Hims & Hers publishes transcript of first-quarter 2026 earnings call

Hims & Hers Health

Hims & Hers Health

HIMS

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  • Hims & Hers Health first-quarter 2026 earnings call featured CEO Andrew Dudum, CFO Yemi Okupe, CTO Mohamed Elshenawy, and Head of Investor Relations Bill Newby.
  • Management highlighted a March pivot in weight loss toward branded GLP-1s, citing more than 125,000 Wegovy shipments within six weeks and a run rate of more than 100,000 new weight-loss subscribers per month.
  • Company posted revenue of $608 million, adjusted EBITDA of $44 million, and free cash flow of $53 million; GAAP net loss widened to $92 million on about $33 million of restructuring tied to compounded GLP-1 supply-chain write-downs.
  • Outlook raised to 2026 revenue of $2.8 billion-$3 billion, adjusted EBITDA of $275 million-$350 million; second-quarter view set at revenue of $680 million-$700 million, adjusted EBITDA of $35 million-$55 million.
  • CEO pointed to peptides as an emerging category, citing a 503A compounding footprint for personalized dosing and a U.S.-based peptide manufacturing facility; CFO said branded and compounded weight-loss customer economics are “roughly comparable” on a dollar basis.


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