Hims & Hers Q2 International Revenue Jumps as Margins Pressured
Hims & Hers is rated Hold as shares trade above an implied fair value of $22. Q2 results show revenue up 38% year over year, driven by robust international growth, but profitability is pressured by expansion and restructuring costs. Peptides are positioned as the next major US growth driver, with GLP-1s and international markets supporting the long-term thesis despite near-term margin compression.