Evolus Earnings Call Transcripts
Fiscal Year 2026
-
Mid-teens market share and double-digit growth were achieved in 2025, with international expansion and a new HA filler, Evolysse, strengthening the portfolio. The company expects continued growth, stable pricing, and profitability in 2026, with Sculpt poised as a key future driver.
-
Toxin market recovery began in late 2023, with fillers lagging but showing positive signs, especially in the UK. Portfolio expansion, including a differentiated HA filler and upcoming Sculpt launch, is driving growth, supported by strong training, loyalty programs, and international expansion. 2026 revenue is guided at $327M-$337M, with further growth expected by 2028.
Fiscal Year 2025
-
Delivered 12% revenue growth in 2025 and achieved Q4 profitability despite a rare market decline. Guidance for 2026 targets 10–13% revenue growth, stable margins, and sustained profitability, with new product launches and international expansion supporting future growth.
-
Strong growth continues with Jeuveau and the rapid launch of Evolysse, supported by a robust financial position and expanding international presence. Market headwinds are being addressed through product differentiation, portfolio bundling, and innovation, with profitability targeted for Q4 2025 and a major portfolio expansion in 2026.
-
Q3 revenue grew 13% year-over-year, driven by Jeuveau and Evolysse, with strong consumer loyalty and expanding customer base. Gross margin remained robust, and the company is on track for profitability in Q4 2025, despite tariff risks and a challenging market.
-
Second quarter revenue grew 4% year-over-year, driven by Evolysse's strong launch and international expansion, despite Jeuveau's first-ever decline amid a challenging U.S. market. Cost structure was optimized, guidance was reset, and profitability is targeted for 2026.
-
Q1 revenue grew 15.5% to $68.5M, driven by market share gains and a strong Jeuveau performance, while Evolysse launched with robust early adoption. 2025 guidance of $345M–$355M revenue and profitability was reaffirmed, supported by favorable debt refinancing and disciplined capital management.
-
Evolus is launching Evolysse, a differentiated hyaluronic acid filler, in Q2, leveraging a unique cold cross-linking process and targeted marketing to expand its portfolio. Financial guidance remains strong, with profitability achieved ahead of schedule and a focus on premium market positioning.
-
Strong double-digit growth continues, with a new HA filler launch expected to drive further expansion and account penetration. Differentiation through technology, clinical data, and targeted marketing positions the company for at least $700 million in revenue by 2028, with robust profitability and disciplined international growth.
-
Performance beauty strategy and innovative products drive strong growth, with a 14% toxin market share and new launches like Evolysse targeting weight loss patients. 2025 revenue is guided at $345–$355 million, with international expansion and a robust pipeline supporting long-term targets.
Fiscal Year 2024
-
Achieved full-year profitability in 2024, driven by 32% revenue growth and market share gains. FDA approval of new HA gels expands the addressable market, with 2025 revenue guidance of $345–$355 million and continued operating leverage expected.
-
Aesthetics-focused company is growing rapidly with a differentiated cash-pay model, expanding internationally, and launching innovative dermal fillers. Digital engagement and loyalty programs drive high customer retention and growth. 2028 guidance targets $700M+ revenue, with strong operating leverage and profitability expected.
-
Q3 net revenue grew 22% year-over-year to $61.1 million, with strong U.S. market share gains and the launch of Estyme in Europe. 2024 revenue guidance was narrowed to $260–$266 million, and profitability is targeted for Q4 2024 and full year 2025.
-
A new 'performance beauty' category is driving rapid growth, with Jeuveau and the upcoming Evolysse filler line supported by a proprietary digital platform, innovative marketing, and a cash pay model. The company targets $700M+ revenue and 20%+ margins by 2028, leveraging strong clinical data, efficient operations, and expanding market opportunities.
-
Performance beauty company has grown Jeuveau to 13% U.S. market share, expanded its addressable market with a new filler line, and achieved early profitability. Focused on millennials and international growth, it expects stable margins and no major capital needs through 2028.
-
Q2 revenue grew 36% year-over-year to $66.9M, achieving profitability ahead of schedule and raising 2024 guidance to $260–$270M. Jeuveau's market share rose to 13%, and the company is preparing for a 2025 filler launch while targeting $700M revenue by 2028.