NYSE$HIMS

Hims & Hers Health Inc · Q4 2023 earnings

Q4 2023 earnings · · Investor relations

Briefing

Hims & Hers reported a profitable Q4 2023 with revenue growth and subscriber increase.

Hims & Hers Health, Inc. reported strong Q4 2023 financial results, with a 47% increase in revenue to $246.6 million and a net income of $1.2 million. The company also saw a 48% year-over-year increase in subscribers, reaching 1.5 million. Adjusted EBITDA was $20.6 million for the quarter.

  • Revenue increased by 47% year-over-year to $246.6 million.
  • Net income was $1.2 million, a significant improvement from the previous year's net loss of $(10.9) million.
  • Subscribers grew to 1.5 million, representing a 48% increase year-over-year.
  • Adjusted EBITDA reached $20.6 million, compared to $3.9 million in the same quarter of the previous year.

Headline financials

Total Revenue

$247M

Previous: $167M+47.5%
EPS (adj)

$0.01

Previous: -$0.05+120.0%
Capital Expenditures

-$11.2M

No prior period
Net Income

$1.25M

Previous: -$10.9M+111.4%
Operating Income

-$400K

Previous: -$11.6M+96.6%
Gross Profit

$204M

Previous: $132M+54.2%
R&D Expense

$13.4M

No prior period
Stock-Based Comp

$17.8M

Previous: $12.4M+44.1%

Revenue & EPS history

Hims & Hers · Revenue · Quarterly

$247M

Q4 2023+47.5%vs Q4 2022
Beat estimate in 10 of 15 quarters(67%)
ActualEstimate

Revenue by segment

Hims & Hers · $227M total across 2 segments · Q3 2023

  • Online Revenue
    $220M+57.1%
  • Wholesale Revenue
    $7.03M+39.1%

Forward guidance

Hims & Hers provided revenue and Adjusted EBITDA guidance for Q1 2024 and full year 2024.

Tailwinds

  • Q1 2024 revenue is expected to be between $267 million and $272 million.
  • Q1 2024 Adjusted EBITDA is projected to be between $22 million and $27 million.
  • Full year 2024 revenue is anticipated to be in the range of $1.17 billion to $1.20 billion.
  • Full year 2024 Adjusted EBITDA is expected to be between $100 million and $120 million.
  • Adjusted EBITDA margin for the full year 2024 is projected to be 9% to 10%.

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 Q4 2023

Historical avgQ4 2023

+2.5%

Avg return

Earnings day

+3.8%

Avg return

5 days after

+12.2%

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%
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

Discussion

Share your read of this quarter. Sign-in carries your eToro identity.

Join the conversation

Sign in with eToro to post your read of this quarter and vote on others'.

Sign in with eToro