Overview
- Evolus reported first‑quarter net revenue of $73.1 million with a second consecutive quarter of positive adjusted EBITDA and a narrower GAAP operating loss of $6.8 million.
- The company kept its 2026 targets for $327–$337 million in revenue and positive adjusted EBITDA, and it expects Jeuveau sales to return to growth in the second quarter after prior‑year timing effects.
- Jeuveau held about 14% U.S. market share with a 71% customer reorder rate, and the Evolus Rewards program approached 1.5 million members, signaling sticky demand at clinics.
- Evolus plans a mid‑May launch of four Estyme hyaluronic acid fillers in Europe and said U.S. clearance for Evolysse Sculpt later in 2026 remains an expectation rather than a certainty.
- The company warned that a new 15% U.S. levy on patented drugs from South Korea could begin to affect Jeuveau shipments in late September 2026 and said it is building inventory and evaluating ways to limit the impact.