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SKIN Earning Date, Transcript Summary & Report

Beauty Health Co
$
1.200
-0.130(-9.770%)

SKIN Earnings Prediction

The chart below shows how SKIN performed 10 days before and after its earnings report, based on data from the past quarters. Typically, SKIN sees a +6.62% change in stock price 10 days leading up to the earnings, and a -2.95% change 10 days following the report. On the earnings day itself, the stock moves by -0.19%. This data can give you a slight idea of what to expect for the next quarter's release.

SKIN Key Earning Data

2024/Q4
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Quarter Over Quarter
Total Revenue
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Gross Margin
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Operating Margin
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Net Margin
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EPS
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No Data Available

SKIN Earnings Analysis

Beauty Health Co Corporation (SKIN.O) Earnings Conference Call

Positive

  • Earnings Surprise: The Beauty Health Company beat earnings expectations with a reported EPS of $-0.08, exceeding the expectation of $-0.10.

  • Revenue and EBITDA Performance: For the full year, the company delivered net revenue of $334 million and adjusted EBITDA of $12.3 million, both exceeding guidance.

  • Cost Reduction Achievement: Operating expenses were reduced by over $30 million, demonstrating financial discipline and operational excellence.

  • Q4 Consumable Sales Growth: Consumable sales for Q4 totaled $56.7 million, an 8.7% increase year-over-year, with growth across all regions.

  • Gross Profit Improvement: The company improved its gross profit for Q4 to $52.3 million, up from $45.7 million in the prior year, and adjusted gross margin increased to 67.1%.

  • Operating Expenses Reduction: The total operating expenses for Q4 decreased by 7.1% to $59.5 million, reflecting strategic expense management.

  • Strong Liquidity Position: The company ended the quarter with approximately $370 million in cash, indicating a strong liquidity position.

  • Pricing Model Impact: The introduction of a good, better, best pricing model for devices has led to an increase in non-Syndeo unit sales, demonstrating effective sales execution.

  • Market Leadership in Microdermabrasion: The Hydrafacial brand continues to lead the market with over 34,000 active global devices and over 60% market share in the U.S. microdermabrasion category.

Negative

  • Revenue Decline Analysis: Fourth quarter revenue declined by 13.8% year-over-year, indicating a challenging market environment.

  • Decline in Equipment Sales: Global equipment sales decreased by 40% in the fourth quarter, reflecting cautious capital equipment purchases from providers, especially in international markets.

  • Sales Volume Decline: Total units sold worldwide in Q4 were 1,087, down from 1,551 units sold in Q4 2023, showing a significant drop in sales volume.

  • APAC Revenue Decline: In APAC, revenue declined by 50.5%, with China specifically seeing a 56.4% drop in revenue year-over-year, highlighting regional struggles.

  • Operating Loss Improvement: Operating loss of $7.2 million in Q4 2024, although improved from a loss of $18.4 million in Q4 2023, still indicates ongoing financial challenges.

  • 2025 Sales Guidance Decline: Projected full year 2025 sales guidance of $270 million to $300 million represents a decline compared to 2024, reflecting continued market pressures.

  • Projected EBITDA Loss: Q1 2025 is projected to have an adjusted EBITDA loss of negative $6 million to negative $4 million, indicating a tough start to the year.

Key Financial Performance iconKey Financial Performance
Operating Highlights iconOperating Highlights
Risks or Challenges iconRisks or Challenges
Strategic Initiatives & Outlook iconStrategic Initiatives & Outlook
Shareholder Return Plan iconShareholder Return Plan

SKIN FAQs

How does SKIN typically perform around its earnings report dates?

SKIN's stock performance around earnings reports can vary, but historical data shows specific patterns, such as a +6.62% change leading up to the report and a -2.95% change in the 10 days following the release.

Is Beauty Health Co (SKIN) Q4 2024 Earnings Call Summary positive or negative?

How can historical earnings data help predict future stock performance?

SKIN Earnings Deck

The Beauty Health Company (NASDAQ:SKIN) Q4 2024 Earnings Call Transcript

SKIN Earning Call Sentiment

The Beauty Health Company (NASDAQ:SKIN) Q4 2024 Earnings Call Transcript

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SKIN.O

-9.77%
Positive
The earnings call highlights several concerning factors: a projected revenue decline, negative EBITDA guidance, and competitive pressures, particularly in international markets. Despite improvements in consumable sales and gross margin, the challenges in China, economic uncertainties, and lack of clarity on the distributor model raise red flags. The share repurchase program is a positive aspect, but overall, the negative guidance and risks outweigh the positives, suggesting a negative stock price movement.