The earnings call presented a strong financial performance with significant revenue growth and subscriber expansion. High retention rates in new product offerings like GLP-1 solutions and strategic initiatives such as share repurchases indicate robust business health. However, there are challenges related to gross margin decline and regulatory uncertainties affecting the weight loss specialty.

Company Guidance

During the Hims & Hers Q3 2024 earnings call, the company provided robust guidance, highlighting significant achievements and future expectations. Year-over-year revenue growth reached 77%, surpassing $400 million, with adjusted EBITDA surpassing $50 million, reflecting a 13% margin. The company ended the quarter with over 2 million subscribers, with more than 50% utilizing personalized solutions. Additionally, 400,000 subscribers were from ZIP codes with average household incomes below $50,000, and over 100,000 subscribers were over the age of 65. The guidance for Q4 anticipates revenue between $465 million and $470 million, with an adjusted EBITDA of $50 million to $55 million. For the full year, revenue is expected to range from $1.46 billion to $1.465 billion, with adjusted EBITDA projected between $173 million and $178 million, aiming for a 12% margin. The company plans to continue investing in expanding capabilities and expects marketing spend to increase in Q4 to build brand awareness and educate consumers on weight management solutions.

Record Revenue Growth

Year-over-year revenue growth accelerated to 77%, surpassing $400 million in the quarter.

Subscriber Base Expansion

The subscriber base grew at a record pace with over 180,000 net new subscribers in Q3, ending the quarter with over 2 million subscribers, a 44% increase from the previous year.

High Retention Rates in GLP-1 Patients

85% of GLP-1 patients engaged with the platform at 4 weeks, with 70% continuing their subscription at 12 weeks.

Strong Financial Performance

Adjusted EBITDA was $51.1 million, a 4x increase from the previous year, with an adjusted EBITDA margin of nearly 13%.

Expansion of Personalized Solutions

65% of new subscribers benefited from a personalized solution in Q3, indicating a strong consumer interest in personalization.

Successful Capital Allocation

The company repurchased 1.9 million shares for $30 million, highlighting confidence in the intrinsic value of the stock.

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Hims & Hers Health (DE:82W) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

DE:82W Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
May 12, 2025	2025 (Q1)	0.13 / -	0.048	―	―	―
Feb 24, 2025	2024 (Q4)	0.10 / 0.11	0.01	1000.00% (+0.10)	―
Nov 04, 2024	2024 (Q3)	0.11 / 0.31	-0.038	900.00% (+0.34)	―
Aug 05, 2024	2024 (Q2)	0.04 / 0.06	-0.029	300.00% (+0.09)	―
May 06, 2024	2024 (Q1)	<0.01 / 0.05	-0.048	200.00% (+0.10)
Feb 26, 2024	2023 (Q4)	-0.02 / <0.01	-0.048	120.00% (+0.06)
Nov 06, 2023	2023 (Q3)	-0.03 / -0.04	-0.086	55.56% (+0.05)
Aug 07, 2023	2023 (Q2)	-0.05 / -0.03	-0.096	70.00% (+0.07)
May 08, 2023	2023 (Q1)	-0.02 / -0.05	-0.076	37.50% (+0.03)
Feb 27, 2023	2022 (Q4)	-0.06 / -0.05	-0.143	66.67% (+0.10)

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

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DE:82W Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Feb 24, 2025	€48.77	―	―
Nov 04, 2024	€18.36	€19.18	+4.52%
Aug 05, 2024	€15.58	€15.70	+0.74%
May 06, 2024	€11.05	€11.79	+6.60%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

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