NASDAQ$EOLS

Evolus Inc · Q2 2023 earnings

Q2 2023 earnings · · Investor relations

Briefing

Evolus reported record quarterly revenue driven by higher volumes of Jeuveau and raised full-year revenue guidance.

Evolus reported a strong second quarter with net revenue increasing 33% year-over-year to $49.3 million. The company raised its full-year 2023 net revenue guidance to $185 to $195 million and is on track to achieving sustained profitability with existing cash.

  • Net revenue for Q2 2023 increased 33% to $49.3 million compared to $37.2 million in Q2 2022.
  • Added nearly 800 new customer accounts in the quarter, bringing the total to approximately 11,000 since launch.
  • Evolus Rewards consumer loyalty program grew by 64,000 members to 638,000.
  • Completed Phase 2 clinical study evaluating an “extra-strength” dose for an extended duration of Jeuveau, with presentation of the final dataset planned for Q4 2023.

Headline financials

Total Revenue

$49.3M

Previous: $37.2M+32.8%
EPS (adj)

-$0.19

Previous: -$0.42+54.8%
Non-GAAP Operating Expenses

$42.7M

No prior period
Non-GAAP Operating Income

-$8.02M

No prior period
Adjusted Gross Profit Margin

70.2%

Previous: 57.4%+22.3%
Gross Profit Margin

68.7%

Previous: 55.4%+24.0%
Capital Expenditures

-$235K

Previous: -$243K+3.3%
Free Cash Flow

-$18.4M

Previous: -$23.7M+22.5%
Net Income

-$18.1M

Previous: -$23.5M+22.7%
Operating Income

-$15.1M

Previous: -$21.3M+29.2%
Gross Profit

$34.6M

Previous: $21.3M+62.3%
Cash & Equivalents

$41.7M

Previous: $84.5M-50.6%
Total Assets

$169M

Previous: $211M-19.9%
Stock-Based Comp

$4.17M

Previous: $2.98M+40.0%

Revenue & EPS history

Evolus · Revenue · Quarterly

$49.3M

Q2 2023+32.8%vs Q2 2022
Beat estimate in 8 of 15 quarters(53%)
ActualEstimate

Forward guidance

Evolus expects full year 2023 net revenues between $185 million and $195 million and anticipates reaching sustained positive non-GAAP operating income in 2025.

Tailwinds

  • Full year 2023 net revenues are expected to be between $185 million and $195 million.
  • Adjusted gross profit margin for the full year 2023 is expected to be between 68% and 71%.
  • Full-year non-GAAP operating expenses are expected to be between $153 million and $158 million.
  • Expect to achieve sustained positive non-GAAP operating income on a consolidated basis in 2025.
  • Projects total net revenue can reach $700 million by 2028.

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 2023

Historical avgQ2 2023

+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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