Becker Private Equity & Business Podcast Episode: Hims & Hers Keeps Soaring
Host: Scott Becker
Release Date: July 24, 2025

Overview

In this episode of the Becker Private Equity & Business Podcast, host Scott Becker delves into the impressive performance and strategic growth of Hims & Hers, a prominent player in the telehealth industry. The discussion highlights the company's recent stock performance, international expansion efforts, and the commendable leadership of its CEO. Throughout the episode, Scott provides insightful analysis and acknowledges both the strengths and controversies surrounding the company's leadership.

Key Highlights

1. Strong Financial Performance

Scott begins by spotlighting Hims & Hers' remarkable stock performance:

• Stock Surge: "Hims and Hers is up about 16% yesterday, about 140% year to date." (00:15)

This substantial growth underscores the company's robust market position and investor confidence.

2. Focus on International Expansion

A significant portion of the discussion centers on Hims & Hers' strategic move towards expanding its operations internationally:

• Global Reach: The company is actively seeking opportunities beyond its current markets to sustain and accelerate growth. This international push is seen as a pivotal step in maintaining their upward trajectory.

3. Leadership Excellence

Scott offers high praise for the CEO of Hims & Hers, emphasizing strategic agility and business acumen:

• Adaptive Leadership: "The CEO of Hims and Hers has turned into one of the really smart CEOs in the game as he constantly makes pivots and tries to figure out how to grow the business, what compounding to do, where to be in, where to be out." (00:45)

• Business Acumen: "Really an impressive job by the CEO of Hims and Hers. We're fans of his leadership. We're fans of his, of his business acumen..." (01:05)

Scott lauds the CEO for his ability to navigate the company through dynamic market conditions, making strategic decisions that foster long-term growth.

4. Balancing Leadership and Politics

While commending the CEO's professional capabilities, Scott also touches upon the dichotomy between leadership and personal political views:

• Leadership vs. Politics: "...not necessarily fans of his politics, but it's a totally different story." (01:20)

This comment indicates a separation between the CEO's business leadership and his political stance, suggesting that the former remains commendable despite any controversies related to the latter.

Insights and Analysis

Scott's analysis offers listeners a comprehensive understanding of Hims & Hers' current standing and future prospects:

• Sustainability of Growth: The 140% year-to-date stock increase raises questions about the sustainability of such rapid growth. Scott hints at international expansion as a means to continue this momentum.

• Leadership Impact: The CEO's strategic pivots are portrayed as critical to the company's success, highlighting the importance of adaptive leadership in the fast-evolving telehealth sector.

• Market Positioning: Hims & Hers' focus on compounding growth and strategic market entries positions them favorably against competitors, potentially leading to continued investor interest and market share gains.

Conclusion

Scott Becker concludes the episode by reiterating his admiration for the leadership and strategic direction of Hims & Hers. Despite acknowledging differing opinions on the CEO's political views, the focus remains on the company's business achievements and future potential.

• Final Thoughts: "Thank you for listening today to the Becker Business Podcast and the Becker Private Equity Podcast. Thank you very much for joining us." (01:35)

Notable Quotes

• "Hims and Hers is up about 16% yesterday, about 140% year to date." (00:15)

• "The CEO of Hims and Hers has turned into one of the really smart CEOs in the game as he constantly makes pivots and tries to figure out how to grow the business, what compounding to do, where to be in, where to be out." (00:45)

• "We're fans of his leadership. We're fans of his, of his business acumen..." (01:05)

• "...not necessarily fans of his politics, but it's a totally different story." (01:20)

Takeaways for Listeners

• Investment Potential: Hims & Hers' strong financial performance and strategic expansion make it a noteworthy consideration for investors looking into the telehealth sector.

• Leadership Importance: Effective and adaptive leadership can significantly influence a company's growth and market positioning, as exemplified by Hims & Hers.

• Navigating Controversies: Balancing professional excellence with personal views is a complex aspect of corporate leadership, influencing public perception and stakeholder trust.

Disclaimer: This summary is based on provided transcript excerpts and may not capture the entirety of the podcast episode. For a comprehensive understanding, listening to the full episode is recommended.