Hims & Hers: $4.3BN Market Cap on $2.3BN of Revenue: The Comeback | Why Being Public is 10x Better | The Death of the "Strategy" Hire

The Memo

Apr 4, 2026

Posted by

Andrew Dudum is the Founder and CEO of Hims, the company reshaping consumers relationship to healthcare. It has been a rocky ride over the last 6 months, the company is down 66%, their market cap today is $4.3BN on $2.3BN of revenue. They just bought their largest international competitor, Eucalyptus for $1.5BN.

In Today's Show We Discuss:
  • Why Being Public Is Better Than Private

  • My Advice to The Collisons on Taking Stripe Public

  • How to Hire for the Most Gritty People: The Test

  • How AI Will Reshape All of Customer Acquisition

  • What Did Hims Do That Andrew Wishes They Had Not Done

  • What is the Least Profitable but Most Important Hims Product

  • The $1.5BN Acquisition: Why Hims Bought Their Biggest Global Competitor

  • Why Brand Marketing Beats Performance Marketing

  • The Future of Prevention: Why Your Next Blood Test Should Be Free

  • Disrupting the PBMs: How We Are Breaking the Corrupt US Healthcare System

Share this post

Link copied

SUBSCRIBE NOW TO YOUR FAVOURITE PLATFORM

SUBSCRIBE NOW TO YOUR FAVOURITE PLATFORM

SUBSCRIBE NOW TO YOUR FAVOURITE PLATFORM

SUBSCRIBE NOW TO YOUR FAVOURITE PLATFORM

© 2024 20VC. All rights reserved.

© 2024 20VC. All rights reserved.

© 2024 20VC. All rights reserved.

© 2024 20VC. All rights reserved.