Beauty Health Company Class A (SKIN)

The company reported a Q3 2025 EPS of -$0.09, missing estimates, but quarterly revenue exceeded expectations; net sales decreased by 10.3% compared to Q3 2024. Pedro Malha was named President and CEO, effective October 1, 2025, and Philippe Schaison was appointed to the Board of Directors, effective October 30, 2025. The share price declined by 18.64% between January 8, 2025, and January 7, 2026, and experienced weakness during the December 2025 holiday period. A promising Q4 2023 earnings report led to an 18% increase in shares due to steady growth in Americas consumables sales and strong device placement in the Asia-Pacific region.

The company operates in the beauty and wellness sector, where consumer preferences are shifting towards self-care and personal wellness. Consumable sales have shown resilience, but global equipment sales have seen declines, and the stock experienced weakness during the holiday period in December 2025, suggesting potential seasonal fluctuations.

The Beauty Health Co. is a global company in the professional beauty and wellness industry, focusing on skin health. It designs, develops, manufactures, markets, and sells aesthetic technologies and products, operating as a 'medtech meets beauty' firm with a 'razor-and-blade' business model. Its major products include HydraFacial, a hydradermabrasion system; Syndeo devices, delivery systems for personalized experiences; SkinStylus SteriLock Microsystem, a microneedling device; Keravive peptide solutions for scalp health; and the MyBeautyHealth mobile application for consumers.

The Beauty Health Co. has a global presence, designing, developing, manufacturing, marketing, and selling its products in the Americas, Asia-Pacific, Europe, the Middle East, and Africa. As of September 30, 2025, the company had an active machine install base of over 35,000 units globally.

The company released its third annual Skintuition Report in December 2025. Investigations were initiated by a former Louisiana Attorney General in November and December 2025, looking into the officers and directors of The Beauty Health Company. Customer caution around the Syndeo 3.0 machine impacted equipment sales in early 2024, but these concerns reportedly began to subside by March 2024.

Approximately 36.17% to 61.83% of the company's stock is held by institutional shareholders, including Fmr LLC, Mirabella Financial Services LLP, BlackRock, Inc., Woodline Partners LP, and Vanguard Group Inc. Insiders own approximately 14.50% to 54.04% of the stock, with Lcp Edge Holdco LLC being the largest individual shareholder.