Hims & Hers' distribution case is stronger because Novo Nordisk chose to sell through it after suing it. Nearly 2.9 million subscribers spend $92 monthly on average, up 21%, as customers add products. The base case is $117-$156 by 2030. Branded weight-loss drugs broke margin expansion for a year, maybe more. FTC cancellation claims pose a retention risk, though growth does not suggest trapped customers. Subscriber growth stalling or retention built on friction would prompt a sale. x.com 

Hims & Hers is a telehealth powerhouse whose rapid expansion into GLP-1 weight-loss offerings is driving hyper-growth in revenue and subscribers. Its legal issues are now behind it. x.com 

Hims & Hers is one to avoid because it has been forced out of higher-margin compounded GLP-1s into lower-margin business. x.com 

Hims & Hers is scaling quickly as branded weight-loss treatments and international expansion add growth. Q2 revenue rose nearly 40% to $753M, subscribers grew by 300,000 to near 3 million, and full-year revenue guidance rose to $3.1-3.3B. International revenue rose more than 17-fold on the Eucalyptus acquisition, and branded weight-management offerings added over 125,000 users since spring. AI handles about 80% of customer inquiries, cutting non-clinical support costs nearly 50%. x.com 

Hims & Hers can 10x on GLP-1s and international expansion. It has a $6.86B market cap against $2.58B of trailing revenue growing 28%, with 3 million subscribers. x.com  x.com 

Hims & Hers faces continued selling pressure as GLP-1 competition intensifies. Q1 revenue of $608.1 million missed the $617.5 million estimate, gross margin was 65.0% versus 71.7% expected, and EPS turned negative for the first time since Q3 2023. Q2 EBITDA guidance of $35-55 million trailed the $70.1 million estimate, and the full-year EBITDA range was cut. Management's call for growth to reaccelerate from 4% to 18-20% looks doubtful, though revenue guidance and 30% short interest cap a short. … Show more

Hims & Hers may benefit as GLP-1 drugmakers lose pricing power. With dozens of GLP-1s in development on top of those available today, no pharmaceutical company appears to have sustainable pricing power, which looks good for Hims & Hers. x.com 

Hims & Hers' peptide capabilities may be underappreciated, setting up a strong bounce after peptide news. Per @riyadosofian, it is the only telehealth company with a peptide facility and global distribution system. A strong bounce is expected now as the stock holds outside its wedge. x.com  x.com 

Hims & Hers is executing poorly despite its potential, and its appeal as a retail darling is fading after a rough first quarter. Per @himshouse, revenue was $608 million versus $617 million expected, EPS was -$0.40 versus $0.03 expected, and gross margin fell to 65% from 73% a year earlier, while subscribers grew 9% to 2.584 million. CEO Andrew Dudum can do better. x.com 

Hims & Hers' newly previewed Peptides+ offering could add a growth vertical to its healthcare platform. Management plans access to sermorelin, glutathione and NAD+; recent regulatory developments may also open a path for BPC-157 and TB-500, subject to further conditions. Rollout and commercial opportunity remain unproven, and margins and execution are still risks. x.com