Wildcard: Hims and Hers
Industry Focus
The Motley Fool
4.6 • 854 Ratings
🗓️ 25 August 2021
⏱️ 34 minutes
🧾️ Download transcript
Summary
Today we go into a consumer brand and telehealth provider: Hims and Hers. They've developed direct relationships with consumers, making it easier to access generic drugs and wellness products in the men's and women's health space. They're expanding into new segments, including mental health, while bringing down barriers. We talk about how this model has lead to ridiculously high margins, but also competition, and how we're looking at the company's prospects.
Stocks: HIMS
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Transcript
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| 0:00.0 | Welcome to Industry Focus. The Podcast that dives into a different sector of the stock market each day. |
| 0:11.0 | I'm your host Emily Flippin. I'm Jason Moser. I'm Nick Seidphle. I'm Dylan |
| 0:15.0 | Lewis. And today we're talking financials. Today we're talking consumer |
| 0:18.7 | goods. Wild Card Wednesday. And we're talking energy. And today we're talking tech. Let's dive in. |
| 0:26.7 | It's Wednesday, August 25th and we're talking at a SPAC. It's been under the radar. |
| 0:31.8 | I'm your host Dylan Lewis |
| 0:33.0 | and I'm joined by Fool.com's head hero of hazardous humdrum hunches. |
| 0:37.0 | Brian Veroldi. |
| 0:38.0 | Brian, how you doing? |
| 0:39.0 | Dylan, I'm doing great. |
| 0:41.0 | We have yet another member suggested show. I love it when people reach |
| 0:45.4 | out to us and say, hey, what about this company and we take a look and it's worth |
| 0:50.1 | talking about? Yeah and in this case we got multiple notes about the same |
| 0:54.8 | company which to me says you know we probably should give this company a run through |
| 0:59.2 | one of our listeners Michael Rodin wanted to suggest you guys look at him and hers Health Inc they're a |
| 1:05.4 | young telehealth and medicine company founded in 2017 that focuses on things like |
| 1:09.8 | hair loss, ED, birth control and other areas of health that they feel don't get enough |
| 1:14.3 | attention where stigmas can lead to people not getting treatment. |
| 1:17.9 | Recently, when public via a SPAC, their gross profit margin has been around 70% in part because of the pandemic. |
| 1:24.0 | They grew revenues over a triple digit percentage last year and they basically only operate in the US. |
| 1:30.0 | So it seems like there's some room for expansion. |
| 1:32.0 | Despite being a young company with a growth stock with high margins, |
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