Hims Daily (Jun 26, 2025)

🚨 Hims hires former Robinhood VP as first-ever Chief Product Officer

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Stock Price: $46.31

• Today: +$4.90 (+11.83%)

• YTD: +$22.13 (+91.52%)

• Q2: +$16.76 (+56.72%)

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What’s Happening

• SHARP MOVE HIGHER ON HEAVY VOLUME. HIMS surged +12% to $46.31 after an early dip to $40.88, closing just 1% off the intraday high. Volume was elevated at 62M shares—1.5x its 90-day average

• Hims lands heavy-hitter Chief Product Officer. Dheerja Kaur—former Robinhood VP and theSkimm CPO—joins as Hims' first-ever Chief Product Officer. Her track record scaling Robinhood Gold to 3M+ subs has bulls drawing comparisons to Robinhood and other consumer-tech growth stories:

  • Kaur helped scale Robinhood Gold to 3M+ paid subscribers. As VP of Product for over five years, Kaur led one of Robinhood’s most successful products of all-time—building a premium product that continues to drive recurring revenue and retention.

  • CPO at theSkimm. She reimagined news delivery for millennial women across mobile, video, & email, showing an ability to craft sticky experiences in a completely different vertical.

  • Deep ESPN roots. Kaur spent 7 years at ESPN in engineering and product roles, launching the SportsCenter Feed app, the NFL Playoff Machine, and internationalizing ESPN.com.

  • She's technical, product-minded, and has operated at scale across fintech, media, and sports—making her uniquely suited to shape Hims into a tech-first health platform.

• Novo Nordisk will offer Wegovy for $299 via WeightWatchers starting July 1. The promotional price runs through July 31, then resets to $499 in August; the deal follows WeightWatchers’ Chapter 11 bankruptcy filing in May.

• Short-squeeze mechanics igniting. Interactive Brokers’ borrow pool steadily declined throughout the day, briefly printing zero shares available—though some flagged it as a potential data glitch. Either way, short interest remains elevated at ~34% of float, keeping the setup ripe for a squeeze.

Catalysts

• Any legal filings from Novo Nordisk or Hims

• 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 Lilly

• Any incremental details on the Novo Nordisk roadmap

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