Hims & Hers suffers from bad management, and government pressure is squeezing its pharma margins. x.com 

Hims & Hers isn't worth owning because of its management: a leader who can pump and then dump the stock is not a trustworthy type. Zeta Global is the preferable alternative. x.com 

Hims & Hers' compounding direct-to-consumer distribution makes it stupidly undervalued next to Tempus AI. Hims has $2.6B in trailing revenue at a $6.7B market cap, with 66.5% annual revenue growth from Q3 2021 to Q2 2026; Tempus has $1.4B in revenue, a $14.9B market cap and 40.4% annual growth. x.com 

Hims & Hers has zero moat. x.com 

Hims & Hers faces mounting headwinds from an FTC lawsuit and a setback to its peptide expansion. The FTC alleges deceptive subscription practices and improper sharing of sensitive health data with ad platforms. An FDA advisory panel also voted against adding emideltide to the 503A Bulks List, a blow to Hims' peptide and compounding plans. x.com 

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 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' latest earnings show a deteriorating business, and hype is not worth much when that happens. x.com  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 looks good on paper, but past revenue growth does not guarantee future growth and margins are falling, which is very bad. Its peptides story could rerate the stock if executed, but it brings another regulatory overhang: peptides will be in regulation headlines every day and the stock will trade on them. x.com