Evolus reports Q2 EPS (27c), consensus (9c)

Reports Q2 revenue $69.4M, consensus $82.0M. “U.S. toxin demand softened in the second quarter, driven by reduced patient demand due to a sharp decrease in consumer sentiment which resulted in accounts purchasing lower volumes acutely felt in the final two weeks of the quarter. Despite these challenges, Jeuveau(R) continues to outperform the market, maintaining our 14% market share through the first half of 2025 and reinforcing the strength of our brand and customer base,” said David Moatazedi, President and Chief Executive Officer of Evolus (EOLS). “At the same time, the launch of Evolysse(TM) surpassed all expectations and marked the strongest first quarter for any filler entrant in over a decade, providing a meaningful start to our evolution into a multi-product performance beauty company. In addition, our international business delivered exceptional growth, highlighting the increasing demand for our product outside the U.S. and the growing global relevance of our brand. We took decisive action to offset the reduction in revenue and near-term outlook by optimizing our cost structure, thoughtfully reducing operating expenses, and to maintain our ability to achieve positive non-GAAP operating income in the fourth quarter. Looking ahead, multiple industry surveys point to an incremental improvement in the U.S. toxin market which is reflected in our business. The second quarter was not representative of our expectations for the back half of the year, which we project to deliver meaningful growth and keep us on track to achieve our $700 million revenue target by 2028.”