$HIMS | Hims & Hers Q1 2026 Earnings Call Summary
𝐂𝐄𝐎 — Andrew Dudum
➤ “Within six weeks of introducing direct access to Novo Nordisk’s GLP-1 products to our platform, we have fulfilled more than 125,000 shipments for Wegovy products.”
➤ “We are rapidly becoming the world’s largest consumer health platform.”
➤ “The breadth of care we can provide is becoming a real strategic advantage.”
➤ “Platforms like ours are the place pharma, biotech, and diagnostic companies are increasingly relying on to reach more people with innovative treatments and services.”
➤ “We believe our global scale will act as a force multiplier.”
➤ “We are building a health platform that delivers access to higher quality care as we expand, and that is becoming harder to replicate.”
➤ “Nine years of data, a verticalized domestic supply chain, an agile and intelligent platform, a leading global footprint, and a growing network of trusted health innovators gives us distinct advantages.”
➤ “We won’t launch access to peptides until we meet these very high standards that we believe everyone should be meeting.”
➤ “I have never been more confident that we are building the future of health.”
➤ “The demand both on the men’s and women’s side instinctively seems to be extremely large.”
➤ “We likely will not be first to market, but when we do, we’ll make sure that we feel like we’ve got everything done the right way.”
𝐂𝐅𝐎 — Yemi Okupe
➤ “We believe the pivot that we made to prioritize branded products within our weight loss specialty will be transformational for the Hims & Hers platform.”
➤ “Within weeks of this launch, we are on track to add north of 100,000 new subscribers per month within our weight loss specialty.”
➤ “Our aspiration is to become the default health and wellness platform for consumers around the world.”
➤ “Revenue grew 4% year-over-year to $608 million.”
➤ “International growth remained strong as revenue increased nearly tenfold from the first quarter to $78 million.”
➤ “We generated $89 million of cash flow from operations and $53 million of free cash flow.”
➤ “Marketing as a percentage of revenue improved three points year-over-year and quarter-over-quarter to 36% in Q1.”
➤ “Our primary financial objective will center around continuing to grow the business while ensuring that we are generating strong free cash flow.”
➤ “We expect a meaningful step-up in adjusted EBITDA dollars in the third and fourth quarters.”
➤ “Our confidence is high that we can replicate the success and similarly establish category leadership in key international markets.”
𝐂𝐓𝐎 — Mo Elshenawy
➤ “We now have nearly 40 members in our AI team, including senior AI engineers and applied scientists.”
➤ “Our tech stack is built to scale efficiently across new conditions, categories, and geographic regions.”
➤ “We currently have an AI copilot live on the provider side of the platform.”
➤ “We also recently launched Labs AI.”
➤ “Soon we will launch an AI weight loss companion that will support customers along their journey.”
➤ “We currently support tens of millions of customer touch points annually.”
➤ “We are one of the only platforms in healthcare where consumer intake and diagnosis, treatment journey, provider decisions, and eventual outcomes all live in a single stack.”
➤ “What we’re building is a platform that can continuously expand its categories of care with an intelligence layer that personalizes every step of the customer experience.”