Hims & Hers: Platform Pivot and GLP-1 Tailwinds Create a Compelling Long Trade
Hims & Hers (HIMS) is repositioning from a direct-to-consumer retailer into a multi-service telehealth platform. At about $28.72 today and a market cap near $6.5B, the stock trades at a premium multiple but shows improving unit economics, positive free cash flow, and a large, addressable market in weight management, mental health and primary care. …