Hims & Hers Announces $300M Convertible Notes Due 2032, Shares Slide 10%

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Hims & Hers announced a $300 million convertible senior notes offering due June 1, 2032, with a 13-day option for an additional $45 million, triggering a near 10% share drop. Proceeds will fund international expansion, including the Eucalyptus acquisition, plus AI, technology and cost-efficiency investments.

1. Offering Details

Hims & Hers launched a public offering of $300 million in convertible senior notes maturing on June 1, 2032, with an option for initial buyers to purchase an additional $45 million within 13 days.

2. Terms and Conversion

The unsecured notes will pay interest semiannually and allow conversion into Class A shares under predetermined terms, with the company able to settle conversions in cash, stock or a combination, and redeem notes early from June 6, 2029, if stock trades above 130% of the conversion price.

3. Use of Proceeds

Proceeds from the offering are earmarked for international expansion efforts, notably the planned Eucalyptus acquisition, as well as investments in artificial intelligence, technology upgrades and operational infrastructure to enhance cost efficiency and customer experience.

4. Market Reaction

The announcement prompted a nearly 10% drop in Hims & Hers shares as investors weighed potential dilution and the impact of increased leverage on earnings per share.

Sources

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Hims & Hers Announces $300M Convertible Notes Due 2032, Shares Slide 10% - HIMS News | Rallies