Growth durability versus margin pressure
TIKR.com reports revenue projected to reach around $3.2 billion in 2026 and roughly $4.8 billion by 2029, with forward 2-year revenue growth around 30%. Seeking Alpha says international expansion and branded GLP-1 partnerships have accelerated subscriber growth and supported raised FY2026 revenue guidance.
TIKR.com says consensus expects 2030 revenue to land slightly below the 2029 figure, pointing to how much growth survives if compounded GLP-1 revenue fades and branded weight loss competitors ramp up direct-to-consumer efforts. Seeking Alpha says the Eucalyptus acquisition and expanded branded GLP-1 offerings triggered deteriorating profit margins.
Hims & Hers Stock: 30% Growth Can’t Hide a Margin Problem | TIKR.comHims & Hers Goes Global - Renewed Growth Prospects With Margin Risks (NYSE:HIMS) | Seeking AlphaHims & Hers Stock: 30% Growth Can’t Hide a Margin Problem | TIKR.comHims & Hers Goes Global - Renewed Growth Prospects With Margin Risks (NYSE:HIMS) | Seeking Alpha