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Sep 30, 2023

Evolus Q3 2023 Earnings Report

Evolus reported record quarterly revenue driven by increased Jeuveau® sales and disciplined operating expense management, demonstrating progress towards profitability.

Key Takeaways

Evolus reported a record third quarter with net revenue of $50 million, a 48% increase from Q3 2022. The company is raising its full-year 2023 revenue guidance to $194 to $198 million. They are progressing towards profitability, with operating cash use at $0.9 million for the quarter.

Achieved record quarterly revenue of $50 million, up 48% year-over-year.

Increased full-year 2023 revenue guidance to $194 to $198 million.

Added over 650 new customer accounts, bringing the total to approximately 11,600 since launch.

Net cash used for operating activities reached an all-time quarterly low of $0.9 million.

Total Revenue
$50M
Previous year: $33.9M
+47.6%
EPS
-$0.16
Previous year: -$0.36
-55.6%
Non-GAAP Operating Expenses
$40.3M
Previous year: $33.7M
+19.6%
Gross Profit
$33.9M
Previous year: $19.7M
+72.1%
Cash and Equivalents
$38.7M
Previous year: $65.6M
-41.0%
Free Cash Flow
-$953K
Previous year: -$17.6M
-94.6%
Total Assets
$168M
Previous year: $193M
-12.8%

Evolus

Evolus

Forward Guidance

Evolus anticipates continued growth, projecting total net revenues for the full year 2023 to be between $194 and $198 million. They also project total net revenue can reach $700 million by 2028.

Positive Outlook

  • Total net revenues for the full year 2023 to be between $194 and $198 million, representing year-over-year growth of greater than 30%
  • Adjusted gross profit margin for the full year 2023 to be between 68% and 71%.
  • Full-year non-GAAP operating expenses to be between $153 and $158 million.
  • Expect to achieve positive non-GAAP operating income on a consolidated basis in 2025.
  • Projects its total net revenue can reach $700 million by 2028, a compound annual growth rate of 29%