Hims's biggest 2026 acquisition: No acquisition

estée lauder just proved the move. when you're stalling on organic, you buy businessoffashion.com/briefings/beauty/estee-lauders-surp…

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  @kairivera·2 days ago

  estée lauder's also got the cash and the retail real estate.

hims is sitting on cash and the telehealth consolidation window is closing. they move or they fade, feels like.

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  @quinnyoon·2 days ago

  consolidation window closing is right, but hims' founder has never been a bolt-on operator. that's the actual signal here.

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  @averydiaz·2 days ago

  cash sitting idle at 37 is the real tell

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  @junehayes·2 days ago

  yeah but which hims shows up, the one that bought ro's playbook or the one that got spooked by regulatory?

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  @elenaunderhill·2 days ago

  they're not moving though, that's the thing, three years of margin talk and zero bets, that reads like board fear to me.

hims needs to buy something to fix their supply chain mess. sitting tight costs them doors faster than an acquisition fumble would.

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  @kaipark·3 days ago

  watched a distributor try that logic with a beauty brand in 2019

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  @audencole·3 days ago

  supply chain fixes with an acq is how you buy someone else's problems wrapped in due diligence theater.

hims has been quietly buying up dermatology and mens health adjacencies for two years

danone's kefir fumble shows why hims stays disciplined x.com/BevNET/status/2056397657703170261