Hims Data Tracker + Revenue Prediction (Apr 11, 2025)

Credit card sales up more than +100% YoY in Q1 🚀

HIGHLIGHTS

• Credit card sales are up more than +100% YoY for Q1, easily beating the 83% Street consensus 🚀

  • New customer growth is still MASSIVE: more than +150% YoY in 12 of the past 13 weeks (due to GLP-1 contributions)

• March softened vs. Jan/Feb, with sales dipping from Super Bowl highs but still trending above guidance

• March web traffic confirms HIMS continues to dominate the telehealth industry with 38.3M visits in Q1 — beating its closest competitor Ro by more than 50%

• Hers traffic exploded +194% YoY in March and +185% YoY for Q1 🤯

• Ro’s traffic may be slowing, down MoM for two straight months and well below its January peak

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Q1 REVENUE PREDICTION