Hims & Hers Stock Tumbles Amid Earnings Miss and Strategic Pivot from Compounded GLP-1s

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Hims & Hers Stock Tumbles Amid Earnings Miss and Strategic Pivot from Compounded GLP-1s
Photo: Bloomberg
money· A press review of 5 outlets

  1. Telehealth company Hims & Hers' stock plummeted in early trading Tuesday after posting a first-quarter loss and weak earnings guidance for the year ahead.

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    ZeroHedge

    Hims & Hers shares tumbled in premarket trading in New York, the most in three months, after the company posted a first-quarter loss and revenue that missed analyst estimates tracked by Bloomberg, as costs rose amid a massive pivot from selling copycat GLP-1 drugs toward branded obesity drugs from Novo Nordisk and Eli Lilly.

    Bloomberg

    Hims & Hers Health Inc. reported a first-quarter loss and sales that missed Wall Street estimates amid increasing competition in the weight-loss drug market.

  2. Operating expense $475.1 million, +27% y/y, estimate $446.2 million HIMS issued a mixed outlook: It raised its full-year revenue outlook to $2.8 billion to $3 billion, while slashing adjusted Ebitda guidance to $275 million to $350 million.

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    CNBC

    Hims is expecting revenue in a range between $680 million and $700 million for the second quarter, and is forecasting up to $3 billion in revenue for the full year.

  3. The analysts also flagged that the first quarter marks a "transition" phase for the company as it reduces its reliance on compounded GLP-1s.

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    ZeroHedge

    Hims is in a transition phase as it reduces reliance on compounded GLP-1s and refocuses its business on branded products, new offerings and international expansion, says analyst Daniel Grosslight

  4. HIMS' pivot from copycat GLP-1 drugs to branded therapies follows its new partnership with Novo, which ended months of legal battles between the two companies. Under the agreement, HIMS said it would prioritize FDA-approved obesity drugs.

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    CNBC

    Hims reached a deal with Novo Nordisk in March to sell its GLP-1 weight loss drug Wegovy on its platform while committing to stop advertising cheaper copycat versions of the drug known as compounding drugs.

  5. May 11th, 2026 India's Biocon on Generic GLP-1 Push Biocon CEO, Shreehas Tambe, discusses their push into the generic GLP-1 market, after Novo Nordisk cut prices of its blockbuster weight-loss and diabetes medications in India. He also spoke about the company's latest set of earnings on Insight with Haslinda Amin.

  6. Published May 9, 2026, 3:51 a.m. ET Novo Nordisk’s oral versions of its blockbuster weight-loss drugs, Ozempic and Wegovy, are now available for same-day delivery on Amazon.

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    CNBC

    Amazon has been stocking Novo's weight-loss drug Wegovy, which uses the same active ingredient as Ozempic, since January. It announced in April it would also stock rival Eli Lilly's Foundayo pill for weight loss.

From the margins

4 details only one outlet reported

Independent claims that didn't surface elsewhere in our corpus. Treat as supplementary — not corroborated across outlets.

  1. 01 ZeroHedge

    Revenue for the first quarter came in at $608 million versus the $617.5 million Bloomberg Consensus estimate, while the telehealth firm swung to a loss of 40 cents a share from a 20-cent profit a year earlier.

  2. 02 CNBC

    The digital health firm reported a net loss of $92 million in its first quarter earnings on Monday, compared with roughly $50 million for the same period the prior year. Its adjusted Ebitda was $44 million, down from $91 million last year. Meanwhile, revenue was up 4% to $608 million. Average monthly revenue per subscriber was $80, down from $85 last year.

  3. 03 New York Post Business

    Novo Nordisk CEO Mike Doustdar said on “The Claman Countdown” Friday the once-daily pill versions of the company’s highly popular treatments have been a major success.

  4. 04 RealClearMarkets

    The Economic Lesson From Cheaper Weight-Loss Drugs David Goldhill, City Journal Declining GLP-1 drug prices reveals how selling directly to consumers makes health care more affordable.

Assembled from 6 corroborated claims drawn from 5 independent outlets. Every passage above is taken verbatim — Dorothy doesn't paraphrase or summarize.

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Sources (5)

  • rcmarkets
  • bloomberg
  • cnbc
  • nypost-biz
  • zerohedge

Original Articles (9)

Lean Right HIMS Shares Plunge As Pivot To Branded GLP-1s Weighs On Outlook — ZeroHedge
Center Hims & Hers plummets 16% after first-quarter loss, weak earnings guidance — CNBC
Center Hims Sales Miss on Rising Competition for Weight-Loss Drugs — Bloomberg
Center India's Biocon on Generic GLP-1 Push — Bloomberg
Lean Right Oral Ozempic and Wegovy pills now available for same-day delivery on Amazon — New York Post Business
Center Novo Nordisk’s Ozempic India Price Cut Boosts Obesity Drug Sales — Bloomberg
Lean Right The Economic Lesson From Cheaper Weight-Loss Drugs — RealClearMarkets
Center Healthy Returns: First Ozempic generics in Canada will be a test case for Novo Nordisk — CNBC
Center Amazon to carry Ozempic pill at U.S. kiosks, offer same-day delivery — CNBC