Core Viewpoint - Hims & Hers is navigating challenges related to the availability of GLP-1 medications but maintains a positive outlook on its overall strategy and future prospects [1] Group 1: Company Strategy - The stock of Hims & Hers has experienced volatility due to concerns over GLP-1 availability [1] - The company’s strategy is not solely dependent on GLP-1 treatments, indicating a diversified approach to its offerings [1] Group 2: Market Context - The focus on GLP-1s may overlook the broader market strategy of Hims & Hers, which includes various health and wellness products [1] - The company is expected to remain resilient regardless of the regulatory environment surrounding GLP-1 medications [1]

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NEW YORK, Oct. 4, 2024 /PRNewswire/ -- Hims & Hers Health, Inc. (NYSE:HIMS) will replace Vector Group Ltd (NYSE:VGR) in the S&P SmallCap 600 effective prior to the opening of trading on Wednesday, October 9. JT Group is acquiring Vector Group in a deal expected to close soon pending final conditions. Following is a summary of the changes that will take place prior to the open of trading on the effective date: Effective Date Index Name Action Company Name Ticker GICS Sector October 9, 2024S&P SmallCap 600 Ad ...

Hims & Hers may not be hurt by GLP-1 news the way investors think. Shares of Hims & Hers (HIMS -9.60%) fell as much as 15% on Thursday after news that Eli Lilly's (LLY -0.62%) GLP-1 drug was taken off the shortage list by the FDA. This could impact Hims & Hers' GLP-1 strategy, but it may not have the impact you think. In this video, Travis Hoium covers the day's news and why this isn't a big deal for investors. *Stock prices used were end-of-day prices of Oct. 3, 2024. The video was published on Oct. 3, 202 ...

Group 1: Hims & Hers Health - Hims & Hers Health offers subscription-based telehealth services, allowing users to access prescription and over-the-counter products online, along with telehealth visits with medical providers [3][5] - The company has experienced significant growth, with shares increasing by over 180% in the past 12 months [4] - In Q2 2024, Hims & Hers reported revenue of $315.6 million, a 52% increase year-over-year, and achieved net income of $13.3 million, compared to a net loss of $7.2 million in the same period last year [6] - The company’s adjusted EBITDA reached $39.3 million, a 270% increase from the previous year, and its subscriber base grew by 43% to 1.9 million [7] - Hims & Hers aims for each of its core health specialty segments to generate over $100 million in revenue by 2025, supported by a total revenue of approximately $594 million in the first half of 2024, up 49% from the previous year [8] Group 2: Mastercard - Mastercard processes approximately 24% of all global credit card transactions and is the second-largest credit card processor in the U.S. with a market share of around 25% [9] - The company generates revenue primarily from transaction fees charged to financial institutions, rather than from credit issuance, making it less vulnerable to consumer credit behavior [11][12] - In Q2 2024, Mastercard reported net revenue of $7 billion, an 11% increase year-over-year, with net income of $3.3 billion and operating income of $4 billion, reflecting increases of 15% and 10% respectively [13] - Gross dollar volume rose by 9% and purchase volume increased by 10% in the same quarter, showcasing the resilience of Mastercard's business model [14] - The company has maintained a dividend payout for 13 consecutive years, with a forward annual dividend of $2.64 per share and a payout ratio of approximately 19% of earnings [15][16]

Core Viewpoints - Hims & Hers Health shares dropped significantly after the FDA removed Eli Lilly's weight-loss drugs from its shortage list, impacting the company's ability to produce compounded versions [1] - The FDA's decision prohibits the production of compounded copycat drugs, which Hims & Hers has benefited from due to limited availability of original obesity medicines [1] - Hims & Hers shares fell 11 4% to $16 77 on Thursday, despite a year-to-date gain of nearly 90% [1] Company Performance - Hims & Hers Health shares experienced a sharp decline, dropping 11 4% to $16 77 in Thursday afternoon trading [1] - The company's shares have gained close to 90% since the start of the year, despite the recent drop [1] - Trading volume for Hims & Hers Health was 20 132 million on October 3, 2024 [2] Regulatory Impact - The FDA's removal of Eli Lilly's weight-loss drugs from its shortage list affects Hims & Hers' ability to produce compounded versions [1] - The FDA allows compounded drugs when original drugs are hard to obtain, but the latest decision restricts this for Eli Lilly's drugs [1] - This regulatory change could negatively impact Hims & Hers, which has benefited from the limited availability of certain obesity medicines [1] Market Context - Eli Lilly's weight-loss drugs, Mounjaro and Zepbound, are no longer on the FDA's shortage list, impacting competitors like Hims & Hers [1] - Earlier in August, Hims & Hers shares also declined after Eli Lilly announced cost-saving measures for its weight-loss drugs [1]

Group 1 - The company, TQI, was established in July 2022 with the mission to simplify, enhance enjoyment, and increase profitability in investing for all investors [2] - TQI publishes premium equity research reports on Seeking Alpha, which includes a research library and performance tracker [2] - The company offers highly-concentrated, risk-optimized model portfolios tailored to meet the needs of investors at different stages of their investment lifecycle [2] Group 2 - TQI provides access to proprietary software tools and group chats as part of its investment group offerings [2] - The company also shares investing insights and research through various platforms, including a free newsletter, Twitter, and LinkedIn [2]

Group 1 - The company PropNotes specializes in identifying high-yield investment opportunities for individual investors, leveraging their background in professional Prop Trading to simplify complex concepts [1] - PropNotes aims to provide clear, actionable advice to help investors achieve better returns, including exclusive options strategies to enhance performance [1] - All content produced by PropNotes is designed to assist investors in making informed market decisions, supported by expert research [1] Group 2 - The article expresses the author's personal opinions and discloses a beneficial long position in the shares of HIMS, indicating a vested interest in the company's performance [2] - There is no compensation received for the article other than from Seeking Alpha, and the author has no business relationship with any mentioned company [2] - Seeking Alpha clarifies that past performance does not guarantee future results and that the views expressed may not reflect the platform's overall stance [3]

Company Performance - Hims & Hers Health, Inc. (HIMS) closed at $16.44, with a daily increase of +0.86%, outperforming the S&P 500's gain of 0.28% [1] - Over the past month, HIMS shares have decreased by 2.57%, underperforming the Medical sector's gain of 0.38% and the S&P 500's gain of 2% [1] Earnings Expectations - The upcoming earnings report is expected to show an EPS of $0.06, reflecting a 250% increase from the same quarter last year [2] - Revenue is forecasted to be $378.82 million, indicating a growth of 67.1% compared to the prior year [2] Fiscal Year Projections - For the entire fiscal year, earnings are projected at $0.22 per share, representing a 300% increase from the previous year [3] - Revenue for the fiscal year is estimated at $1.39 billion, showing a growth of 59.79% from the prior year [3] Analyst Estimates - Changes in analyst estimates for Hims & Hers Health, Inc. are crucial as they reflect the evolving business trends [4] - Positive revisions in estimates indicate analyst optimism regarding the company's business and profitability [4] Zacks Rank and Valuation - Hims & Hers Health, Inc. currently holds a Zacks Rank of 3 (Hold), with the consensus EPS estimate remaining unchanged over the last 30 days [6] - The company is trading at a Forward P/E ratio of 75.76, which is significantly higher than the industry's average Forward P/E of 27.79 [7] Industry Context - The Medical Info Systems industry, part of the Medical sector, holds a Zacks Industry Rank of 67, placing it in the top 27% of over 250 industries [7] - The Zacks Industry Rank indicates that the top 50% rated industries outperform the bottom half by a factor of 2 to 1 [8]