Current Offering Snapshot (Hims)
Core Verticals
- Hair loss: minoxidil foams/serums, Rx options, thickening care. High Awareness
- Sexual health (ED): Rx options, formats incl. chewables. Retention Driver
- Skin care: cleansers, moisturizers, Rx dermatology.
- Weight: GLP-1s (when eligible) + oral kits. Growth
- Hormones: low-testosterone program; oral T (Kyzatrex) collab announced for 2026.
Refs: hims.com hair/weight pages; Reuters; Hims newsroom.
Business Model
- D2C telehealth + e-commerce
- Subscription refills & bundles
- Assessment → provider review → Rx → fulfillment
Opportunity
Extend beyond “starter” categories (hair/ED) into longitudinal, biomarker-anchored male health programs to lift LTV and defensibility.
Gaps & Why These Enhancements
- Retention risk: Hair/ED can be episodic; need durable reasons to stay month-over-month.
- Differentiation: Competitors (Ro, Lemonaid, Thirty Madison) offer similar front doors; deeper diagnostics & programs win.
- Regulatory optics: GLP-1 landscape is shifting; strong clinical governance & alternatives are key.
- Hormone momentum: Low-T expansion + oral T creates a wedge to broader men’s longevity programs.
Product Enhancements (What & Why)
1) Men’s Longevity Lab
Turn hormone care into a longitudinal program.
- Panels: Testosterone (total/free), SHBG, DHEA-S, cortisol, thyroid; cardio markers (ApoB, Lp(a), hs-CRP).
- Quarterly tele-checkins + dose titration.
- Integrations: HRV/sleep (Apple, Oura) to close the loop on symptoms.
Why: Anchors users for 12-18 months; lifts ARPU via bundled labs + Rx + supplements.
2) Hair & Scalp Biofeedback
Make hair a measurable, motivating journey.
- Scalp microbiome + inflammation screen; ferritin/B12 optional add-on.
- Photo-based follicle tracking & growth scoring.
- Personalized topicals (vehicle, %), cadence nudges.
Why: Converts “commodity” minoxidil into a guided program; reduces churn at months 3–6.
3) MindStrong Suite
Hormone-mood performance link.
- Mood/CBT micro-tasks; sleep & stress correlation to T/cortisol.
- Evidence-informed nudges: training, recovery, sexual health.
Why: Broadens addressable need set; supports adherence to hormone & weight programs.
4) Metabolic Edge
A GLP-1-aware but GLP-1-agnostic weight program.
- Eligibility workflows per FDA guidance; orals as alternatives.
- Body comp + nutrition coaching; step down protocols to prevent rebound.
Why: De-risks supply/regulatory swings while keeping demand.
5) CoupleSync (Optional)
- Partner-view for libido, stress, sleep sync.
- Privacy controls + opt-in sharing.
Why: Differentiated relationship-health angle → PR & brand lift.
Competitive Landscape
| Brand | Strengths | Gaps | Hims Edge (Proposed) |
|---|---|---|---|
| Ro (Roman) | Hair/ED/weight breadth; brand scale | Less hormone longitudinal depth | Longevity Lab + hormone-mood loop |
| Lemonaid | Price & access | Limited specialization | Specialty male programs (hair+T+cardio) |
| Thirty Madison (Keeps, etc.) | Niche loyalty | Cross-vertical glue | Unified biomarker programs |
| Marketplaces (GoodRx) | Reach/discounts | Own brand loyalty | Programs vs. one-off fills |
Roadmap & KPIs
Phase 0–1 (0–3 mo)
- Launch Low-T intake revamp; add HRV/sleep tiles in dashboard.
- Hair tracking (photo timelapse + reminders).
- Compliance: GLP-1 eligibility + alternatives flow.
Phase 2 (3–6 mo)
- Longevity Lab beta (panels + titration cadence).
- MindStrong v1 (mood logs + correlations).
- Metabolic Edge coaching & body-comp.
Phase 3 (6–12 mo)
- Hair microbiome pilot; personalized topicals.
- CoupleSync limited release.
- Broader partnerships (labs/wearables).
North-Star Metrics
- LTV / CAC ↑ via multi-program attach
- 12-mo retention (Longevity Lab cohort)
- Rx adherence & dose stability
- DX speed (assessment → Rx)
Risk & Compliance Notes
- GLP-1: adhere to FDA guidance; avoid non-compliant compounding; clear education on brand vs. compounded access.
- Hormones: standardized labs + clinical protocols; side-effect monitoring workflows.
- Data privacy: HIPAA + clear consent for wearables/partner views.
Sources & Citations
- Hims product pages (hair, weight): hims.com. (Hair, Weight)
- Low-T category + oral testosterone (Kyzatrex) collaboration (2025/26): Hims investors newsroom; Reuters.
- FDA note on unapproved/compounded GLP-1 drugs (2025): FDA.gov Safety Communications; Hims blog on compounded GLP-1s & shortage status.
See: hims.com/hair-loss; hims.com/weight-loss; investors.hims.com (Sept 10, 2025 release); Reuters Sept 10, 2025; FDA Sept 25, 2025; Hims blog on compounded GLP-1s (2025).