Huge thank you to Hims founder & CEO Andrew Dudum for joining the podcast.
When we started Hims House six months ago, I never imagined we’d be sitting down with Andrew so soon. It’s a testament to the growth of the Hims House community — and, in turn, to the company Andrew and his team are building.
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To watch on YouTube:
In episode 23, Jonathan Stern and Patrick Lester (Bayside) welcome Andrew Dudum, the founder & CEO of Hims & Hers to the Hims House podcast. They discuss the growth of Hims' core business, the evolving landscape of GLP-1 medications, the company's dedication to consumer rights, and how Andrew thinks about navigating regulatory challenges. Andrew also shares insights into why Hims is positioned to succeed even during tough economic conditions, and he draws comparisons between Hims, Netflix, and Amazon. The episode concludes on a personal note, with Andrew recounting the story behind his family’s donut shop, George’s Donuts & Merriment, named in honor of his grandfather.
Just to clarify some nuance: at around 3 minutes, Andrew is talking about "core" growth, which is at 40+% YoY. To be really clear: he is talking about the Hims business minus GLP-1s, which grew 43% in 2024. This specific data point is clearly documented in Hims' most recent shareholder letter on page 5.
00:00 Introduction
00:57 Growth of the "Core" Business
04:25 GLP-1s
15:23 Macroeconomic Uncertainty and Business Strategy
18:00 Engaging with the Trump Administration
21:47 Comparing Hims to Netflix, Amazon, Uber, and more
29:46 Personal Story: George's Donuts & Merriment
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