Latest news with #BeautyHealth
Yahoo
7 days ago
- Business
- Yahoo
Why BeautyHealth (SKIN) Stock Is Up Today
What Happened? Shares of skincare company BeautyHealth (NASDAQ:SKIN) jumped 3.2% in the afternoon session after the release of a favorable Consumer Price Index (CPI) report, which showed inflation cooling more than anticipated. The July report from the Bureau of Labor Statistics indicated a year-over-year inflation rate of 2.7%, just below the 2.8% economists had forecast. This suggests that price pressures on consumers may be easing. Particularly beneficial for the sector was the news that the food index remained flat, with grocery prices even declining by 0.1% month-over-month. This development is seen as a positive for the profitability of food, beverage, and personal care companies, as lower input costs and increased consumer purchasing power could boost sales. A Federal Reserve official's comments on the same day, noting that consumer spending fundamentals remain solid, further bolstered investor confidence in the sector's resilience. After the initial pop the shares cooled down to $2.26, up 2.2% from previous close. Is now the time to buy BeautyHealth? Access our full analysis report here, it's free. What Is The Market Telling Us BeautyHealth's shares are extremely volatile and have had 73 moves greater than 5% over the last year. In that context, today's move indicates the market considers this news meaningful but not something that would fundamentally change its perception of the business. The previous big move we wrote about was 4 days ago when the stock gained 20.6% on the news that the company reported second-quarter financial results that significantly beat analyst expectations on profitability and raised its full-year outlook. The company posted earnings per share of $0.03, decisively beating analyst estimates of a $0.05 loss, while revenue of $78.2 million also topped forecasts. Although total sales decreased by 13.7% compared to the previous year, investors were encouraged by a significant improvement in profitability, with adjusted EBITDA of $13.9 million significantly exceeding the consensus estimate of $3.59 million. The strong results were driven by a notable increase in gross profit margin, which expanded by 17.6 percentage points year on year. Bolstered by this performance, Beauty Health raised its full-year guidance for both net sales and adjusted EBITDA, signaling confidence in its ongoing strategy. BeautyHealth is up 40.7% since the beginning of the year, and at $2.26 per share, it is trading close to its 52-week high of $2.28 from July 2025. Here at StockStory, we certainly understand the potential of thematic investing. Diverse winners from Microsoft (MSFT) to Alphabet (GOOG), Coca-Cola (KO) to Monster Beverage (MNST) could all have been identified as promising growth stories with a megatrend driving the growth. So, in that spirit, we've identified a relatively under-the-radar profitable growth stock benefiting from the rise of AI, available to you FREE via this link. Fehler beim Abrufen der Daten Melden Sie sich an, um Ihr Portfolio aufzurufen. Fehler beim Abrufen der Daten Fehler beim Abrufen der Daten Fehler beim Abrufen der Daten Fehler beim Abrufen der Daten
Yahoo
06-08-2025
- Business
- Yahoo
BeautyHealth (SKIN) To Report Earnings Tomorrow: Here Is What To Expect
Skincare company BeautyHealth (NASDAQ:SKIN) will be announcing earnings results this Thursday after the bell. Here's what to look for. BeautyHealth beat analysts' revenue expectations by 8.9% last quarter, reporting revenues of $69.58 million, down 14.5% year on year. It was a very strong quarter for the company, with an impressive beat of analysts' gross margin estimates and a solid beat of analysts' EBITDA estimates. Is BeautyHealth a buy or sell going into earnings? Read our full analysis here, it's free. This quarter, analysts are expecting BeautyHealth's revenue to decline 17.5% year on year to $74.74 million, improving from the 22.9% decrease it recorded in the same quarter last year. Adjusted loss is expected to come in at -$0.02 per share. The majority of analysts covering the company have reconfirmed their estimates over the last 30 days, suggesting they anticipate the business to stay the course heading into earnings. BeautyHealth has missed Wall Street's revenue estimates twice over the last two years. Looking at BeautyHealth's peers in the personal care segment, some have already reported their Q2 results, giving us a hint as to what we can expect. USANA delivered year-on-year revenue growth of 10.8%, beating analysts' expectations by 4.7%, and Nature's Sunshine reported revenues up 3.8%, topping estimates by 2.2%. USANA traded up 12.4% following the results while Nature's Sunshine was also up 13.7%. Read our full analysis of USANA's results here and Nature's Sunshine's