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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
By Jonathan Stern5
77 ratings
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

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