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![TeleHInvesting Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1906107801904324608.png) Nick Moss [@TeleHInvesting](/creator/twitter/TeleHInvesting) on x XXX followers
Created: 2025-07-18 18:18:10 UTC

Definitely a fair point! $HIMS legacy verticals like ED and hair loss are decelerating. But I think that view misses the bigger picture of what $HIMS is building.

Yes, if the hair loss segment went from XX% to XX% growth, that’s technically a slowdown. But I’m not invested in $HIMS because of those early DTC categories.

The real story is what's coming next. At-home diagnostics  (like blood testing)  unlock entirely new high-margin verticals. Think chronic care, personalized medicine, and preventative health.

What most see as the “core business” today will look laughably narrow in a few years.

It’s like judging Amazon in 2002 and saying: “Book sales are slowing.”


XXX engagements

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**Related Topics**
[hims](/topic/hims)
[categories](/topic/categories)
[dtc](/topic/dtc)
[$hims](/topic/$hims)
[hims hers](/topic/hims-hers)
[stocks consumer defensive](/topic/stocks-consumer-defensive)

[Post Link](https://x.com/TeleHInvesting/status/1946273305662791792)

[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]

TeleHInvesting Avatar Nick Moss @TeleHInvesting on x XXX followers Created: 2025-07-18 18:18:10 UTC

Definitely a fair point! $HIMS legacy verticals like ED and hair loss are decelerating. But I think that view misses the bigger picture of what $HIMS is building.

Yes, if the hair loss segment went from XX% to XX% growth, that’s technically a slowdown. But I’m not invested in $HIMS because of those early DTC categories.

The real story is what's coming next. At-home diagnostics (like blood testing) unlock entirely new high-margin verticals. Think chronic care, personalized medicine, and preventative health.

What most see as the “core business” today will look laughably narrow in a few years.

It’s like judging Amazon in 2002 and saying: “Book sales are slowing.”

XXX engagements

Engagements Line Chart

Related Topics hims categories dtc $hims hims hers stocks consumer defensive

Post Link

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