Hims & Hers Appoints Ex-Lilly CCO as 2025 Revenue Jumps 59%

HIMSHIMS

Hims & Hers hired Kathryn Beiser, former Eli Lilly CCO, to lead communications for its weight-loss medications strategy. The company generated $2.35B revenue in 2025, up 59% YoY with 2.5M subscribers, and its Novo Nordisk partnership replacing compounded GLP-1 sales prompted a $29 price target.

1. Communications Leadership Appointment

Hims & Hers has appointed Kathryn Beiser as chief communications officer, reporting directly to CEO Andrew Dudum. Beiser joins from Eli Lilly, where she spent five years as CCO leading communications for its GLP-1 obesity drug franchise, and previously held senior roles at Kaiser Permanente and Hilton Worldwide.

2. Strong 2025 Financial Results

The company recorded $2.35 billion in revenue for 2025, a 59% year-over-year increase, driven by expanded telehealth services and prescription shipments. EBITDA reached $318 million and operating cash flow stood at $300 million, supported by a subscriber base exceeding 2.5 million and an average monthly revenue per user of $83.

3. Transformative GLP-1 Partnership

Hims & Hers replaced compounded GLP-1 offerings with branded Wegovy and Ozempic distribution under its partnership with Novo Nordisk. This agreement removes previous legal uncertainties and integrates a proven obesity treatment line into its platform, strengthening its positioning in the profitable weight-loss market.

4. Analyst Price Target Upgrade

Following the Novo Nordisk deal, Barclays raised its price target on Hims & Hers shares from $25 to $29 and maintained an Overweight rating. The firm cited underappreciated market opportunity from new product rollouts and projected further upside as the company scales branded prescription therapies.

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