results here. Investors in the personal care segment have had fairly steady hands going into earnings, with share prices down 1.9% on average over the last month. BeautyHealth is down 25.9% during the same time and is heading into earnings with an average analyst price target of $1.66 (compared to the current share price of $1.63). When a company has more cash than it knows what to do with, buying back its own shares can make a lot of sense–as long as the price is right. Luckily, we've found one, a low-priced stock that is gushing free cash flow AND buying back shares. Click here to claim your Special Free Report on a fallen angel growth story that is already recovering from a setback. StockStory is growing and hiring equity analyst and marketing roles. Are you a 0 to 1 builder passionate about the markets and AI? See the open roles here. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
30-06-2025
- Business
- Yahoo
5 Revealing Analyst Questions From BeautyHealth's Q1 Earnings Call
BeautyHealth's first quarter results were met with a significant positive market reaction, underscoring management's progress in stabilizing and repositioning the business. The company attributed its outperformance to robust growth in consumables, which now make up over 70% of revenue, and to operational improvements. CEO Marla Beck highlighted the impact of the company's transformation strategy, noting, 'Our first quarter results reflect this momentum with strong consumable sales across all regions and notable improvements in key metrics, including gross margin and bottom line profitability.' While equipment sales remained under pressure due to macroeconomic headwinds, the shift to high-margin recurring revenue streams and disciplined cost controls were central to the quarter's performance. 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. 擷取數據時發生錯誤 登入存取你的投資組合 擷取數據時發生錯誤 擷取數據時發生錯誤 擷取數據時發生錯誤 擷取數據時發生錯誤
Yahoo
23-06-2025
- Business
- Yahoo
3 Promising Penny Stocks With At Least $40M Market Cap
Over the last 7 days, the market has remained flat, but over the past 12 months, it has risen by 10.0%, with earnings forecast to grow by 15% annually. For those looking to invest in smaller or newer companies, penny stocks—despite their somewhat outdated name—can still offer surprising value. By focusing on those with robust financials and a clear growth trajectory, investors can find opportunities that stand out as potential hidden gems in today's market landscape. Name Share Price Market Cap Financial Health Rating Imperial Petroleum (IMPP) $3.42 $117.7M ★★★★★★ New Horizon Aircraft (HOVR) $2.22 $69.68M ★★★★★★ Waterdrop (WDH) $1.39 $502.71M ★★★★★★ Greenland Technologies Holding (GTEC) $2.09 $36.35M ★★★★★★ WM Technology (MAPS) $1.02 $171.54M ★★★★★★ Tuniu (TOUR) $0.9326 $94.11M ★★★★★★ Flexible Solutions International (FSI) $4.46 $56.41M ★★★★★★ BAB (BABB) $0.839 $6.09M ★★★★★★ Lifetime Brands (LCUT) $3.66 $82.04M ★★★★★☆ TETRA Technologies (TTI) $3.67 $488.38M ★★★★☆☆ Click here to see the full list of 722 stocks from our US Penny Stocks screener. Let's explore several standout options from the results in the screener. Simply Wall St Financial Health Rating: ★★★★☆☆ Overview: The Beauty Health Company, with a market cap of $202.88 million, operates globally by designing, developing, manufacturing, marketing, and selling aesthetic technologies and products across the Americas, Asia-Pacific, Europe, the Middle East, and Africa. Operations: The company's revenue primarily comes from its Personal Products segment, which generated $322.47 million. Market Cap: $202.88M Beauty Health, with a market cap of US$202.88 million, is navigating the penny stock landscape by focusing on innovative aesthetic technologies. Despite being unprofitable and not expected to achieve profitability in the near term, it has managed to reduce losses over the past five years at a significant rate. The company recently launched the Hydrafacial HydraFillic with Pep9™ Booster, reflecting its commitment to non-invasive treatments. However, financial challenges persist with high net debt-to-equity ratio and long-term liabilities exceeding short-term assets. Nonetheless, it maintains a positive cash runway for over three years due to stable free cash flow. Click to explore a detailed breakdown of our findings in Beauty Health's financial health report. Gain insights into Beauty Health's future direction by reviewing our growth report. Simply Wall St Financial Health Rating: ★★★★★★ Overview: Mega Matrix Inc. operates a streaming platform called FlexTV, focusing on vertical screen entertainment, with a market cap of $41.63 million. Operations: The company's revenue is derived from four key regions: Asia-Pacific ($16.24 million), United States and Canada ($13.43 million), Europe, Middle East and Africa ($4.40 million), and Latin America ($2.11 million). Market