Hims Data Tracker + Q2 Revenue Prediction (Jun 26, 2025)

No Novo, No Problem: Momentum continues to build heading into Q2 earnings

HIGHLIGHTS

• Q2 credit card sales still tracking +70% YoY 🔥

• $1.23M in observed sales for week ending Jun 15

• Hers web traffic has grown faster than Hims in 7 of last 10 weeks (+68% YoY)

• Hers iOS app rankings hit best weekly average since April

  • Gap between Hims and Hers now just 2 spots in iOS medical category 👀

• FB/IG ads for both brands pulled back after Novo Nordisk deal terminated

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1. Q2 REVENUE PREDICTION

• Track record: Since we started making official revenue predictions, we’ve been within 1% both times — beating every analyst on Wall Street.

Q2 2025 Revenue

• HIMS company guidance:

  • $530 million to $550 million

• Wall Street consensus:

  • $549 million

• Our prediction for Q2 revenue: