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 Delaware 85-1908962 Commission File Number: 001-39565 Washington, D.C. 20549 FORM 10-Q The Beauty Health Company (Exact name of registrant as specified in its charter) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2024 (State or other jurisdiction of incorporation or organization) (I.R.S. Employer Identification No.) ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE ...

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)% ...

And our final question today comes from Ashley Helgans from Jefferies. Ashley Helgans I guess just to kind of ask in a different way, I think you mentioned some of the providers have given some concerns around the Syndeo 30. Just any color you can give us on like the concerns you're hearing from the providers would be super helpful. And then you've had significant growth in China. Any kind of color on the market there, like where you are -- like what inning you're in, in the China market, how much runway yo ...

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 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 Spring Street Long Beach, CA 90806 (Address of ...

Exhibit 99.1 "To close 2023, we delivered fourth quarter financial results consistent with the expectations we outlined on our last earnings call," said BeautyHealth Chief Executive Officer Marla Beck. "While the results reflect a necessary operational reset, the underlying strength of our business remains—a clinically proven treatment, passionate provider community, unique partner portfolio, beloved consumer brand, and growing addressable market. I am confident in the still-untapped global opportunity for ...

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 Marla Beck - Interim CEO Michael Monahan - CFO Operator I would like now to turn the conference over to [Norberto Aja], Investor Relations. Please go ahead. Thank you, operator and good afternoon, everyone. Thank you for joining us today to discuss The Beauty Health Company's third quarter 2023 financial results, which were released this afternoon and can be found on our website at beautyhealth.com. Before ...

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 Good day and welcome to The Beauty Health Company Second Quarter 2023 Earnings Call. [Operator Instructions] Please note this event is being recorded. I will now turn the call over to Andrew. I will now turn the call back to Andrew. I am pleased to say that we have greatly reduced system exchanges. Today, with the changes I initiated, we are equipped to address issues with over-the-air software updates or in-f ...