$HIMS Faces Key Earnings Test While $GPRO Shows the Danger of Weak Moats
1. $Hims & Hers Health Inc.(HIMS)$
Earnings after close today. I'm looking at 2 things.
1. Market share (vs Ro), which has been falling. Is that trend starting to shift?
2. Revenue guidance. Info below, but Q1 may be bad and guidance may be 📈.
Hims Guidance: $2.7-$2.9 billion
Analyst Est.: $2.72 billion
Guidance up $100 million on the revenue side, but Adj. EBITDA margins at the low end.
IMO, growth is more important now, not margin.
Shares choppy after hours. More soon.
2. $GoPro(GPRO)$
Sad to see $GPRO slowly meeting an end.
For me, a lot of lessons were learned with this company about differentiation, bundling, and moats in technology.
The biggest lesson: A cool product doesn't = a great business.
They should have sold years ago. I hope a buyer finds some value in what's left...
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