Core Insights - Hims & Hers Health, Inc. (HIMS) reported an earnings per share (EPS) of 17 cents for Q2 2025, an increase from 6 cents year-over-year, but fell short of the Zacks Consensus Estimate by one cent [1][10]. Revenue Performance - Hims & Hers generated revenues of $544.8 million in Q2 2025, reflecting a year-over-year growth of 72.6%, although this figure missed the Zacks Consensus Estimate by 1.5% [2][10]. - Online revenues accounted for $536.9 million, marking a 74.9% increase year-over-year, while Wholesale revenues decreased by 9.7% to $7.9 million [3][5]. Subscriber Growth - The company reported 2.4 million subscribers, a 30.8% increase year-over-year, driven by enhanced traffic to its platform and effective marketing strategies [4]. - Monthly online revenue per average subscriber rose by 29.8% year-over-year to $74, attributed to the uptake of personalized offerings [5]. Margin and Expense Analysis - Gross profit increased by 62.2% year-over-year to $416.2 million, but the gross margin contracted by 491 basis points to 76.4% due to rising costs [6][10]. - Operating expenses surged by 58.6% year-over-year to $389.5 million, with marketing expenses increasing by 50.3% to $217.9 million [7]. Operating Profit and Financial Position - Operating profit reached $26.7 million, a significant increase of 142.3% from the previous year, with the operating margin expanding by 141 basis points to 4.9% [8][10]. - The company ended Q2 2025 with cash and cash equivalents totaling $1.14 billion, a substantial increase from $322.7 million at the end of Q1 2025 [9]. Future Outlook - Hims & Hers projects Q3 2025 revenues between $570 million and $590 million, indicating a year-over-year growth of 42-47% [12]. - For the full year, the revenue forecast remains between $2.3 billion and $2.4 billion, representing a growth of 56-63% from 2024 levels [13]. Strategic Developments - The recent acquisition of ZAVA is expected to enhance Hims & Hers' market presence in the U.K. and other strategic markets, with plans to enter Canada in 2026 focusing on a holistic weight loss program [15].