Evolus (EOLS) Investor Day 2024 summary

Strategic vision and market positioning

• Transitioning from medical aesthetics/pharma to a broader beauty focus, targeting millennials and the $1.5T beauty and wellness market, with a design-centric, digital-first approach.

• Defined a new 'performance beauty' category, emphasizing high-quality, data-backed products and deep consumer understanding.

• Achieved 13% U.S. market share in five years, with Jeuveau as the fastest-growing brand and second-highest awareness in its category.

• Expanding global reach into seven key markets, aiming for $100M in international revenue by 2028.

• Cash pay model, co-branded media, and digital platforms drive unique value for providers and consumers.

Product innovation and clinical differentiation

• Jeuveau and Evolysse fillers supported by clinical data showing non-inferiority or superiority to market leaders, with high patient satisfaction and natural results.

• Evolysse uses Cold Technology for more natural, stress-resistant HA gels, with launches sequenced through 2027.

• Filler portfolio (Form, Smooth, Sculpt, Lips) covers 95% of HA procedures, with staged launches and additional indications planned.

• Heavy investment in medical education, including Evolus Academy to double training reach.

• Digital platforms and loyalty programs (Evolus Rewards, Club Evolus) drive patient retention and practice growth.

Digital platform and customer engagement

• Proprietary digital platform enables seamless ordering, practice management, and patient loyalty, with over 2.2M app logins and 16,000 unique users.

• Co-branded media delivers hyper-local, customized campaigns, driving 1.5B impressions and national brand awareness.

• Evolus Rewards and Club Evolus have nearly 1M enrolled consumers, supporting high patient retention and repeat business.

• Club Evolus offers quarterly treatments for a monthly fee, increasing patient frequency and unit usage.

• Digital infrastructure is scalable for new products and international markets, supporting efficient growth.