Episode Details

Hims and Hers Health reported Q1 2026 earnings, with revenue at $608.1 million, up 4% from last year. Subscribers grew in weight loss, sexual health, derm, and primary care, but the company posted a net loss of $92.1 million, compared to a profit of $49.5 million last year. Margins dropped from 73% to 65%, and adjusted EBITDA fell to $44.3 million from $91.1 million. The shift to branded weight loss drugs like Wegovy from Novo Nordisk cut risk but increased costs and reduced profits. Shares fell over 12% after the report, as investors worry about profitability hiccups. Despite this, the company has 2.6 million subscribers worldwide, positive operating and free cash flow, and plans to expand into peptides, hormones, menopause care, and longevity tests.

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