Primary-source Coverage Bootstrap of Hims & Hers, covering revenue scale, subscriber growth, GLP-1 mix shift, international expansion, cash generation, and the proof gates needed before higher conviction.
References
Sources used in this report
SEC submissionsSEC submissions JSON for CIK 00017737512026-05-12 · Issuer identity, latest filing inventory, fiscal-year metadata.SEC companyfactsSEC XBRL companyfacts for CIK 00017737512026-05-12 · Reported financial statement facts used to cross-check company disclosures.SEC filingFY 2025 Form 10-K2026-02-23 · Business model, risk factors, FY 2025 financials, marketing expense, gross margin discussion, cash flow.Company earnings releaseQ1 2026 financial results2026-05-11 · Q1 revenue, subscribers, geography split, margin, adjusted EBITDA, cash flow, and 2026 guidance.Company earnings releaseFY 2025 financial results2026-02-23 · Full-year financial highlights, subscribers, cash flow, free cash flow, and 2026 baseline guidance.Company press releaseStrategic shift for US weight loss business2026-03-09 · Novo collaboration, reduced compounded GLP-1 marketing, and revised weight-loss strategy.Company press releaseNovo Nordisk FDA-approved GLP-1s available with Hims & Hers2026-03-26 · Operational detail on branded GLP-1 access, pricing structure, and member support layer.Company press releaseAgreement to acquire Eucalyptus2026-02-19 · International expansion, transaction value, customer base, and regulatory/closing risk.