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Evolus(EOLS) - 2024 Q4 - Earnings Call Presentation
2025-03-05 04:20
INVESTOR PRESENTATION MARCH 2025 2 DISCLOSURES FORWARD LOOKING STATEMENTS This presentation contains forward-looking statements as defined under the Private Securities Litigation Reform Act of 1995. All statements other than statements of historical facts contained in this presentation, including statements regarding our future results of operations and financial position; business strategy; the market growth for our product; our ability to meet our goals related to the market position of our product and pr ...
Evolus(EOLS) - 2024 Q4 - Earnings Call Transcript
2025-03-05 04:18
Financial Data and Key Metrics Changes - In Q4 2024, global net revenue was $79 million, a 30% increase over Q4 2023 [31] - Full-year global net revenues reached $266.3 million, representing a 32% increase over 2023, exceeding the guidance range [31] - The company achieved profitability for the full year, one year ahead of expectations, with non-GAAP operating income of $6.7 million in Q4 2024 [36][29] Business Line Data and Key Metrics Changes - The US product revenues accounted for approximately 95% of total sales, with a customer reorder rate of about 70% [31] - The company added over 2,900 new accounts in 2024, bringing the total to more than 15,000 purchasing accounts [10] - Evolys Rewards surpassed 1.1 million users, growing 40% over the prior year [10] Market Data and Key Metrics Changes - The US market share approached 14% by the end of 2024, reflecting a consistent gain in market share [80] - The total addressable market for the company is approximately $6.2 billion today, expected to grow to around $10 billion by 2028 [40] - International revenue contribution is anticipated to increase, with the company targeting $100 million in international revenue by 2028 [11] Company Strategy and Development Direction - The launch of Evolys is a top priority, with plans to commercialize in early Q2 2025 [13] - The company aims to achieve at least $700 million in revenue by 2028, with a non-GAAP operating income margin of at least 20% [20] - The company is focusing on integrating Evolys into its existing portfolio, leveraging its cash pay model and consumer rewards [17] Management's Comments on Operating Environment and Future Outlook - Management noted a healthy market for toxins, with continued consumer interest and growth expected in the mid to high single digits [51] - The company is optimistic about the impact of the GLP-1 label on consumer interest and market dynamics [52] - Management expressed confidence in achieving profitability and positive non-GAAP operating income for the full year 2025 [42] Other Important Information - The company achieved a reported gross margin of 66.7% in Q4 2024, consistent with Q4 2023 [32] - Operating expenses grew at a rate less than half that of revenue, demonstrating continued operating leverage [34] - The company ended Q4 2024 with $87 million in cash, reflecting strong sales growth and efficient cash collection [37] Q&A Session Summary Question: How does the company view the market conditions for US facial injectables? - Management acknowledged challenging market conditions but noted strong growth in the toxin market and consumer interest, particularly among younger generations [47][48] Question: What are the early metrics for the Club Evolys subscription program? - Management reported good results from the initial rollout of the subscription program, with plans to evaluate its performance after a full year [56][58] Question: What are the growth expectations for the US toxin market in 2025? - Management projected a healthy growth rate for the toxin market, with expectations of mid to high single-digit growth [68] Question: How does the company differentiate its new fillers? - The company highlighted the unique Coldex technology used in Evolys, which offers better stability and performance compared to competitors [72][75] Question: What are the expectations for international revenue growth? - Management indicated that international revenue is expected to grow significantly faster than US revenue, contributing a larger share over time [93]
Evolus, Inc. (EOLS) Q4 Earnings and Revenues Lag Estimates
ZACKS· 2025-03-04 23:25
Evolus, Inc. (EOLS) came out with quarterly earnings of $0.01 per share, missing the Zacks Consensus Estimate of $0.06 per share. This compares to loss of $0.14 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of -83.33%. A quarter ago, it was expected that this company would post a loss of $0.08 per share when it actually produced a loss of $0.19, delivering a surprise of -137.50%.Over the last four quarters, the company has not ...
