Hims Daily (Jun 16, 2025)
🍏🍏🍏 “Get a taste” on June 18
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Stock Price: $59.83
Today: +$4.35 (+7.83%)
YTD: +$35.65 (+147.42%)
Q2: +$30.28 (+102.45%)
🚨 STARTING THIS WEEK - we’re including weekly web traffic and app activity in our Hims Data Tracker. Upgrade to paid for access!
What’s Happening
HIMS explodes higher, closes off highs. Shares rocketed +11% in the morning before closing juuuust below $60.
Volume backs the move. ~42M shares traded, 15% above the 90-day avg
🍏🍏🍏 JUNE 18 PRODUCT LAUNCH BUZZ. Hers dropped a cryptic teaser (“Get a taste”) with sliced green apples, widely interpreted as signaling a flavored wellness drop — possibly gummies, powders, or drinkables. Perhaps aimed at AG1/Seed territory.
Other theories include a partnership with Apple, the long-awaited menopause launch, or something related to fertility 🔥
Lingo partnership?! A photo posted this past Friday night by CEO Andrew Dudum showed the Hims leadership team wearing Abbott’s Lingo glucose monitors, fueling speculation that a partnership may be on the horizon 👀
App rankings. Hims and Hers were #8 and #11 in the App Store (medical category) this morning — ahead of Ro (#24) and Amazon One Medical (#90).
Web traffic. Hers has also seen a sustained surge in web traffic in recent weeks, topping 1.1M visits for the week of June 6 — its best week in months.
Eli Lilly tension. Lilly says anyone compounding sema/tirz is “breaking the law”. Meanwhile, Lilly is partnered with Ro and Noom — both of whom continue to compound semaglutide (Hims House special report). Hims has pushed back, calling Lilly’s framing “misleading.”
Catalysts
“Get a taste” - June 18 🍏
Lingo CGMs or other wearable partnerships?
More acquisitions still to come?
Move from the Russell 2000 to the Russell 1000 could drive institutional buying. Index reconstitution set for late June.
Pharma tariffs?
Partnership with Eli LillyAny incremental details on the Novo Nordisk roadmap
Upcoming OFA vs. FDA case on semaglutide
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