A post by @FirstSquawk on X.
HIMS CFO SAYS IT EXPECTS THE ELI LILLY PARTNERSHIP TO IMPROVE PLATFORM RETENTION, AND THAT IT INTENTIONALLY PACED Q3 MARKETING SPEND ON WEIGHT-LOSS DRUGS AHEAD OF EXPANSIONS
@FirstSquawk on X
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Hims & Hers Health's CFO said the company expects its partnership with Eli Lilly to improve retention on its platform, and that it deliberately paced third-quarter marketing spending on weight-loss drugs ahead of planned expansions. The comments frame the Lilly tie-up as a retention lever rather than a near-term revenue driver, with promotional outlays held back in Q3 to be deployed alongside forthcoming launches. The remarks matter because they signal management is prioritizing subscriber stickiness and disciplined spend timing over aggressive acquisition in the competitive weight-loss category. Investors will watch whether the pacing of marketing translates into stronger retention metrics and how the Lilly collaboration scales in coming quarters.
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Named in this story
HIMS, Eli Lilly (LLY)
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