Hims & Hers

also referred to as: hims & hers health

6 statements across 3 episodes · 2 bullish · 3 bearish · 2 people on the record · first statement Nov 19, 2024 by Jordi Hays · said 67 times in 7 episodes since 2024 · across every show →

Mentions by year

brought up most by John Coogan (52), Jordi Hays (13), Logan Bartlett (1)

tap a year for its mentions
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007.52154202420252026episodesmentions per episode
2026 2 mentions in 2 episodes 1 per episode
2025 60 mentions in 4 episodes 15 per episode
2024 5 mentions in 1 episode

every mention, scene by scene, with the transcript →

Everything said about Hims & Hers, oldest first

Nov 19, 2024 bullish
Assertion Supported
Hays: Hims & Hers has nearly 100,000 weight management subscribers
“They have a broader weight management offering. I think they have multiple products, but they have nearly a 100,000 subscribers. So that could be why they have the stock's been ripping”
Jordi Hays Nov 19, 2024 ▶ 1:10:08 Who's Getting Rich Off Ozempic? (e12)
Feb 12, 2025 bearish
Prediction Held up
Coogan: Novo Nordisk supply will eventually severely limit compounded GLP-1s
“It may take a few more quarters, but Novo Nordisk will eventually produce enough supply to end the shortage of its drug. When that happens, despite their efforts to influence public opinion, Compounded versions will likely be severely limited.”
John Coogan Feb 12, 2025 ▶ 14:23 REVIEW: HIMS Super Bowl Ad (Controversy)
Feb 12, 2025 bullish
Opinion
Coogan: Hims Might Be Most Successful DTC Company Beside Chewy
“At ten billion dollars, it might be literally the most successful DTC company other than maybe Chewy to come out, but even that's more of an e-commerce platform.”
John Coogan Feb 12, 2025 ▶ 3:36 REVIEW: HIMS Super Bowl Ad (Controversy)
Feb 12, 2025 negative
Insight
Coogan: Telehealth compounding stretches regulations meant for local pharmacies
“Compounding pharmacy regulations were written for, hey, your town might have a local pharmacist, and in a shortage, you should be able to walk down to the pharmacy, and they should be able to make you know, something that they can't otherwise buy, and then thi…”
John Coogan Feb 12, 2025 ▶ 12:42 REVIEW: HIMS Super Bowl Ad (Controversy)
Feb 12, 2025 neutral
Opinion
Hims bends rules because GLP-1 cash outweighs risks, says Hays
“Yes, of course they're bending the rules around compounding and like, but they seem to be okay with that risk appetite because they're printing so much cash off of this that they're like, it's one of those situations where they're like, even if we get, you kno…”
Jordi Hays Feb 12, 2025 ▶ 4:48 REVIEW: HIMS Super Bowl Ad (Controversy)
Jun 28, 2025 negative
Assertion Supported
Coogan: Hims & Hers drops record 32% after Novo Nordisk split
“News that the deal was scrapped weighed heavily on Hims and Herb's shares, sending them down 32% in afternoon trading in what would be the largest decline for the stock on record. Novo Nordisk's shares were down nearly six percent in New York.”
John Coogan Jun 28, 2025 ▶ 1:17:50 Weekly Recap: Tesla Robotaxi, Mr. Beast's AI Tool, Yacine, The Social Network 2, Neuralink Update
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