分组1 - 公司正在推进业务转型,聚焦三大战略重点:销售卓越、运营卓越和财务纪律 [8] - 公司推出了新版Syndeo 3.0系统,质量有所改善,但仍存在一些技术问题需要解决 [10][11] - 公司正在加强供应链管理,提升运营效率,并引进资深运营主管领导这一工作 [20][21][22][23] - 公司将通过创新、细分市场、提升现有市场渗透率等方式,抓住Hydrafacial品牌的长期增长机会 [25][26][27] 分组2 - 第一季度收入为8.14亿美元,同比下降5.7%,主要受设备销售下滑影响,但耗材销售增长11.5% [32][33][34] - 毛利率为59.4%,调整后为63.4%,受成本上升和库存相关费用增加影响 [36] - 运营费用同比下降8.5%,体现了公司在控制成本方面的成效 [37][38] - 公司预计第二季度收入为9.6-10.2亿美元,全年收入持平至低个位数增长,调整后EBITDA达4000万美元以上 [44][45] 问答环节重要的提问和回答 问题1 **Oliver Chen 提问** 询问Syndeo系统问题的解决进度和时间预期,以及对收入增长的主要驱动因素 [49][50] **Marla Beck 和 Mike Monahan 回答** 公司已经解决了Syndeo早期版本的核心问题,现有的一些问题大多可以通过电话或现场服务解决。公司已引进资深运营主管,未来几个季度将进一步优化全球生产和供应链。收入增长主要来自耗材销售的持续增长以及下半年设备销售的改善 [51][52][53] 问题2 **Allen Gong 提问** 询问信贷环境的变化情况,以及全年收入目标的可实现性 [59][60] **Mike Monahan 回答** 公司正在寻求不同的融资方式,以确保客户有足够的资本支出。全年收入目标考虑了历史的季节性模式,预计第四季度收入占全年的比重会较高 [61][62] 问题3 **Olivia Tong 提问** 询问第二季度收入指引的具体因素 [69] **Mike Monahan 回答** 去年第二季度国际Syndeo系统的发布对比基数较高,加上美国设备销售的短期压力,导致今年第二季度收入指引相对较低 [70][71]

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, 2024 ☐ 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 o ...

Exhibit 99.1 BeautyHealth Reports First Quarter 2024 Financial Results Delivers first quarter net sales of $81.4 million; year-over-year operating expense improvement of $6.1 million Repurchases $192.3 million of convertible notes through May 8th Long Beach, Calif., May 9, 2024 – The Beauty Health Company (NASDAQ: SKIN) (“BeautyHealth”), home to flagship brand Hydrafacial, today announced financial results for the first quarter ended March 31, 2024. First quarter net sales of $81.4 million decreased (5.7)% ...

The Beauty Health Company (NASDAQ:SKIN) Q4 2023 Earnings Conference Call March 12, 2024 4:30 PM ET Company Participants Norberto Aja - Investor Relations Marla Beck - Chief Executive Officer Michael Monahan - Chief Financial Officer Conference Call Participants Olivia Tong - Raymond James Oliver Chen - TD Cowen Allen Gong - JPMorgan Alec Legg - Canaccord Genuity Jon Block - Stifel Korinne Wolfmeyer - Piper Sandler Ashley Helgans - Jefferies Operator Good afternoon and welcome to The Beauty Health Company's ...

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, 2023 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 (I.R.S. Employer Identification No.) in ...

Exhibit 99.1 BeautyHealth Reports Full Year and Fourth Quarter 2023 Financial Results Delivers net sales of $398 million for the full year and $96.8 million for the fourth quarter driven by growth across international markets Long Beach, Calif., March 12, 2024 – The Beauty Health Company (NASDAQ: SKIN) (“BeautyHealth”), home to flagship brand Hydrafacial, today announced financial results for the full year and fourth quarter ended December 31, 2023. Full year net sales of $398.0 million increased 8.8% relat ...

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, 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) Delaware 85-1908962 (State ...

The Beauty Health Company (NASDAQ:SKIN) Q3 2023 Earnings Conference Call November 13, 2023 4:30 PM ET Company Participants Marla Beck - Interim CEO Michael Monahan - CFO Conference Call Participants Operator Good afternoon and welcome to The Beauty Health Company Third Quarter 2023 Earnings Conference Call. All participants will be in listen-only mode. [Operator Instructions] Please note this event is being recorded. I would like now to turn the conference over to [Norberto Aja], Investor Relations. Please ...

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 June 30, 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) Delaware 85-1908962 (State or ot ...

The Beauty Health Company (NASDAQ:SKIN) Q2 2023 Earnings Conference Call August 9, 2023 8:30 AM ET Company Participants Eduardo Rodriguez - Senior Director, M&A and Investor Relations Andrew Stanleick - President, Chief Executive Officer & Director Liyuan Woo - Chief Financial Officer Brad Hauser - Chief Operating Officer Michael Monahan - Incoming Chief Financial Officer Conference Call Participants Oliver Chen - TD Cowen Korinne Wolfmeyer - Piper Sandler & Co. Margaret Kaczor - William Blair Jon Block - S ...