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, integrating injectables into mainstream beauty regimens.

• Positioned as a performance beauty company, leveraging a cash pay model, design-centric innovation, and digital infrastructure for differentiation.

• Achieved 13% U.S. market share in five years, with Jeuveau as the fastest-growing brand and #2 in consumer awareness.

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

• Strong brand identity and consumer-centric approach, with high satisfaction and awareness among millennials and industry recognition.

Product innovation and clinical differentiation

• Jeuveau demonstrated superior or comparable efficacy to market leaders in head-to-head Phase III trials, with faster onset and longer duration.

• Evolysse, a next-generation HA filler using Cold Technology, showed statistical superiority and efficiency in clinical trials, with less volume needed for better results.

• Launch of Form and Smooth fillers in the U.S. within 12 months, covering 95% of HA procedures, with Sculpt and Lips to follow through 2027.

• Product launches sequenced with additional indications planned through 2027 and beyond.

• High product satisfaction and versatility highlighted by independent clinical investigators and practitioners.

Digital platform and customer engagement

• Proprietary digital platform enables seamless ordering, practice management, and patient loyalty programs.

• Co-branded media campaigns and hyper-localized marketing drive practice growth and brand awareness, with 1.5 billion impressions delivered.

• Evolus Rewards, a text-based loyalty program, is on track for one million enrollments by year-end, supporting high patient retention.

• Club Evolus, a new patient membership program, offers affordable, recurring treatments and is set for national launch.

• Digital infrastructure supports scalability and integration of new products, enhancing customer and consumer experience.