In episode 23, Jonathan Stern and Patrick Lester (Bayside) welcome Andrew Dudum, the founder and CEO of Hims & Hers, for the most anticipated conversation in Hims House history. They discuss the growth of Hims' core business, the evolving landscape of GLP-1 medications, the company's dedication to consumer rights, and how Andrew thinks about navigating regulatory challenges. Andrew also shares insights into why Hims is positioned to succeed even during tough economic conditions, and he draws comparisons between Hims, Netflix, Amazon, and Uber. The episode concludes on a personal note, with Andrew recounting the story behind his family’s donut shop, George’s Donuts and Merriment, named in honor of his grandfather.
00:00 Introduction
00:57 Growth of the "Core" Business
04:25 GLP-1s
15:23 Macroeconomic Uncertainty and Business Strategy
18:00 Engaging with the Trump Administration
21:47 Comparing Hims to Netflix, Amazon, Uber, and more
29:46 Personal Story: George's Donuts & Merriment
