The Beauty Health Company SEC Filings

The Beauty Health Company (SKIN) filed its Q3 2025 10‑Q, reporting net sales of $70.655 million, down 10.3% year over year. Gross profit was $45.634 million, lifting gross margin to 64.6% from 51.6% a year ago as cost of sales fell. The company posted a loss from operations of $6.242 million and a net loss of $11.031 million, both improved versus last year.

Delivery Systems revenue declined 24.6% to $20.819 million, while Consumables slipped 2.6% to $49.836 million. Operating cash flow was $22.289 million for the nine months. Cash, cash equivalents, and restricted cash were $219.397 million, and inventories were $56.146 million.

Capital structure shifted with privately negotiated exchanges and repurchases of the 1.25% 2026 notes. The company issued $250.0 million of 7.95% Convertible Senior Secured Notes due 2028 (initial conversion rate 349.6503 shares per $1,000, or ~$2.86 per share) and recognized related net gains. Convertible senior notes, net, totaled $363.388 million at quarter end. As of November 3, 2025, Class A shares outstanding were 127,503,059.

The Beauty Health Company (SKIN) furnished an update on its fiscal quarter ended September 30, 2025. The company issued a press release and will hold a conference call covering its results, with the release provided as Exhibit 99.1.

The materials include non-GAAP financial information, with GAAP-to-non-GAAP reconciliations in Exhibit 99.1. The Item 2.02 information is furnished, not filed. The company also notes it shares material information via SEC filings, press releases, public calls, and its investor relations website.

Beauty Health (SKIN)Philippe Schaison. The event date is 10/30/2025. The filing states that no securities are beneficially owned. It was filed by one reporting person and includes an Exhibit 24 Power of Attorney, with the form signed by an attorney-in-fact.

The Beauty Health Company (SKIN) appointed Dr. Philippe Schaison to its Board, effective October 30, 2025. The Board and its Nominating and Corporate Governance Committee determined he is an independent director under Nasdaq and SEC rules. He was also appointed to the Nominating and Corporate Governance Committee and the Compensation Committee.

Director compensation will follow the company’s standard non‑employee director program and be prorated from his start date. The company furnished a press release on November 3, 2025, announcing the appointment.

The Beauty Health Company filed an amended report detailing the separation terms for former Chief Executive Officer Marla Beck, whose employment ended without cause effective September 30, 2025. She will serve in an advisory capacity from October 1 through no later than December 31, 2025, receiving her current compensation during this period, stated as $250,000 payable bi‑weekly.

Under the separation agreement, Ms. Beck will receive continued payment of Base Salary for eighteen months, a prorated bonus for the year of termination and any earned but unpaid prior‑year bonus, reimbursement of the employer portion of COBRA premiums for up to eighteen months, and up to $10,000 in legal fees. Her performance share units with a grant‑date value of $1,700,000 vest in full as of the Separation Date. The company states the departure did not arise from any disagreement related to financial reporting, operations, policies, or practices.

Beauty Health Co (SKIN) reporting person Pedro Bruno Ferreira Malha, who is President, CEO and a director, received restricted stock unit grants on 10/09/2025 that total 2,190,384 Class A common shares when combined across two grant lines. The filing shows 1,228,846 and 961,538 RSUs granted at an indicated per-share figure of $1.56. The RSUs vest in three equal annual installments beginning on the first anniversary of the grant, subject to continued service and certain acceleration rights, and are reported as directly owned following the grant.

The report was signed by an attorney-in-fact on 10/10/2025. No derivative securities or other transactions are disclosed. This filing documents an equity grant to align the CEO/director with shareholder interests through multi-year vesting rather than a sale or purchase of existing shares.

Initial Form 3 filed for Beauty Health Co (SKIN) reports that Pedro Bruno Ferreira Malha, listed as President and CEO and a director, filed an initial Section 16 statement for an event dated 10/01/2025. The filing states no securities are beneficially owned by the reporting person and includes an Exhibit 24 power of attorney. The form was signed by an attorney-in-fact on 10/10/2025.

The Beauty Health Company appointed Hatem Malha as President, CEO and director and disclosed the material terms of his employment agreement. His base salary will be $800,000 per year (pro-rated if partial year). He will receive a $450,000 one-time cash bonus payable within 14 days of the effective date that is repayable if he resigns without specified cause or is fired for cause within 12 months. He is eligible for an annual performance bonus targeted at 125% of base salary and two one-time equity awards: an Initial equity grant of $2,556,000 split 75% in RSUs and 25% in PSUs, and a 2025 equity grant of $2,000,000 split 75% RSUs and 25% PSUs, each subject to board approval and the company's Incentive Plan vesting terms.

Mirabella Financial Services LLP reported beneficial ownership of 12,790,383 shares of Beauty Health Company (common stock), representing 10.21% of the class. The filing states these shares are held on behalf of Blue Riband Fund LP, for which Mirabella acts as investment manager and has sole voting and dispositive power over the reported shares. The filing notes the holdings were acquired in the ordinary course of business and not for the purpose of changing or influencing control. The issuer's principal executive office is listed in Long Beach, California.