HIMS Subscriber Slump v. Bigger Healthcare Platform Opportunity

Raul Shah breaks down the sharp selloff in Hims & Hers (HIMS) after the company lost 103,000 subscribers and faced pressure on margins and profitability. He explains why international expansion, GLP-1 growth, AI-driven retention efforts and partnerships with Eli Lilly (LLY) and Novo (NVO) still support his long-term healthcare platform thesis, despite near-term challenges.

Next Gen Investing

10 Nov 2026

SHARE