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$HIMS · Hims & Hers Update: The Real Story Behind Earnings | $HIMS
now playing · $HIMS
$HIMS···bullish· high· postravis hoium
Asymmetric Investing host remains bullish on HIMS despite noisy earnings: 25-35% core growth at 1.7x EV/Sales
The host argues HIMS's reported growth deceleration is noisy due to GLP-1 compounding revenue recognition changes and FDA regulatory shifts; core growth is 25-35% with positive op…
$RObearish· mediumtravis hoium
Ro gaining market share on HIMS via Novo Nordisk Wegovy partnership, threatening compounding moat
Ro has gained significant market share against HIMS, accelerated by its partnership with Novo Nordisk for branded Wegovy, posing a competitive threat as the market shifts from com…
$ZAVAneutral· lowtravis hoium
HIMS acquired Zava in 2025 as part of international roll-up strategy
HIMS acquired Zava in 2025 as part of its M&A strategy to expand internationally and add revenue using positive operating cash flow.
$EUCALYPTUSbullish· mediumtravis hoium
HIMS acquiring Eucalyptus for $200M revenue adding 100% growth, potential $6-800M by 2027
HIMS acquisition of Eucalyptus adds $200M revenue growing 100% in 2025 at $450M run rate, could reach $6-800M by 2027, providing growth optionality at current HIMS valuation.