With the healthcare and beauty industries exploding, $HIMS is positioned to surf that wave into millionaire-maker territory. Let me break down the top 10 reasons I’m hyped AF for this play—fundamentals, fresh cash flows, subs that stick like glue, M&A firepower, and the macro tailwinds that scream “buy the dip”:
- Explosive Revenue Growth That’s Not Just Hot Air:
Look, I love a company that walks the talk. $HIMS just dropped Q2 2025 numbers that had me fist-pumping: revenue hit $544.8 million, up a whopping 73% year-over-year. That’s not some one-off pump; full-year guidance is locked in at $2.3-2.4 billion, basically doubling last year’s haul. They’re projecting 59% growth at the midpoint, fueled by everything from hair loss serums to GLP-1 weight loss shots. In a world where most stonks are flatlining, this is the kind of trajectory that turns a $1K bag into a life-changer—remember, a grand invested at IPO would’ve ballooned over 4x by now. Bullish? Understatement. - Subscriber Army Growing Like It’s 2020 All Over Again:
Subs are the holy grail of recurring revenue, and $HIMS is building an empire. Over 2.4 million subscribers as of Q2, up 31% YoY, with Q1 spiking 38%. That’s folks committing to monthly drops of personalized treatments—think ED fixes for him, skincare glow-ups for her. Retention’s killer at 82% after three months, and average revenue per sub jumped to $84 monthly, up 53%. - Turning Profitable: From Burn to Earn:
Reformed me geeks out over green ink. $HIMS flipped to net income profitability in 2024 ($126M), and Q2 2025 kept the party going with $42.5M net and $82.2M Adjusted EBITDA. Margins are expanding to 12.6% this year, thanks to operational leverage and that sub magic. Debt’s a joke at just 0.1% of equity, with $254M in cash war chest. They’re generating $198M free cash flow already—imagine what that funds when they hit $1.3B EBITDA by 2030. This ain’t a cash incinerator; it’s a compounding machine. - New Revenue Streams, Weight Loss and Beyond:
$HIMS isn’t putting all eggs in one basket. Their GLP-1 weight loss push (compounded semaglutide at $165/month vs. $1,800 for branded) raked in $200M last year, and even post-shortage regs, they’re pivoting to personalized dosing and partnerships like Novo Nordisk’s Wegovy. Add in hormonal health for menopause/low-T (huge untapped market), primary care for chronic stuff, and longevity plays—each specialty’s eyeing $100M+ in 2025. Revenue excluding GLP-1s still grew 43% to $1.2B in 2024. Diversification like this? Chef’s kiss for risk-adjusted gains. - Subscription Model is Sticky AF and Wallet-Share Wizardry:
The sub game’s where $HIMS shines brightest—over 90% of revenue from recurring plans, with 55% of users on personalized ones. Bundles like meds + diagnostics + 24/7 support via app keep churn low and upsell easy (hello, add-on vibrators or scalp scrubs). Deferred revenue’s at $110M, meaning future cash is locked in. In a post-pandemic world craving convenience, this model’s got that Netflix vibe but for your health—predictable, scalable, and oh-so-profitable. - M&A Firepower: Building an Empire One Acquisition at a Time:
$HIMS is wheeling and dealing like a boss. They just snagged a US peptide facility to lock in supply chains for personalized meds—no more third-party drama. Earlier buys like Trybe Labs for diagnostics and Apostrophe for derm mean vertical integration that’s reducing costs and boosting margins. With a proposed convertible notes offering, they’re gearing up for more strategic grabs to fuel global expansion and AI investments. M&A opps in telehealth are endless—think snapping up niche beauty or wellness startups. This isn’t dilution; it’s acceleration. - Hyper-Personalization: The AI-Powered Moat:
Forget cookie-cutter pills; $HIMS uses AI (MedMatch scans 50M+ data points) for bespoke treatments based on your history, lifestyle, and even sleep tracking. Over 1.4M subs are on these tailored plans, driving deeper engagement and higher LTV. In 2025, hyper-personalized wellness is the top trend, per their own report—science + tech + telehealth = unbeatable edge. Competitors like Amazon are lurking, but $HIMS’s seven-year head start in stigmatized care? That’s my kinda moat. - Beauty and Wellness Boom: Riding the $100B+ Wave:
Beauty ain’t just lipstick anymore—it’s a $104B US market in 2025, growing 3%+ annually, with skincare alone hitting $177B globally. $HIMS is deep in this: Hers Dermatology, hair care with minoxidil, serums, and sunscreens—all telehealth-delivered. Consumers want clean, personalized stuff (58% more likely to buy via quizzes), and $HIMS nails it. As beauty expands into wellness (think anti-aging peptides), they’re primed to capture share in a fragmented, high-margin space. - Telehealth Tailwinds: The Industry’s on Fire:
Telehealth’s exploding—global market from $123B in 2024 to $455B by 2030 at 25% CAGR, US alone to $150B. Post-COVID, utilization’s up 7% nationally, with 9.5% in the West. $HIMS leads with 24/7 access, app-based tracking, and no-stigma consults—perfect for the 2M+ Americans dodging docs. Gov funds like Australia’s 1800MEDICARE push show policy’s catching up; $HIMS is already there, scaling like pros. - Global Domination and Long-Term Vision:
$HIMS isn’t stopping at US borders—they’re eyeing UK, Europe, and beyond with that notes offering for organic + M&A growth. India and Middle East are hot spots for beauty/telehealth expansion. By 2030, $6.5B revenue and $1.3B EBITDA? That’s the vision, backed by AI diagnostics and preventive care. Analysts peg price targets at $39+, with the stock still 33% off highs despite the run-up. In a cooling economy, consumer-centric health like this is recession-resistant gold.
Whew, there you have it—$HIMS has me reformed and reloaded. Fundamentals are rock-solid, revenue streams are diversifying like a pro portfolio, subs are locking in loyalty, M&A’s fueling the engine, and the healthcare/beauty macro is a rocket booster. Sure, GLP-1 drama with Novo or Amazon competition could cause dips (hello, 30% pullback in June), but that’s where smart money folks buy.
(post generated with Grok AI)