Overview

* Beauty Health Q2 2025 net sales fall 13.7% yr/yr, beating analyst expectations

* Adjusted EBITDA for Q2 2025 beats consensus, driven by improved gross margins

* Company raises full-year guidance, reflecting confidence in strategic transformation

Outlook

* Beauty Health ( SKIN ) expects full-year 2025 net sales guidance of $285-$300 mln

* Company expects Q3 2025 net sales of $65-$70 mln

* Beauty Health ( SKIN ) projects full-year 2025 adjusted EBITDA of $27-$35 mln

* Company anticipates Q3 2025 adjusted EBITDA of $2-$4 mln

Result Drivers

* CONSUMABLES SALES - Over 70% of revenue driven by consumables, highlighting the strength of the recurring revenue model

* GROSS MARGIN IMPROVEMENT - Gross margin improved due to lower inventory charges and favorable sales mix shift towards consumables

* CHINA MARKET STRATEGY - Transitioned sales in China to a distributor partner, impacting delivery systems net sales

Key Details

Metric Beat/Mis Actual Consensu

s s

Estimate

Q2 Sales Beat $78.20 $74.50

mln mln (7

Analysts

)

Q2 Net $19.70

Income mln

Q2 Beat $13.90 $3.79

Adjusted mln mln (7

EBITDA Analysts

)

Q2 65.9%

Adjusted

Gross

Margin

Analyst Coverage

* The current average analyst rating on the shares is "hold" and the breakdown of recommendations is no "strong buy" or "buy", 6 "hold" and 2 "sell" or "strong sell"

* The average consensus recommendation for the personal products peer group is "buy."

* Wall Street's median 12-month price target for Beauty Health Co ( SKIN ) is $1.50, about 6% below its August 6 closing price of $1.59

Press Release:

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)