NYSE$HIMS

Hims & Hers Health Inc · Q1 2022 earnings

Q1 2022 earnings · · Investor relations

Briefing

Reported first quarter results with revenue surpassing $100 million and a significant increase in member subscriptions.

Hims & Hers Health, Inc. reported strong first-quarter 2022 results, with revenue reaching $101.3 million, up 94% year-over-year. The company also experienced its largest-ever quarterly gain in member subscriptions, increasing by 101,000 to a total of 710,000. The company raises full year 2022 revenue guidance to the range of $410.0 million to $425.0 million and maintains Adjusted EBITDA guidance in the range of $(30.0) million to $(20.0) million

  • Revenue for Q1 2022 reached $101.3 million, a 94% increase year-over-year.
  • The company added 101,000 new subscriptions in Q1 2022.
  • Hims & Hers ended Q1 2022 with 710,000 subscriptions, up 82% year-over-year.
  • Full year 2022 revenue guidance raised to $410 - $425 million.

Headline financials

Total Revenue

$101M

Previous: $52.3M+93.7%
EPS (adj)

-$0.08

Previous: -$0.30+73.3%
Free Cash Flow

-$16.3M

Previous: -$51.4M+68.4%
Net Income

-$16.3M

Previous: -$51.4M+68.4%
Operating Income

-$16.9M

Previous: -$48.4M+65.0%
Gross Profit

$74.8M

Previous: $40.2M+85.7%
Cash & Equivalents

$48.3M

Previous: $88.2M-45.2%
Total Assets

$382M

Previous: $346M+10.4%
Stock-Based Comp

$8.86M

Previous: $34.2M-74.1%

Revenue & EPS history

Hims & Hers · Revenue · Quarterly

$101M

Q1 2022+93.7%vs Q1 2021
Beat estimate in 7 of 8 quarters(88%)
ActualEstimate

Revenue by segment

Hims & Hers · $101M total across 2 segments · Q1 2022

  • Online Revenue
    $94.1M+85.7%
  • Wholesale Revenue
    $7.21M+341.4%

Forward guidance

For the second quarter 2022, we expect: Revenue to be in the range of $103 million to $106 million. Adjusted EBITDA to be in the range of $(9) million to $(7) million, which would reflect an Adjusted EBITDA margin in the range of (9)% to (7)%. For the full year 2022, we expect: Revenue to be in the range of $410 million to $425 million. Adjusted EBITDA to be in the range of $(30) million to $(20) million, which would reflect an Adjusted EBITDA margin in the range of (7)% to (5)%.

Tailwinds

  • Revenue to be in the range of $103 million to $106 million for Q2 2022
  • Adjusted EBITDA to be in the range of $(9) million to $(7) million for Q2 2022
  • Revenue to be in the range of $410 million to $425 million for FY 2022
  • Adjusted EBITDA to be in the range of $(30) million to $(20) million for FY 2022

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 19 quarterly earnings reports · overlaid with Q1 2022

Historical avgQ1 2022

+2.5%

Avg return

Earnings day

+3.8%

Avg return

5 days after

+11.7%

Avg return

30 days after

50%

13 / 26 earnings

Positive

+41.1%

Q4 2023

Best reaction

-22.3%

Q4 2024

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+3.0%-11.4%-1.8%
Q4 2025-2.8%-6.4%+34.5%
Q3 2025-3.6%-7.6%-9.8%
Q1 2025+18.5%+24.1%+26.0%
Q4 2024-22.3%-12.1%-37.8%
Q3 2024+1.4%+15.0%+66.6%
Q2 2024-4.0%-9.2%-16.9%
Q1 2024+9.7%+9.1%+93.2%
Q4 2023+41.1%+37.8%+65.3%
Q3 2023+7.6%+5.1%+37.3%
Q2 2023-8.7%-11.7%-15.2%
Q1 2023-11.5%-10.2%-23.9%
Q4 2022+15.4%+6.0%+2.7%
Q3 2022+30.1%+37.2%+64.7%
Q2 2022-3.4%+9.2%-0.6%
Q1 2022-13.0%-13.5%+5.3%
Q4 2021+8.0%+20.5%+19.8%
Q3 2021-7.0%-1.3%-26.3%
Q2 2021+7.0%-4.7%+11.1%
Q1 2021+13.7%+44.9%+33.1%
Q2 2020-8.4%-7.2%-21.9%
Q4 2020-7.5%-15.4%-21.3%
Q3 2020+0.1%+0.0%+17.5%
Q1 2020-0.7%-0.5%+0.1%
Q4 2019+1.4%+2.1%+2.2%
Q3 2019+0.0%+0.3%-0.6%
Q2 2019
Q1 2019

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