Hims Data Tracker + Q3 Revenue Prediction (Sep 5, 2025)
Ads exploding, sales softening, Q3 revenue still on track
HIGHLIGHTS
Credit card data: tracking at +37% y/y for Q3
Week ending Aug 24 was the lowest y/y growth percentage since Dec 2023 😳
New customer sales soft
20% off GLP-1 campaign likely didn’t move needle
META ADS EXPLOSION: Another record week
Yesterday (Sep 5) shattered the all-time record for Hims 🤯
Hers still shifting hard to weight loss
Should impact sales as we start to get September cc data
Apps: Hims avg rank #22.6, Hers #26.6 — both down more than 12 spots since early-2025