Amazon is expanding further into the online pharmacy space, which could increase competition for companies like HIMS.
Based on my analysis, Amazon’s scale and logistics could put pressure on HIMS over time, despite HIMS having a strong DTC brand.
Curious how others here view the competitive impact and whether this meaningfully changes the outlook for HIMS.
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Posted by Cultural_Bad6776
11 Comments
I’m long AMZN since they have the distribution figured out.
Yes AMZN always a great buy!
HIMS? Not bad, but definetly not going anywhere near it. Now amazon? Im a bagholder of amazon
HIMS doesn’t seem to hold any competitive advantage. And any platform like Amazon can disrupt them
Hims has no moat.
Amazon probably might just buy over HIMS
I just saw that Amazon has sildenafil. Yeah it’s over for hims, blue chew, all of em.
I just checked for myself. Amazon has everything including HIMS branded products. Outlook for HIMS stock is not good.
I like HIMS at the current price to be able to sell CCs…disrupting a well known brand is easier said than done. Amazon does fail sometimes bc they’re big and lunky. This is HIMS game and they’ve been executing..
HIMS??? Should’a sold above $60 – no moat as others say.
Not the 1st time there’s an Amazon headline vs Hims.
I’d say wait for next earnings to make your decision