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    Margarate Kaczor • William Blair & Company

    Margaret Kaczor Andrew is a Research Analyst at William Blair & Company, specializing in medical technology with a focus on areas such as robot-assisted surgery, diabetes management, and surgical devices. She covers major medtech companies including DexCom, Abbott Laboratories, Inogen, Neuronetics, and CeriBell, and is frequently recognized for her investment insight, with her notes cited by outlets like The Washington Post and CNBC. Kaczor began her career as a Financial Analyst at Wachovia Securities before joining William Blair in June 2010, and holds both accounting and finance degrees from the University of Illinois. She is a CFA charterholder, demonstrating her advanced analytical skills and commitment to professional standards.

    Margarate Kaczor's questions to Beauty Health Co (SKIN) leadership

    Margarate Kaczor's questions to Beauty Health Co (SKIN) leadership • Q4 2024

    Question

    Represented by Max, Margarate Kaczor's question focused on the 2025 outlook for operating expenses and cash flow, asking if further leverage is possible and what the plans are for cash usage.

    Answer

    Executive Michael Monahan indicated that 2025 guidance implies adjusted EBITDA margin improvement driven by higher gross margins, not OpEx leverage. He expects OpEx dollars to decline but remain stable as a percentage of sales. For cash flow, he projected the company to be roughly free cash flow neutral for the full year, with a seasonal use of cash in the first half followed by cash generation in the second half.

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