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Hims & Hers Health (HIMS) guidance and outlook

Hims & Hers Health's 10-Q filed Nov 9, 2026 makes 32 forward-looking statements.

Guidance and outlook

Forward-looking statements, 10-Q filed Nov 9, 2026

• We expect this shift to continue as we enhance our membership program described below.
• Additionally, at the end of March 2026, we launched a membership program for our weight loss offerings in the United States, which we expect to continue to evolve in future reporting periods.
• We expect to retain a significant majority of revenue from Subscribers who maintain a Subscription for more than two years (sometimes referred to by us as “long-term revenue retention”).
• However, if customer behavior changes, or our assumptions regarding long-term revenue retention are incorrect and Subscriber retention decreases in the future, then future revenue will be negatively impacted, and changes to the mix of our products and services purchased by customers can impact our gross profits and gross margin.
• We expect to continue to focus on long-term growth.
• We intend to continue to invest in our fulfillment, distribution, and operating capabilities, including in our wholly-owned pharmacies (also referred to herein as our “Pharmacies”), our laboratory testing facilities and our peptide manufacturing facility (collectively with our Pharmacies, sometimes referred to herein as our “Facilities”), with the goal of fulfilling a majority of our pharmaceutical and…
• For example, we are making investments in the expansion of our current Facilities, which are expected to continue for at least the next 12 months.
• Additionally, we expect to continue to make significant investments in marketing to acquire new customers across all of our brands, and we expect to continue to make investments in product offerings and customer experience.
• In the short term, we expect these investments to increase our operating expenses; however, in the long term, we anticipate that these investments will positively impact our results of operations.
• We expect to continue to expand into new health and wellness specialties with our offerings.
• provide meaningful supplemental information regarding our performance by excluding certain items that may not be indicative of our business, results of operations, or outlook.
• In addition, other companies, including companies in our industry, may calculate similarly-titled non-GAAP financial measures or ratios differently or may use other financial measures or ratios to evaluate their performance, all of which could reduce the usefulness of Adjusted EBITDA, Adjusted EBITDA margin, and Free Cash Flow as tools for comparison.

Hims & Hers Health's latest quarter

Questions

What does Hims & Hers Health expect?

We expect this shift to continue as we enhance our membership program described below. Additionally, at the end of March 2026, we launched a membership program for our weight loss offerings in the United States, which we expect to continue to evolve in future reporting periods. We expect to retain a significant majority of revenue from Subscribers who maintain a Subscription for more than two years (sometimes referred to by us as “long-term revenue retention”).

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Updated Nov 9, 2026. Read automatically from SEC filings and public data; errors are possible. Not investment advice.