In this episode of Hims House, Jonathan Stern, Louis Stevens, and Dr. H dive into Hims & Hers Health's Q3 earnings report. With a record-breaking number of subscribers now exceeding 2 million and significant financial metrics that outperformed estimates, the team dissects key data points and discusses the company's strategic direction. Topics include the rise of personalized solutions among subscribers, the impact of GLP-1 adoption, and the anticipated launch of liraglutide. The episode also touches on potential meal replacements, stock buybacks, financial health indicators, and the ongoing evolution of Hims' multi-product platform.
00:00 Introduction and Q3 Earnings Overview
00:22 Key Metrics and Achievements
01:25 High-Level Reactions and Insights
05:14 Analysis of GLP-1s and Liraglutide
09:05 Personalized Medicine Record Numbers
13:27 Financial Metrics and Shareholder Insights
18:06 North Star Metrics
23:09 Weight Loss Products and Market Impact
33:00 Speculations and Future Products
41:23 Final Thoughts
Website: https://himshouse.substack.com
Twitter/X: @himshouse
Discord: https://discord.gg/tJqGgVhkEt
Jonathan Stern - @jonathanrstern
Louis Stevens - @LA_stevens_
Dr. H - @stayathomedoc
