Quarter Winner
SetupsTrack recordMethodology

Loading

← All setups

HIMS

Hims & Hers Health, Inc.

2026Q2 · Earnings 2026-08-10 (Reported 32d ago)

At a glance · Earnings setup

Insufficient evidence

Confidence: Insufficient

QW does not yet have enough evidence to form a setup for this quarter.

Street

No verified Street revenue consensus.

Operating requirement

No defensible operating requirement for this Street number yet.

Evidence

No material independent evidence listed at this cutoff.

Coverage

  • Street revenue consensus
  • Defensible segment / operating bridge
  • Direct Street segment KPI consensus

1 · Street

What Street says

No verified Street revenue consensus for this target.

2 · Street needs

What Street needs

Implied requirements unavailable

Implied operating requirements are not available at this cutoff.

3 · Management

What management says

Direct guidance

Explicit quarterly revenue guidance midpoint

Mid / point
$690M
Vs Street
—
As of
2026-05-11

4 · Business

What the business is doing

  • Monthly online revenue per avg subscriber

    $82

    2025Q4 · YoY +12.3%

  • Monthly revenue per average subscriber

    $92

    2026Q2

  • Online revenue

    $609.1M

    2025Q4 · YoY +29.4%

  • Subscribers (thousands)

    2,891

    2026Q2 · YoY +18.5%

No direct Street KPI consensus for this quarter. Implied operating requirements still apply where available.

5 · QW setup

Where QW lands

Supports

No material supporting evidence listed.

Against / uncertainty

No material opposing evidence listed.

Fragility Insufficient
  • No Street revenue consensus at cutoff

Still missing

  • Street revenue consensus
Sources & methodology

Setup methodology v0.2.

Internal classification note: No Street revenue consensus at cutoff — cannot form a setup

  • explicit_quarter_guidance · SEC earnings release · link
  • How Quarter Winner works →