT

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Presentation
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Unidentified_1 [1]
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Good day and welcome to the beauty Health Company 2025, 3rd quarter earnings conference call.

All participants will be in lessson-only mode.

Should you need assistance, please signal a conference specialist by pressing the star key, followed by 0.

After today's presentation, there will be an opportunity to ask questions.

To ask a question, you may press star then one on a touchstone phone.

To withdraw your question, please press star, then 2.

Please note this event is being recorded.

I would now like to turn over to Roberto Aja.

Investor relations, please go ahead.

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