Q3 2025 Evolus Inc Earnings Call Transcript
Key Points
- Evolus Inc (EOLS) reported a 13% increase in revenue for the third quarter, driven by strong global demand for Jeuveau and early contributions from Evolysse in the US.
- The company's consumer loyalty program has grown to over 1.3 million members, with a 34% increase year-on-year, indicating strong consumer engagement.
- Evolus Inc (EOLS) has successfully expanded its customer base, adding nearly 500 new purchasing accounts in the third quarter.
- The company achieved a 14% market share in the US, reinforcing its position as a leader in performance beauty.
- Evolus Inc (EOLS) is on track to achieve profitability in the fourth quarter of 2025 and sustainable annual profitability beginning in 2026.
- The US aesthetic market continues to face challenges related to consumer spending, impacting overall market growth.
- Evolus Inc (EOLS) is subject to a 15% tariff on Evolysse under a new trade agreement with the European Union, which could impact financials.
- The company experienced a decrease in cash during the quarter, primarily due to pulling forward inventory purchases ahead of potential tariffs.
- Operating expenses increased in the third quarter, with GAAP operating expenses rising to $57.3 million from $55.5 million in the second quarter.
- The market for HA fillers is down double-digits, presenting a challenging environment for Evolysse despite its strong debut.
Good afternoon, everyone, and thank you for standing by. Welcome to Evolus' third-quarter earnings conference call. (Operator Instructions) As a reminder, today's conference is being recorded and webcast live. (Operator Instructions)
I would now like to turn the conference over to Nareg Sagherian, Vice President and Head of Global Investor Relations and Corporate Communications. Please go ahead.
Thank you, operator, and welcome to everyone joining us on today's call to review Evolus' third-quarter financial results. Our third-quarter press release is now on our website at evolus.com. With me today are David Moatazedi, President and Chief Executive Officer; Tatjana Mitchell, Chief Financial Officer; and Rui Avelar, Chief Medical Officer and Head of R&D.
Today's call will include forward-looking statements. Actual results may differ materially due to risks and uncertainties outlined in our earnings press release and the SEC filings. These forward-looking statements are based on current
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