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Campaigns / Spruce Point Capital → Hims & Hers Health, Inc.
Spruce Point Capital vs. Hims & Hers Health, Inc.

Hims & Hers Health, Inc. · HIMS

1 deck published between 2023-07-13 and 2023-07-13 — 105 pages, 105 analysed slides total.

initial thesis

Timeline

Each deck in chronological order — click to open. This is the story of the campaign as it unfolded.

  1. 2023-07-13 initial thesis

    2023 07 64e44361e4ad113bb6538f87_hims_research_thesis_7 13 2023

    105pp · full_deck

    HIMS is an overvalued, commoditized ED/hair-loss e-commerce business masquerading as healthcare, with CPoM regulatory risk and new OTC Eroxon competition driving 25-40% downside to $5.20-$6.50.