{"podcast":{"title":"Hims House","slug":"hims-house-7026583","podcast_index_feed_id":7026583,"rss_url":"https://anchor.fm/s/10e9c0874/podcast/rss","website_url":"https://himshouse.substack.com/podcast","image_url":"https://d3t3ozftmdmh3i.cloudfront.net/staging/podcast_uploaded_nologo/45300741/1466fea8bed61dc7.jpg","author":"Jonathan Stern","episode_count":73,"summary":"Hims House is the ultimate podcast for Hims & Hers investors. Hosted by Jonathan Stern and Patrick Lester, Hims House breaks down all the key questions shaping $HIMS — from telehealth and pharma to GLP-1s, compounding, and the future of healthcare. New episodes every week. himshouse.substack.com","last_synced_at":"2026-07-08T00:20:15.279819+00:00","page_url":"https://stenobird.com/podcast/hims-house-7026583"},"episode":{"title":"Hims & Hers 2025 Recap + 2026 Predictions","slug":"hims-hers-2025-recap-2026-predictions","published_at":"2026-01-21T13:13:42+00:00","page_url":"https://stenobird.com/podcast/hims-house-7026583/hims-hers-2025-recap-2026-predictions","show_page_url":"https://stenobird.com/podcast/hims-house-7026583","url":"https://podcasters.spotify.com/pod/show/jonathan-stern1/episodes/Hims--Hers-2025-Recap--2026-Predictions-e3egqlv","audio_url":"https://anchor.fm/s/10e9c0874/podcast/play/114894975/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-1-2%2F417288054-44100-2-22b72f53f1e0b90e.mp3","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","meta_description":"In episode 51 of Hims House, Bayside returns to the podcast to for year-end recap + 2026 predictions. The conversation covers Hims & Hers’ eventful 20…","key_points":[],"chapters":[],"topics":[],"duration_seconds":3411,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/hims-house-7026583/episodes/hims-hers-2025-recap-2026-predictions/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/hims-house-7026583/hims-hers-2025-recap-2026-predictions.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}