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Hims & Hers Expands into Europe, Seeking Growth as Weight Loss Business Shifts - Barron's

1. Hims acquires European telehealth company Zava to expand market reach. 2. Zava operates in the U.K., Germany, France, and Ireland, similar to Hims. 3. Hims faces challenges after FDA banned compounding of weight-loss drugs. 4. Analysts express concern over Hims' risky international expansion amid U.S. slowdown. 5. Hims targets $2.3 billion to $2.4 billion revenue by 2025 despite market complexities.

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FAQ

Why Neutral?

While the acquisition has growth potential, significant risks dampen immediate positive outlook.

How important is it?

The acquisition can significantly alter Hims' trajectory; however, execution challenges remain.

Why Short Term?

The effects of the expansion will be seen soon, but require stabilization over time.

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