Q4 2025 Evolus Inc Earnings Call Transcript
Key Points
- Evolus Inc (EOLS) achieved 12% full-year revenue growth in 2025, marking its sixth consecutive year of double-digit growth.
- The company successfully piloted a new portfolio growth rebate, designed to reward practices for growing with Evolus across its expanding portfolio of products.
- Evolus Inc (EOLS) has a strong international presence, operating in nine countries outside the United States, with international revenue nearly doubling year over year.
- Jeuveau, the flagship neurotoxin, captured over 14% US market share, demonstrating resilience and competitiveness even in a declining procedural environment.
- The company ended the fourth quarter with $53.8 million in cash, driven by strong sales growth, disciplined expense management, and effective working capital execution.
- The US injectable procedure volumes declined for only the third time in 25 years, impacting the overall market environment.
- Evolysse, classified as a medical device, is subject to a 10% tariff, with the possibility of an additional 5% tariff, impacting cost structure.
- GAAP operating expenses for the full year 2025 increased to $229.8 million compared to $216.7 million in 2024.
- The filler market is expected to decline low-single digits over the course of 2026, reflecting ongoing market challenges.
- The company faces potential competitive pressures with the expected launch of new neurotoxin entrants from major players like AbbVie and Galderma in 2026.
Good afternoon, everyone. Thank you for standing by. Welcome to Evolus, Inc., fourth-quarter and full -year 2025 earnings conference call.
(Operator Instructions) As a reminder, today's conference call is being recorded and webcast live. (Operator Instructions)
I would like to turn the conference call over to Nareg Sagherian, Vice President and Head of Global Investor Relations and Corporate Communications. Please go ahead.
Thank you, operator. Welcome to everyone joining us on today's call to review Evolus, Inc., fourth-quarter and full-year 2025 financial results.
Our fourth-quarter and full-year 2025 press release is now on our website at evolus.com.
With me today are David Moatazedi, President and Chief Executive Officer; and Tatjana Mitchell, Chief Financial Officer. Rui Avelar, Chief Medical Officer and Head of R&D, is also with us for the Q&A portion of the call.
Today's call will include forward-looking statements. Actual results may differ
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