HIGHLIGHTS
Hims AND Hers both hit all-time-high weekly web traffic in the same week (week ending May 17) 🤯
Hims has reclaimed the web traffic lead from Ro, and is now growing faster y/y (+27% vs +19%)
Hers iOS app just posted its best-ever weekly rank in the app store (#11) 🔥
Hers continues to outrank Hims, full stop -- ahead on both the latest week (#11 vs #19) and the 30-day average (#13 vs #21)
Every telehealth app we track climbed this week: Hims, Hers, Ro, and One Medical all improved, and even cellar-dweller LifeMD bounced 30 spots (#195 → #165) though still >100 spots below the rest
Y/y sales now positive 3 of the last 4 weeks. Paired with the strong web traffic + app rankings, it looks like the long-awaited “reacceleration” might finally be here
Hims Meta ads pivoted hard back to !@#$; Hers is leaning into weight loss (now well over half its ads)
“ Hims is a flop” “ Hims is going back to 16” is what everyone was saying a month ago and while it was taking a beating. Happy to see that the company has proved them wrong.
Continuous growth and continuous development since then. Props to all those that didn’t sell and held conviction!
News: Hims & Hers launches generics for Novo’s semaglutide in Canada
Corgen
för 2 veckor sedan
Bad news and PERCIEVED bad news
So I have been trying to answer the question:
What are the real bad news
and what are just "feels bad" news
The bad thing is that the "feel bad" will win in short term and do fine in long term provided that good news follow.
The problem now is that all these recent news kinda throw Hims into a stagnation / falling price action. That fact will feed itself back and it will not fly up unless some really good news come which I don't see will happen for a while.
Short term bad news will move the price fast.
The long-term proposition is now little less sure in my eyes because any more bad news now will send the stock into free fall.
As this is only a 10% of my portfolio, I will be leaving this stock as it is and not add more.
Will see what happens for the next 3 months before another earnings report.
If price should start recovering, I will return to this and start thinking about buying more.
I am just not certain atm about short term price movements.
Any well reasoned prognoses from long-term investors in here?
As much as I like HIMS, this is such a bad management move. The convertible loans will dilute share holders and share earnings. Furthermore, they previously said they would fund the eucalyptus acquisition through a strong cash balance. So are we just going to pretend they didn’t change their narrative? This company went from 0 debt and a good cash flow to now expanding rapidly whilst margins have depleted and other players are aggressively entering the space.
If they had the same organic growth they had a year ago, this expansion would be justified. But the board of members are selling their shares and now deciding to spend 300 million diluting share holders whilst they spent more on buy backs at twice the current price. Management is absolutely terrible.
They need to spend on better social media marketing and a better user experience because the website sucks (doesn’t allow you to browse products and instantly wants all your details before you can even check what the products are) and so does their social media platforms, sterile and always the same vague basic posts. They’re just spending on irrelevant things it seems.
Corgen
för 3 veckor sedan
Earnings - my first digestion stage
After digesting the earnings
After seeing the whole market drop today and Hims pretty much flat...
I am beginning to feel more secure in the mid to long-term.
Was aiming to add at $24 after earnings and it hasn't fallen there again yet.
Started acquiring 3x longs which fell 48% and I managed to but at -40% so I am 8% down.
Will be adding on previous dip points.
Always keeping enough cash to buy and average down massively if "tihs" (read bcckwards) hits the fan.
Keeping my position at 10% so the 90% can very well average down my long position in the worst case scenario.
This way my gains if price recovers are starting at 10% but I can add on the way up as well so effectively keeping my long in safety. Not gonna try to buy with 100% and hope to hit the bottom. Never works.
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Vanliga frågor och svar
Vad är aktiekursen för Hims & Hers Health (HIMS)?
Det aktuella priset för Hims & Hers Health (HIMS) är 28,98 $.
Vad är 52‑veckorshögsta för HIMS?
Högsta nivån på 52 veckor för HIMS är 70,46 $.
Vad är 52-veckorslägstanoteringen för HIMS?
Den lägsta nivån på 52 veckor för HIMS är 13,72 $.
Vad är den veckovisa prestandan för HIMS?
Under den senaste veckan har priset på HIMS ändrats med 14,18 %.
Hur ser den månatliga prestationen för HIMS ut?
Under den senaste månaden har priset på HIMS ändrats med 5,73 %.
Vad är 3-månadersprestandan för HIMS?
Under de senaste tre månaderna har priset på HIMS ändrats med 83,19 %.
Hur har 6‑månadersavkastningen för HIMS varit?
Under de senaste sex månaderna har priset på HIMS förändrats med −21,82 %.
Vad är den årliga prestandan för HIMS?
Under det senaste året har priset på HIMS förändrats med −47,05 %.