NASDAQ$EOLS

Evolus Inc · Q3 2024 earnings

Q3 2024 earnings · · Investor relations

Briefing

Evolus' Q3 2024 results showcased strong momentum, driven by Jeuveau® and strategic initiatives.

Evolus reported a 22% increase in total net revenues for Q3 2024, reaching $61.1 million, driven by higher volumes of Jeuveau®. The company narrowed its full-year revenue guidance to $260 million to $266 million and reaffirmed its expectation of non-GAAP profitability in Q4 2024 and full year 2025. Evolus also received approval for Estyme® in the European Union and anticipates the launch of Evolysse™ in the U.S. by September 2025.

  • Total net revenues increased by 22% to $61.1 million compared to Q3 2023.
  • Adjusted gross profit margin was 70.2%.
  • Evolus added over 600 new customer accounts, bringing the total to nearly 14,500.
  • Evolus Rewards™ consumer loyalty program surpassed 1 million enrolled consumers.

Headline financials

Total Revenue

$61.1M

Previous: $50M+22.1%
EPS

-$0.30

Previous: -$0.16-87.5%
Non-GAAP Operating Income

-$6.74M

No prior period
Adjusted Gross Profit

$42.9M

No prior period
Adjusted Gross Profit Margin

70.2%

Previous: 69.1%+1.6%
Gross Profit Margin

68.9%

Previous: 67.7%+1.8%
Evolus Rewards Members

970.1K

No prior period
Capital Expenditures

-$1.03M

Previous: -$264K-291.7%
Free Cash Flow

-$20.2M

Previous: -$17.2M-17.6%
Net Income

-$19.2M

Previous: -$16.9M-13.3%
Operating Income

-$15.5M

Previous: -$13.4M-15.1%
Gross Profit

$42.9M

Previous: $34.6M+23.9%
Cash & Equivalents

$85M

Previous: $38.7M+119.8%
Total Assets

$230M

Previous: $168M+36.7%
R&D Expense

$2.31M

Previous: $1.59M+45.8%
Stock-Based Comp

$5.22M

Previous: $4.6M+13.6%

Revenue & EPS history

Evolus · Revenue · Quarterly

$61.1M

Q3 2024+22.1%vs Q3 2023
Beat estimate in 8 of 15 quarters(53%)
ActualEstimate

Forward guidance

Evolus narrows its full year total net revenue guidance to $260 million to $266 million, representing year-over-year growth of 29% to 32% from 2023 results and well above the estimated growth rate of the aesthetic neurotoxin market. The company continues to expect its adjusted gross profit margin for the full year 2024 to be between 68% and 71%. Evolus continues to expect its full-year non-GAAP operating expenses to be between $185 million and $190 million. The company continues to expect to achieve positive non-GAAP operating income on a consolidated basis for the fourth quarter of 2024 and for the full year 2025.

Tailwinds

  • Full year total net revenue guidance narrowed to $260 million to $266 million, representing year-over-year growth of 29% to 32%.
  • Adjusted gross profit margin for the full year 2024 expected to be between 68% and 71%.
  • Full-year non-GAAP operating expenses expected to be between $185 million and $190 million.
  • Positive non-GAAP operating income expected for Q4 2024 and full year 2025.
  • PMA application for Evolysse™ Form and Evolysse™ Smooth injectable HA gels under review by the U.S. FDA with approval and launch expected by September 2025.

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 Q3 2024

Historical avgQ3 2024

+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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