Strategy Simplified S18E11: Hims & Hers Goes to Europe (June 3, 2025)
Jun 3, 2025
Namaan and Jenny Rae dive into Hims & Hers' bold expansion into Europe, exploring its recent acquisition of Zava and what it means for telehealth's future. They dissect customer loyalty and retention tactics, emphasizing the importance of privacy and trust in healthcare. The conversation takes a light-hearted turn as they discuss consumer habits, showcasing their personal shopping quirks. Finally, they advocate for verbal processing as a powerful tool for analyzing business dynamics and enhancing customer appeal.
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Hims & Hers Growth Strategy
- Hims & Hers strategically expanded product categories before geographic expansion, focusing on deepening their core market first.
- This approach contrasts typical DTC companies and strengthens customer lifetime value through comprehensive offerings.
Subscription Model as Defensive Growth
- Subscription-based models make companies like Hims, Netflix, and Spotify both growth and defensive plays.
- Customers tend to maintain subscriptions like ED meds even in economic downturns, highlighting stickiness.
Power of Customer Insights
- Customer insights from subscription data create a powerful competitive advantage beyond just scale.
- Ongoing customer relationships yield valuable intelligence for product development and differentiation.