Hims House

Ep 17 - 2024 Year in Review Episode (Jan 6, 2025)


Listen Later

Full access to our HIMS Data Dashboard + research library is $10/mo ($100/yr). Join 1,400 other HIMS investors today!

In episode 17 of Hims House, Jonathan Stern, Louis Stevens, and Dr. H reflect on the significant milestones and performance of Hims & Hers in 2024, marking it as a watershed year for the company. They discuss the company's financial growth, product launches, strategic hires, and customer base expansion. The trio also dissects the challenges faced, including legal battles and market skepticism. The conversation highlights Hims' expansion into weight loss treatments, branding strategies, and the implications of free cash flow and customer acquisition costs. Looking ahead, they share their predictions for 2025, focusing on growth opportunities and potential stock performance.

00:00 New Year Greetings

00:29 2024 Year in Review: Key Highlights

00:51 HIMS Company History and Growth

02:19 Financial Performance and Market Dynamics

07:21 Marketing and Brand Recognition

08:18 New Products and Strategic Hires

11:02 Surprises and Strategic Decisions

15:24 Stock Market Performance and Sentiment

20:16 Biggest Wins of 2024

24:49 Subscriber Growth and Acquisitions

29:21 Looking Ahead to 2025

34:03 Predictions and Final Thoughts



Get full access to Hims House at himshouse.substack.com/subscribe
...more
View all episodesView all episodes
Download on the App Store

Hims HouseBy Jonathan Stern

  • 5
  • 5
  • 5
  • 5
  • 5

5

7 ratings


More shows like Hims House

View all
We Study Billionaires - The Investor’s Podcast Network by The Investor's Podcast Network

We Study Billionaires - The Investor’s Podcast Network

3,384 Listeners

Macro Voices by Hedge Fund Manager Erik Townsend

Macro Voices

3,072 Listeners

The Meb Faber Show - Better Investing by The Idea Farm

The Meb Faber Show - Better Investing

937 Listeners

Behind the Markets Podcast by Behind the Markets

Behind the Markets Podcast

102 Listeners

Capital Ideas Podcast by Capital Group

Capital Ideas Podcast

278 Listeners

Chit Chat Stocks by Chit Chat Stocks

Chit Chat Stocks

192 Listeners

The Acquirers Podcast by Tobias Carlisle

The Acquirers Podcast

300 Listeners

The Compound and Friends by The Compound

The Compound and Friends

2,112 Listeners

All-In with Chamath, Jason, Sacks & Friedberg by All-In Podcast, LLC

All-In with Chamath, Jason, Sacks & Friedberg

9,957 Listeners

Yet Another Value Podcast by Andrew Walker

Yet Another Value Podcast

107 Listeners

The Business Brew by Bill Brewster

The Business Brew

247 Listeners

RiskReversal Pod by RiskReversal Media

RiskReversal Pod

807 Listeners

In Good Company with Nicolai Tangen by Norges Bank Investment Management

In Good Company with Nicolai Tangen

169 Listeners

Thoughtful Money with Adam Taggart by Adam Taggart | Thoughtful Money

Thoughtful Money with Adam Taggart

405 Listeners

BG2Pod with Brad Gerstner and Bill Gurley by BG2Pod

BG2Pod with Brad Gerstner and Bill Gurley

512 Listeners