NASDAQ$EOLS

Evolus Inc · Q2 2022 earnings

Q2 2022 earnings · · Investor relations

Briefing

Reported a record quarter with above-market growth and increased market share, driven by strong adoption of Jeuveau®.

Evolus reported a 42% increase in net revenue to $37.2 million compared to Q2 2021. The company reaffirms full-year 2022 net revenue guidance of upper end of $143 to $150 Million. Evolus expects its existing cash balance will fund current operations through cash flow breakeven.

  • Net revenue increased 42% to $37.2 million compared to the second quarter of 2021.
  • Added 590 new customer accounts in the second quarter, bringing the total base since launch to more than 8,100 purchasing customers.
  • Membership in the Evolus Rewards loyalty program ended the quarter at nearly 390,000 consumers.
  • Launched its largest promotional campaign to date, the “Switch Your Tox and Love Evolus Forever” program.

Headline financials

Total Revenue

$37.2M

Previous: $26.1M+42.4%
EPS (adj)

-$0.42

Previous: -$0.31-35.5%
Adjusted Gross Profit Margin

57.4%

Previous: 56.7%+1.2%
Gross Profit Margin

55.4%

Previous: 53.9%+2.8%
Capital Expenditures

-$243K

Previous: $0.00
Free Cash Flow

-$23.7M

Previous: -$15.6M-52.0%
Net Income

-$23.5M

Previous: -$15.6M-50.4%
Operating Income

-$21.3M

Previous: -$15.3M-39.5%
Gross Profit

$21.3M

Previous: $14.8M+44.3%
Cash & Equivalents

$84.5M

Previous: $132M-35.9%
Total Assets

$211M

Previous: $240M-12.1%
Stock-Based Comp

$2.98M

Previous: $2.86M+4.1%

Revenue & EPS history

Evolus · Revenue · Quarterly

$37.2M

Q2 2022+42.4%vs Q2 2021
Beat estimate in 8 of 15 quarters(53%)
ActualEstimate

Forward guidance

Evolus continues to believe it can achieve the upper end of its full-year sales guidance range of $143 to $150 million. Evolus continues to expect its full-year adjusted gross profit margin to increase and be between 58% and 61% with a fourth quarter step up to 68% to 71% concurrent with the significant decrease in settlement royalty rates. The company continues to expect full-year non-GAAP operating expenses to be between $135 million and $140 million.

Tailwinds

  • Achieve the upper end of its full-year sales guidance range of $143 to $150 million.
  • Full-year adjusted gross profit margin to increase and be between 58% and 61%.
  • Fourth quarter step up to 68% to 71% concurrent with the significant decrease in settlement royalty rates.
  • Remain on track to launch Nuceiva® in Europe beginning in the third quarter of 2022.
  • Remain on track to complete its Phase II “extra strength” Jeuveau® clinical study by the end of the second quarter of 2023.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 19 quarterly earnings reports · overlaid with Q2 2022

Historical avgQ2 2022

+0.5%

Avg return

Earnings day

-0.8%

Avg return

5 days after

+0.1%

Avg return

30 days after

42%

14 / 33 earnings

Positive

+35.4%

Q4 2025

Best reaction

-26.9%

Q2 2022

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+4.7%+19.3%
Q4 2025+35.4%+29.5%-2.4%
Q3 2025+5.4%+2.6%+0.6%
Q1 2025-14.2%-13.9%-14.6%
Q4 2024-1.3%-11.6%-25.5%
Q3 2024-13.3%-20.4%-23.2%
Q2 2024+15.2%+9.2%+30.4%
Q1 2024-1.0%-4.8%-7.4%
Q4 2023-0.3%-0.1%-6.0%
Q3 2023+9.7%+0.4%+20.3%
Q2 2023-1.2%-8.3%-2.6%
Q1 2023+17.8%+14.9%-3.9%
Q4 2022-6.4%-7.7%-8.5%
Q3 2022-8.4%-3.2%-1.6%
Q2 2022-26.9%-28.3%-30.3%
Q1 2022+9.2%+29.0%+20.4%
Q4 2021+1.8%+3.0%+25.0%
Q3 2021-9.5%-10.0%-33.3%
Q2 2021-6.9%+1.7%-15.1%
Q1 2021-0.9%+2.4%+41.1%
Q4 2020-21.1%-28.2%-43.0%
Q3 2020-1.9%+2.3%+23.9%
Q2 2020+6.6%+6.0%+2.6%
Q1 2020+4.8%-9.7%+32.9%
Q4 2019-3.4%-8.1%-51.9%
Q3 2019-2.2%-10.7%-20.3%
Q2 2019-10.9%-21.8%-6.7%
Q1 2019-7.5%-5.1%-46.4%
Q4 2018+7.0%-3.3%-2.7%
Q3 2018-5.8%-6.6%-10.6%
Q2 2018+6.0%+8.2%+34.8%
Q1 2018+27.9%+38.9%+142.4%
Q4 2017+8.5%+9.1%-15.3%
Q3 2017
Q2 2017
Q1 2017
Q4 2016
Q3 2016
Q2 2016
Q1 2016

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