Our Profits are Gone: Hims & Hers Actuals vs. Consensus Recap
Consensus Expectation Benchmarking + Valuation Context
Not pretty, not pretty at all.
Messy forecasting period rolling off of compounded GLP-1s, with large misses up and down the P&L. Top-line looks great moving forward in 2Q and the FY, but with adjusted EBITDA levels that are well below even those anticipated at the lower revenue levels: