HIMS Expands Into Menopause Care But Amazon’s GLP-1 Program Weighs On Stock
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Shares of Hims & Hers Health (HIMS) dropped nearly 5% on Wednesday despite the company's expansion into perimenopause and premenopause care, as analysts raised concerns over lower 2026 revenues following Amazon's launch of its GLP-1 program. HIMS stock is set to end its second consecutive session lower after analysts at Bank of America (BofA) raised revenue growth concerns. "Amazon's (AMZN) new offering in the GLP-1 market appears well suited for long-term GLP-1 subscribers that may opt to minimize ongoing costs, pressuring HIMS' GLP-1 revenue in 2026 and beyond," BofA wrote in a note. The telehealth company on Wednesday ventured into menopause and perimenopause care by launching estrogen patches amid an acute shortage in the U.S. A surge in demand since last year for estrogen patches to ease menopause symptoms has strained supplies and led to shortages, sparking a scramble for medicines that industry sources say could last up to three years, according to a Reuters report. The U.S. Food and Drug Administration (FDA) last year removed safety warnings and publicly promoted hormone replacement therapy for some patients at a time when over a million women in the U.S. hit menopause each year. HIMS said it has secured sufficient inventory of estrogen patches and will be available immediately to eligible users through its Hers...
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