HIMS Data Tracker - Mar 13, 2025

🏈 February web traffic analysis... PLUS new Q1 revenue prediction

HIGHLIGHTS

• New customer sales have increased by >150% YoY for the 9th straight week 🔥 (acc. to Bloomberg Second Measure credit card data)

• Web traffic across Hims & Hers fell -9% in February

  • Two caveats: This decline was less than years prior. And on a per day basis web traffic actually INCREASED in February

• Google Trends points to second consecutive weekly drop for “hims” and “hers”

• Q1 revenue continues to track above company guidance AND analyst consensus

1. Q1 REVENUE PREDICTION