Episode
Hims & Hers 2025 Recap + 2026 Predictions
- Podcast
- Hims House
- Published
- Jan 21, 2026
- Duration seconds
- 3411
- Processing state
not_requested
Actions
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Summary
In episode 51 of Hims House, Bayside returns to the podcast to for year-end recap + 2026 predictions. The conversation covers Hims & Hers’ eventful 2025—international expansion, acquisitions, new product categories, partnerships and breakups—before pivoting to what investors should watch for in 2026. Bayside, who shifted to a more cautious stance mid-2025, explains his current thinking on valuation, growth rates, and the catalysts that could change the narrative. The episode closes with bold predictions about tirzepatide, a potential Super Bowl ad, and where the stock might trade heading into earnings. 00:00 - Welcome back to Bayside 01:10 - 2025 Recap: Labs, testosterone, menopause, international, acquisitions (Livewell, YourBio), $250M buyback, Deb Autor as Chief Policy Officer 03:21 - Revenue concerns 08:45 - Valuation framework 11:30 - Is compounding still at risk? 16:51 - The competitive landscape 20:22 - Super Bowl Ad Speculation 24:15 - Tirzepatide?! 29:32 - Peptides Opportunity 32:13 - Novo partnership “active talks” 38:13 - 2026 predictions 45:30 - Wearables? 50:10 - Celebrity partnership gap Get full access to Hims House at himshouse.substack.com/subscribe