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Moats and Monopolies
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The Beauty Health Company Q1 2024 Earnings: Sitting Pretty Or Turning Ugly?
Summary
- New CEO Marla Beck seems to be a rational and competent leader with the experience needed to turn a product into a decent company.
- The Q1 2024 Earnings are a mixed bag, but there may be light at the end of the tunnel, as the company is slowly ameliorating the Syndeo 3 rollout debacle.
- Newly appointed COO Sheri Lewis is an experienced operator with a good resume and hopefully can sort out the supply chain issues that the company has faced.
- The company now has a forward PE!
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