tradeval
HIMS

Who Hims & Hers buys from and sells to

Cash-pay telehealth platform selling subscriptions for weight loss, hair, sexual and mental health treatments.

Part of GLP-1 and Specialty Pharmaceuticals spending

Buys from 4

Sells to 1

  • Cash-pay subscribersmonthly memberships bundling consults and medication

Where the chain could break

  • Branded GLP-1 supply depends on Novo and Lilly agreements that have collapsed before
  • Compounded drugs rest on FDA 503A/503B rules that can shut a product line overnight

Competes with

  • Rothe largest private telehealth rival in GLP-1s
  • AmazonAMZNOne Medical and Amazon Pharmacy
  • Eli LillyLLYLillyDirect sells the same drugs direct to patients

Mapped by hand from filings and company reporting, as of October 2026. It shows the relationships that matter most, not every contract: most are never disclosed, and agreements change.

Sources (4)