Cap: $41.63M Mega Matrix Inc., with a market cap of US$41.63 million, is navigating the penny stock domain through its innovative streaming platform, FlexTV. Despite being unprofitable and having a negative return on equity of -74.45%, it maintains a strong cash runway exceeding three years without long-term liabilities or debt. The recent joint venture with Wardour Studios to form AIFLIX LLC aims to integrate AI into short drama production, potentially enhancing global distribution and storytelling innovation. The company's strategic focus on AI-driven content could leverage its existing marketing channels across diverse regions for broader reach and engagement. Click here to discover the nuances of Mega Matrix with our detailed analytical financial health report. Learn about Mega Matrix's historical performance here. Simply Wall St Financial Health Rating: ★★★★★★ Overview: Cheetah Mobile Inc., with a market cap of $134.91 million, provides internet and artificial intelligence services across China, Hong Kong, Japan, and internationally. Operations: The company's revenue is derived from two main segments: Internet Business, generating CN¥568.32 million, and AI and Others, contributing CN¥285.36 million. Market Cap: $134.91M Cheetah Mobile Inc., with a market cap of $134.91 million, is navigating challenges typical of penny stocks, such as unprofitability and negative return on equity (-25.3%). Despite this, the company has seen revenue growth in recent quarters; first-quarter revenue increased to CN¥259.01 million from CN¥190.29 million year-over-year while reducing net loss significantly. It operates debt-free with short-term assets (CN¥3.2 billion) covering both short and long-term liabilities comfortably, suggesting financial stability amidst volatility (8% weekly). The seasoned management team and forecasted 22.32% annual revenue growth offer potential upside for investors seeking high-risk opportunities in this segment. Navigate through the intricacies of Cheetah Mobile with our comprehensive balance sheet health report here. Examine Cheetah Mobile's earnings growth report to understand how analysts expect it to perform. Get an in-depth perspective on all 722 US Penny Stocks by using our screener here. Curious About Other Options? Trump has pledged to "unleash" American oil and gas and these 22 US stocks have developments that are poised to benefit. This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned. Companies discussed in this article include SKIN MPU and CMCM. This article was originally published by Simply Wall St. Have feedback on this article? Concerned about the content? with us directly. Alternatively, email editorial-team@
Yahoo
10-06-2025
- Business
- Yahoo
SKIN Q1 Earnings Call: Consumables Growth, Equipment Headwinds, and Tariff Impact Shape Outlook
Skincare company BeautyHealth (NASDAQ:SKIN) reported revenue ahead of Wall Street's expectations in Q1 CY2025, but sales fell by 14.5% year on year to $69.58 million. On the other hand, next quarter's revenue guidance of $73.5 million was less impressive, coming in 2.9% below analysts' estimates. Its GAAP loss of $0.08 per share was 37.6% above analysts' consensus estimates. 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: $201.6 million BeautyHealth's first quarter performance was shaped by continued growth in consumables and improvements in gross margin, despite a double-digit decline in overall sales. CEO Marla Beck emphasized that consumables now represent over 70% of revenue, driven by robust demand for Hydrafacial's signature treatments among medical aesthetics providers. The company highlighted that sales of new boosters, particularly the Hydralock HA, have helped practices attract more consumers, while operational changes—such as consolidating production in the U.S.—have yielded cost efficiencies and reduced tariff exposure. Management cited ongoing macroeconomic pressures affecting equipment sales, with global device sales down sharply year over year. The team also pointed to enhanced inventory management and cost discipline as key contributors to improved profitability during the quarter. Looking ahead, BeautyHealth's guidance reflects both opportunities and risks as the company executes its transformation strategy. Management plans to accelerate innovation with new product launches, including the hydrophilic booster and back bar skincare products, while investing in provider partnerships and targeted marketing. CFO Mike Monahan noted that the company's outlook factors in ongoing macroeconomic uncertainty and the impact of tariffs, especially in the APAC region. Beck stated, 'We are confident that as we continue to execute, we will drive long-term shareholder value,' but also acknowledged that equipment sales are expected to remain under pressure and that tariffs could offset typical margin