Traded Value1. 2026–2027 adj. EBITDA margin target & GAAP profitability timeline?
2. Current LTV/CAC ratio & improvement plan amid competition?
3. Excess cash priority: buybacks, M&A, R&D or dividends? 2026 capital return plan?
4. Contingency plan if FDA restricts compounded GLP-1? Revenue exposure & shift speed?
5. Novo/Lilly branded GLP-1 supply timeline & terms? Any exclusive partnership?
6. Non-GLP-1 revenue % in 2026? Which vertical hits $1B+ by 2027?
7. Longevity/peptide launch timeline, pricing & 2026–2027 revenue contribution?
8. AI/lab services impact on retention/upsell? Lab user % & avg. upsell value by end-2026?
9. Mental health/chronic disease revenue timeline & key milestones?
10. 2026 international revenue target & profitability timeline?
11. Eucalyptus integration KPIs (AU/JP) & $100M quarterly contribution timeline?
12. Defensive moat vs. Amazon/Costco? How to avoid price competition?
13. Market share vs. Ro/LifeMD? 2026 trend reversal plan?
14. 2030 $6.5B revenue key assumptions (US/int’l, GLP-1/new verticals)?
15. 2026–2027 priority acquisition targets or strategic investment plans?
Hims family, hold on! Gathering shareholders' voices online!
Boss Du of Hims is live! He is collecting community questions for the earnings call ☎️ after the market close on May 11th Eastern Time (4 AM next Tuesday Beijing Time). $Hims & Hers Health(HIMS.US) $Defiance Daily Target 2X Long HIMS ETF(HIMZ.US) As a victim of Hims (no, a distinguished investor), this is a great communication opportunity. Please leave your questions in the comments, and I will compile the most frequently asked ones...
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