5 Revealing Analyst Questions From BeautyHealth's Q1 Earnings Call
Is now the time to buy SKIN? Find out in our full research report (it's free).
Revenue: $69.58 million vs analyst estimates of $63.34 million (14.5% year-on-year decline, 9.9% beat)
EPS (GAAP): -$0.08 vs analyst estimates of -$0.13 (37.6% beat)
Adjusted EBITDA: $7.3 million vs analyst estimates of -$5.54 million (10.5% margin, significant beat)
The company reconfirmed its revenue guidance for the full year of $285 million at the midpoint
EBITDA guidance for the full year is $20 million at the midpoint, above analyst estimates of $11.98 million
Operating Margin: -17.3%, up from -20.9% in the same quarter last year
Market Capitalization: $245.7 million
While we enjoy listening to the management's commentary, our favorite part of earnings calls are the analyst questions. Those are unscripted and can often highlight topics that management teams would rather avoid or topics where the answer is complicated. Here is what has caught our attention.
Jonah (TD Cowen) asked about profitability drivers for the year and areas for potential upside. CFO Mike Monahan highlighted ongoing cost management and initiatives to drive incremental growth, while CEO Marla Beck noted strong consumable sales and sectoral differences in consumer demand.
Susan Anderson (Canaccord Genuity) questioned the impact of new product launches on consumables growth and APAC regional dynamics. Beck credited the Hydralock HA booster for driving practice visits, and Monahan pointed to reduced discounting in China as a positive factor.
Jon Block (Stifel) sought clarity on the sustainability of gross margins and the effect of product mix and tariffs. Monahan explained that margins benefited from consumables mix and operational efficiency, but are expected to decline as equipment sales rise and tariffs take effect.
Olivia Tong (Raymond James) probed why full-year guidance did not improve despite a strong Q1, and asked about the expected margin trajectory. Monahan cited ongoing pressure in APAC, especially China, and predicted tariffs would reduce gross margin seasonality in the second half.
Navann Ty (BNP Paribas) inquired about progress in transitioning to a distributor model in China and the net impact of tariffs. Monahan confirmed transition efforts were well underway and that tariff costs were factored into guidance without full pass-through to customers.
In the coming quarters, the StockStory team will be closely monitoring (1) the pace of new product rollouts, especially the hydrophilic booster and back bar offerings; (2) the effectiveness of the China distributor transition in stabilizing regional sales; and (3) the impact of tariffs on gross margins and overall cost structure. Progress in expanding provider partnerships and loyalty initiatives will also be key signposts for operational execution.
BeautyHealth currently trades at $2.04, up from $1.23 just before the earnings. Is there an opportunity in the stock?See for yourself in our full research report (it's free).
Donald Trump's victory in the 2024 U.S. Presidential Election sent major indices to all-time highs, but stocks have retraced as investors debate the health of the economy and the potential impact of tariffs.
While this leaves much uncertainty around 2025, a few companies are poised for long-term gains regardless of the political or macroeconomic climate, like our Top 6 Stocks for this week. This is a curated list of our High Quality stocks that have generated a market-beating return of 183% over the last five years (as of March 31st 2025).
Stocks that made our list in 2020 include now familiar names such as Nvidia (+1,545% between March 2020 and March 2025) as well as under-the-radar businesses like the once-small-cap company Comfort Systems (+782% five-year return). Find your next big winner with StockStory today.
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