Why Hims & Hers Stock Is Falling After Earnings Beat Expectations - Barron's
1. Hims beat Q4 earnings and raised Q1 2025 revenue forecasts. Strong growth data noted. 2. Company reported nearly doubled Q4 revenue with 2.2M subscribers. Subscription growth exceeded expectations. 3. FDA ended semaglutide shortage, pressuring weight loss business. Inventory constraints noted. 4. Acquisitions and AI tools target market diversification. New categories expand Hims offerings. 5. Rebranding against big pharma boosts market positioning. Conference participation reinforces visibility.