Hims House Ep 11 - Hims & Hers Q3 Earnings Preview (Oct 31, 2024)
In this episode of Hims House, Jonathan Stern, Louis Stevens, and Dr. H provide a comprehensive preview of Hims' upcoming Q3 2024 earnings report. They discuss past earnings performance, market reactions, volatility, and expectations for future earnings. Key points include Hims' historical revenue growth, the impact of GLP-1 medications, vertical integrations, and forward-looking projections for the company. The discussion highlights the importance of customer acquisition costs, the value of the new 503B pharmacy, and the anticipation of new product launches. Additionally, the team provides insights into investor sentiment and potential stock price movements post-earnings report.
00:00 Introduction and Overview
00:18 Setting the Stage for Q3 Earnings
00:27 Historical Performance and Market Reactions
03:26 Q2 2024 Recap and Expectations
05:17 Insights from Dr. H on Telehealth and GLP-1
06:44 Hims' Revenue Guidance and Projections
10:47 Discussion on Business Growth and Sustainability
13:37 Product Announcements and Future Roadmap
25:08 503B Pharmacy Acquisition and Vertical Integration
30:13 Earnings Predictions and Stock Price Projections
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