Evolus (EOLS) Earnings Call Presentation

Market and Growth - The total addressable market expands by 78% with the addition of injectable HA gel portfolio[16] - The neurotoxin market is growing to $6 billion in 2028, with a 13% CAGR from 2023[21] - The fillers market is growing to approximately $4 billion in 2028, with a 10% CAGR from 2023[21] - Evolus International is expected to achieve $100 million in 2028[23] Financial Performance and Projections - Evolus expects total net revenues for 2025 to be between $345 million and $355 million[28,112] - Q4 2024 net revenue reached $79 million, a 30% year-over-year increase[106] - The company projects at least $700 million total net revenue by 2028[113,115] - The company projects a non-GAAP operating income margin of at least 20% by 2028[113,115] Product and Strategy - Jeuveau's share of the toxin market has grown from 4% in 2019 to 13% in 2024[19] - 70% of toxin consumers also use a dermal filler[71] - Evolus Rewards program has approximately 1.1 million total enrollments[59,107]