Consumer SentimentContinued tariff threats and negative macroeconomic factors are expected to weigh on consumer sentiment and aesthetics demand.
Earnings GuidanceThe company reset 2025 net revenue guidance to $295-$305M from previously guided $345-$355M, with the new guide representing 11%-15% growth, down from the prior guide's 30%-33% growth.
Market DemandDeteriorating demand for aesthetics caught up with Jeuveau, leading to lower purchase volumes.