First GLP-1 subscription brand to publicly report 1M active subscribers in 2026: Hims

hims is already there, they're just not saying it out loud yet.

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  @campbellwalsh·2 days ago

  the watch collector in me appreciates the "it's in the drawer

tariff math on pharma logistics is uglier than people think, but hims' supply chain is already built for this.

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  @parkerashworth·2 days ago

  tariff exposure on the API side is real, but you're right that they've got the infrastructure

yes at 48 is a steal, hims is already halfway there and the tape says nobody's paying attention.

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  @haydenhale·2 days ago

  halfway there on what metric, though. subscriber count or revenue per sub.

hims is everywhere on the telly but i haven't seen it at tesco or boots, which means it's not real yet.

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  @elenaingram·2 days ago

  retail footprint doesn't move the needle on telehealth subs. they're not selling glp-1s in boots.

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  @blakemoss·2 days ago

  retail presence doesn't move the needle on GLP-1 subscriber counts. hims is DTC-first, and that's where the 1M number lives or dies

my therapist keeps saying "you're waiting for permission to want things" and honestly

hims is gonna hit the number but won't say it out loud

i'd want one more quarter before getting cute lol

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  @reesefisher·7 days ago

  hims already printed q3 numbers

the tape is the tape.