Evolus(EOLS) - 2024 Q4 - Annual Report
2025-03-04 21:40
UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 _____________________________ FORM 10-K _____________________________ ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2024 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 001-38381 _____________________________ EVOLUS, INC. (Exact name of registrant as speci ...
Evolus(EOLS) - 2024 Q4 - Annual Results
2025-03-04 21:08
Evolus Announces Preliminary Unaudited Fourth Quarter and Full-Year 2024 Net Revenue, Achieving Record Results at the Top of the Company's Guidance Expects U.S. Approval Within 90 Days for Evolysse Form and Evolysse™ Smooth Injectable Hyaluronic Acid Gels ™ Provides 2025 Guidance and Maintains Projection for Full-Year 2025 Profitability 1 NEWPORT BEACH, Calif., January 21, 2025 – Evolus, Inc. (NASDAQ: EOLS), a global performance beauty company with a focus on building an aesthetic portfolio, today announced ...
Evolus (EOLS) Moves 5.5% Higher: Will This Strength Last?
ZACKS· 2025-02-14 14:57
Evolus, Inc. (EOLS) shares rallied 5.5% in the last trading session to close at $15.04. This move can be attributable to notable volume with a higher number of shares being traded than in a typical session. This compares to the stock's 41.6% gain over the past four weeks.Evolus recorded a strong price increase after it announced the receipt of the FDA’s approval for Evolysse Form and Evolysse Smooth injectable hyaluronic acid (HA) gels, the first two products in the Evolysse collection. These approvals mark ...
Evolus (EOLS) Surges 28.3%: Is This an Indication of Further Gains?
ZACKS· 2025-01-22 13:51
Evolus, Inc. (EOLS) shares rallied 28.3% in the last trading session to close at $13.48. This move can be attributable to notable volume with a higher number of shares being traded than in a typical session. This compares to the stock's 3% loss over the past four weeks.The sharp upsurge in EOLS shares can be attributed to positive market sentiment surrounding the company’s impressive preliminary results and strong growth outlook. Evolus reported a strong preliminary Q4 2024 performance, posting $79 million ...
Evolus: Still Bullish, But Business Faces Tricky Challenges In '25
Seeking Alpha· 2025-01-14 19:00
Group 1: Investment Opportunities and Resources - The Haggerston BioHealth marketplace channel offers at least 4 exclusive stock tips weekly, focusing on Pharma, Biotech, and Healthcare sectors [1] - The channel provides access to a model portfolio, investment bank-grade financial models, and research for investors [1] - The group caters to both novice and experienced biotech investors, offering catalysts, buy/sell ratings, product sales forecasts, integrated financial statements, discounted cash flow analysis, and market-by-market analysis [2] Group 2: Expertise and Background - Edmund Ingham, a biotech consultant with over 5 years of experience covering biotech, healthcare, and pharma, leads the Haggerston BioHealth investing group [2] - He has compiled detailed reports on over 1,000 companies in the biotech, healthcare, and pharma sectors [2]
Here's Why Evolus (EOLS) Could be Great Choice for a Bottom Fisher
ZACKS· 2024-11-18 15:55
The price trend for Evolus, Inc. (EOLS) has been bearish lately and the stock has lost 11.5% over the past week. However, the formation of a hammer chart pattern in its last trading session indicates that the stock could witness a trend reversal soon, as bulls might have gained significant control over the price to help it find support.The formation of a hammer pattern is considered a technical indication of nearing a bottom with likely subsiding of selling pressure. But this is not the only factor that mak ...
Down -29.8% in 4 Weeks, Here's Why You Should You Buy the Dip in Evolus (EOLS)
ZACKS· 2024-11-14 15:35
A downtrend has been apparent in Evolus, Inc. (EOLS) lately with too much selling pressure. The stock has declined 29.8% over the past four weeks. However, given the fact that it is now in oversold territory and Wall Street analysts are majorly in agreement about the company's ability to report better earnings than they predicted earlier, the stock could be due for a turnaround.Here is How to Spot Oversold StocksWe use Relative Strength Index (RSI), one of the most commonly used technical indicators, for sp ...