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▶ 0:06 · $ZAVA · Hims & Hers Just Got a LOT Bigger! | $HIMS
episode briefing
Asymmetric Investing

Hims & Hers Just Got a LOT Bigger! | $HIMS

2026-06-02 · 3 company · 2 thematic
sentiment
2 bull0 bear1 neu
speakers
travis hoium

Travis Hoium hosts the Asymmetric Investing podcast/YouTube channel and manages the Asymmetric portfolio. He conducts fundamental research using Fiscal AI and focuses on platform business models, healthcare technology, and consumer subscription businesses. He discloses holding Hims & Hers as one of his largest positions.

quote
“First was Zava, that was a European-based company, so added a few countries to their addressable market there.”
—travis hoium
now playing · $ZAVA
$ZAVAneutral· lowtravis hoium
Zava acquisition gave Hims & Hers initial European foothold
Zava was Hims & Hers' first major acquisition, a European-based company that added several countries to their addressable market, setting the stage for the larger Eucalyptus deal.
$EUCALYPTUSbullish· mediumtravis hoium
Eucalyptus adds $450M revenue and Australian/Japan exposure to Hims & Hers
Eucalyptus brings a $450M+ annual revenue run rate, 750K+ served customers, and triple-digit growth in 2025, giving Hims & Hers immediate scale in Australia, Japan, UK, Germany, a…
$HIMS···bullish· high· postravis hoium
Hims & Hers closes Eucalyptus acquisition to accelerate healthcare aggregator strategy
The Eucalyptus acquisition adds ~$450M revenue (19% growth) and 750K+ customers, expanding Hims & Hers into Australia, Japan, and Europe; combined with GLP-1 partnerships with Nov…