seasonality. Management remains focused on balancing operational discipline with investments aimed at sustaining long-term growth. Management attributed first quarter results to consumables-driven revenue, operational efficiencies, and a shift in sales strategy, while ongoing macro and tariff pressures affected equipment demand and regional performance. Consumables growth offsets equipment weakness: BeautyHealth saw strong performance in consumables, which increased over 8% year-over-year and now account for the majority of revenue. This was driven by steady demand for signature Hydrafacial treatments and the successful launch of new boosters, such as Hydralock HA, which management described as a 'traffic driver' for practices. Device sales remain challenged: Global device sales declined significantly as macroeconomic uncertainty continued to limit capital spending by providers. Management cited a 43.5% drop in this segment and addressed this by expanding lower-priced equipment options with its 'good, better, best' device strategy, helping to broaden provider access despite a tough market. Operational changes reduce tariff risk: The company completed consolidation of production to the U.S. in the prior quarter, reducing exposure to import tariffs and enhancing supply chain efficiency. CFO Mike Monahan explained that this strategic move, along with targeted inventory placement, has helped mitigate some cost pressures, though $5 million in tariff costs are still expected for the year. Regional headwinds, especially in APAC: Sales in the APAC region were impacted by changes in China's go-to-market model and ongoing tariff-related challenges. Management described the transition to a distributor model as well underway, aiming to preserve market access and simplify operations, but acknowledged that these changes contributed to the revenue decline in the region. Cost management and margin improvement: BeautyHealth's gross margin benefited from a favorable mix shift toward consumables, disciplined demand planning, and lower excess inventory charges. Selling and marketing expenses were reduced, primarily through lower personnel and event costs, supporting the improvement in adjusted EBITDA and operating margin compared to last year. BeautyHealth expects growth to be driven by product innovation, evolving go-to-market strategies, and efforts to offset tariff-related cost pressures, while remaining cautious on macroeconomic headwinds. Product innovation pipeline: Management believes that upcoming launches—such as the hydrophilic booster featuring the proprietary PEP9 complex, new treatment tips for expanded services, and the back bar skincare line—will help drive incremental revenue from existing providers and attract new customers. These products are designed to address core consumer concerns like aging and provide additional options for in-practice upsell. Strategic market adaptations: The transition to a distributor model in China, refined sales structure, and flexible device pricing are expected to help stabilize regional performance and capture demand once the macro environment recovers. However, management noted that near-term growth in capital equipment is not anticipated, and that consumables will continue to lead revenue contributions. Tariff and cost management challenges: The company anticipates $5 million in incremental tariff costs in 2025, which are expected to impact margins, particularly in the second half of the year. Management is considering options—including potential cost pass-throughs to providers—but acknowledged that the tariff situation remains fluid and could affect profitability beyond 2025 if not mitigated. In the coming quarters, the StockStory team will be closely tracking (1) the rollout and early adoption rates of new booster and skincare products, (2) progress on the transition to a distributor model in China and its impact on regional sales, and (3) the company's ability to manage tariff-related cost pressures while maintaining margin discipline. Execution on commercial initiatives to drive provider engagement and consumer awareness will also be critical to sustaining momentum. BeautyHealth currently trades at a forward EV-to-EBITDA ratio of 12.5×. Should you double down or take your chips? The answer lies in our full research report (it's free). The market surged in 2024 and reached record highs after Donald Trump's presidential victory in November, but questions about new economic policies are adding much uncertainty for 2025. While the crowd speculates what might happen next, we're homing in on the companies that can succeed regardless of the political or macroeconomic environment. Put yourself in the driver's seat and build a durable portfolio by checking out our Top 5 Growth Stocks for this month. 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.
