Hims Data Tracker + Q2 Revenue Prediction (May 16, 2025)

Some light weekend reading 🚀

HIGHLIGHTS

• New customer spend +147% YoY — 7th straight week of triple-digit gains 🔥

• Q2 sales still ahead of Wall Street targets, even as returning customer sales dip

• “Hers weight” searches +200%, GLP-1 momentum still strong

• App ranks slipping — Hims to #14.4, Hers to #23.0 on average for this past week

• Harder comps coming soon — Hims launched GLP-1s in May 2024, so YoY growth gets harder from here

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1. Q2 REVENUE PREDICTION

• A quick note on methodology: The forecast blends Bloomberg Second Measure credit card data with Google Trends. We may adjust this approach over time based on how well the model performs.

• Our track record: Since we started doing official revenue predictions, we’ve landed within 1% both times — beating every analyst on Wall Street.