What is the revenue and EPS growth rate for The Beauty Health year over year?

What is The Beauty Health's latest dividend and current dividend yield?

What were the key takeaways from The Beauty Health’s earnings call?

What factors drove the changes in The Beauty Health's revenue and profit?

Did The Beauty Health beat or miss consensus estimates last quarter?

What guidance did The Beauty Health's management provide for the next earnings period?

What is The Beauty Health's gross profit margin?

What were the key takeaways from The Beauty Health's earnings call?

- **Revenue Resilience**: Q3 2025 net sales of $70.7 million (-10.3% YoY) outperformed expectations, with consumables mix rising to 71%. 
- **Margin Improvement**: Adjusted EBITDA of $8.9 million (+11% YoY) driven by cost control and consumables mix. Full-year EBITDA guidance raised to $37-39 million. 
- **Strategic Shifts**: China transition to distributor model impacting near-term sales but positioning for 2026 growth. 
- **Innovation Momentum**: Booster sales up 14%, with Hydralock HA and HydraFillic driving clinical differentiation. 
- **Churn Mitigation**: Proactive provider support programs targeting 1.8% churn rate. 
- **2026 Outlook**: Prioritizing device expansion and consumable utilization to drive top-line growth while maintaining profitability.

**【CEO Summary Section】**
- **Revenue Performance**: Q3 2025 net sales of $70.7 million (-10.3% YoY), with device segment down 24.6% YoY and consumables down 2.6% YoY. Consumables mix rose to 71% of net sales (vs. 65% in Q3 2024). 
- **Strategic Focus**: Emphasized four priorities: 1) Protecting the 35,409-unit installed base, 2) Driving consumable utilization (e.g., 14% booster sales growth), 3) Innovating with clinically-backed products like Hydralock HA and HydraFillic, and 4) Operational excellence (inventory reduced to $56.1M, lowest in 3 years). 
- **Financial Highlights**: Adjusted EBITDA of $8.9 million (+11% YoY), raising full-year guidance to $293-300M revenue and $37-39M EBITDA. 
- **China Transition**: Shift to distributor model impacted Q3 sales, but pre-positioned inventory for 2026 demand. 
- **Churn Management**: Actively addressing 1.8% churn rate (vs. 0.9% historical norm) through provider support programs. 

**【CFO Financial Commentary】**
- **Revenue Breakdown**: Americas (-7%), APAC (-41.5%), EMEA (flat). GAAP gross margin 64.6% (vs. 61.2% Q3 2024) due to consumables mix. 
- **Expense Control**: Total operating expenses down 16.5% YoY to $51.9 million, with R&D up 53.2% on early-stage investments. 
- **Balance Sheet**: $219.4 million cash, down from $370.1M due to debt refinancing. Inventory at $56.1 million (vs. $69.1M year-end 2024). 
- **Q4 Outlook**: Net sales $74.5-81.5M, EBITDA $6.9-8.9M, reflecting reduced YoY declines and cost discipline. 

**【Q&A Highlights】**
- **Regional Trends**: Americas device sales stabilizing after 20%+ Q1/Q2 declines. EMEA consumables up 10% driven by Germany. APAC constrained by China transition. 
- **Pricing Power**: 5% consumables price increase absorbed well, with booster ASPs rising. 
- **Device Strategy**: "Good, Better, Best" program (Syndeo, Allegro, Elite) targeting macro-resilient spending. 
- **Consumer Trends**: Booster attachment rates strong, but utilization rates under pressure. 
- **2026 Outlook**: Focus on top-line growth through device expansion, while maintaining profitability through operational leverage.

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