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Hims & Hers Health (HIMS) investor relations material
Hims & Hers Health Canaccord Genuity’s 45th Annual Growth Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Canaccord Genuity’s 45th Annual Growth Conference summary13 Aug, 2025
Strategic evolution and priorities
Focus remains on leveraging technology to improve healthcare access, affordability, and experience, with expanding platform capabilities and ongoing democratization of services.
Platform enhancements have reduced patient wait times from weeks to under 24 hours and enabled more personalized, data-driven treatments.
Future plans include expanding lab diagnostics and refining treatments through increased data acquisition and actionable insights.
Continued investment in personalization and CapEx aims to deliver broader, more tailored health solutions.
Strategic priorities include holistic health optimization and expanding into longevity and metabolic support.
Personalization, AI, and technology
Acquisitions and CapEx investments are directed at enhancing personalization and actionable consumer insights.
AI is used to automate provider tasks, flag risks, and optimize treatment recommendations through tools like MedMatch.
Future AI applications may include nutritional coaching and mental health chatbots, leveraging expertise from hires with backgrounds in complex, real-time decision-making.
Platform aims to integrate lab diagnostics and potentially wearables for deeper personalization.
New treatments and market opportunities
Plans to launch low testosterone and menopausal support offerings, targeting large and underserved markets.
Lab diagnostics will help identify untreated conditions, expanding the addressable market.
Pipeline includes further personalization, vitamin deficiency solutions, and broader health optimization.
Ongoing debate on next category entry, with focus on holistic consumer health.
How will lab diagnostics refine treatments?
Assess market opportunity for menopausal support.
What's driving strong oral weight loss trends?
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Next Hims & Hers Health earnings date
Q3 20253 Nov, 2025
Next Hims & Hers Health earnings date
Q3 20253 Nov, 2025
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Hims & Hers: Bridging Gaps in Telehealth
Hims & Hers was founded in 2016 by Andrew Dudum and has grown into a ~$4 billion company in the telehealth industry in less than a decade.
Frequently asked questions
Healthcare for Him and Her
Hims & Hers Health, Inc. is an American company selling various medications and personal care products online. The company operates in an industry sometimes referred to as telehealth, and sells both prescriptions as well as over-the-counter drugs through its websites and online stores. The company is headquartered in San Francisco, California, and its shares are traded on the NYSE.
Filling a Demand
Founded in 2017 by Andrew Dudum, Jack Abraham, and Hilary Coles, "Hims & Hers" emerged from the growing demand to address specific health issues faced by men and women, which often went untreated due to stigma or lack of accessibility. The company initially began as "Hims", focusing on men's health concerns like hair loss and erectile dysfunction. By offering direct-to-consumer telehealth services, the platform provided a discreet way for men to access medical advice and treatments without a traditional doctor's visit. Recognizing a similar demand in women's health, the brand soon expanded to include "Hers", addressing issues like skincare and sexual health. The company's approach, emphasizing convenience, affordability, and discretion, quickly made it a leading name in the telehealth sector. Today, the company competes in the same sector as Teladoc and American Well, as well as with traditional pharmacies like CVS.
The Offerings
"Hims & Hers Health" offers distinct telehealth solutions tailored for men and women, addressing their unique health needs. In the "Hims" section, the emphasis is placed on concerns commonly faced by men. These include hair loss treatments, medications for erectile dysfunction, mental health resources, and skincare products. Through this platform, men have the opportunity to seek professional consultations and procure FDA-approved treatments discreetly. The "Hers" section, on the other hand, is dedicated to addressing women's health issues. It provides resources for hormonal imbalances, offers a variety of birth control options, and has skincare and hair care products as well. Additionally, it offers services related to sexual wellness and general well-being.
The Business Model
At its core, the platform connects users with licensed medical professionals for online consultations. Following these consultations, if a prescription is deemed necessary, the company offers the convenience of fulfilling these prescriptions directly through its integrated online pharmacy, ensuring a streamlined process from consultation to medication delivery. Additionally, the company has a portfolio of over-the-counter products available for purchase, further diversifying its product offerings. Hims & Hers also offers various types of subscription-based services, ensuring regular deliveries of specific products or medications.
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