HIMS Hims & Hers Health, Inc.

Healthcare · Drug Manufacturers - Specialty & Generic

Desk view

Watchinglow conviction

Basis Logged decision

Updated Oct 9, 2026

Market read

Scan convergence 3 scans as of 2026-10-16 3 neutral converging

POC $29.33 · VWAP $28.89 · -2.8% vs 12m avg buyer

pullback vol: normalgaps: overnight-shiftchurn: quiet as of Oct 16, 2026

Insiders quiet 0 buy / 0 sell · Form 4, 90d

Cluster CFO, COO + 2 others sold $2M, Sep 17–23

Coverage

9 related campaigns

Watchlists @consumer @cultural-thesis @insider-universe @peptide-economy

HIMS Price Structure

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Peers

Every watchlist HIMS belongs to, members best 30-day change first — HIMS highlighted in place. Each pill: 30d change, 1d/7d, and a close spark over the last 30 calendar days (~21 sessions); hover for price, RSI, and the full chart.

@cultural-thesis

View watchlist →

CROX+6.7% -1.3%1d +7.1%7d

NKE+3.8% 0.0%1d +7.0%7d

BRBR+3.7% +4.9%1d +10.3%7d

DPZ+2.4% +1.8%1d -0.2%7d

LULU+1.2% -2.0%1d +2.8%7d

HIMS+0.3% -4.5%1d -9.2%7d

SBUX+0.2% +0.7%1d +7.5%7d

TSLA-0.9% -2.1%1d -7.3%7d

@peptide-economy

View watchlist →

AMGN+14.9% -0.3%1d +4.3%7d

LLY+10.5% +0.4%1d +6.6%7d

HRTS+2.1% -0.9%1d +1.9%7d

HIMS+0.3% -4.5%1d -9.2%7d

NVO-6.9% -1.0%1d +0.5%7d

RYTM-12.1% -2.0%1d -5.1%7d

VKTX-14.7% -8.0%1d -11.7%7d

WW-15.5% -10.9%1d -12.3%7d

LFMD-27.1% -4.9%1d -11.0%7d

ALT-32.1% -6.8%1d -15.7%7d

@consumer

View watchlist →

AS+10.7% +0.3%1d +6.7%7d

DECK+9.9% -1.0%1d +3.4%7d

PYPL+7.6% -0.8%1d +2.1%7d

CROX+6.7% -1.3%1d +7.1%7d

NKE+3.8% 0.0%1d +7.0%7d

MNST+2.6% +0.9%1d +4.8%7d

DPZ+2.4% +1.8%1d -0.2%7d

XLY+2.1% -0.8%1d -0.3%7d

XYZ+1.6% -2.4%1d +0.8%7d

TOST+1.6% -1.9%1d +1.0%7d

LULU+1.2% -2.0%1d +2.8%7d

HIMS+0.3% -4.5%1d -9.2%7d

SBUX+0.2% +0.7%1d +7.5%7d

CRSR-2.8% -3.4%1d -6.2%7d

LION-5.4% -2.9%1d -3.9%7d

CMG-11.3% -2.3%1d -5.4%7d

@insider-universe

View watchlist →

MRNA+49.7% -7.8%1d -3.1%7d

SHOP+30.4% -4.8%1d -0.8%7d

PINS+17.5% -3.5%1d +2.4%7d

ISRGE+11.6% -0.3%1d +0.7%7d

LLY+10.5% +0.4%1d +6.6%7d

ZS+8.3% -5.9%1d -11.3%7d

MSFT+7.9% -1.9%1d -1.1%7d

ESTC+7.9% -5.7%1d -6.6%7d

DDOG+7.1% -7.2%1d -15.7%7d

PLTR+6.7% -7.2%1d -11.0%7d

TMO+6.4% -0.9%1d +4.9%7d

META+5.3% -3.7%1d -1.3%7d

UI+5.3% -2.8%1d -8.6%7d

COIN+5.3% -5.8%1d -3.5%7d

CEG+4.6% -1.3%1d -9.0%7d

RBLX+4.5% -3.1%1d +3.0%7d

ABNB+3.7% -0.3%1d +4.7%7d

AFRM+3.4% -2.5%1d -8.3%7d

AAPL+3.3% +0.4%1d +2.0%7d

AMD+3.2% -6.0%1d -13.1%7d

ASML+2.5% -1.0%1d -7.8%7d

ZM+2.5% -4.4%1d -3.6%7d

TWLO+2.3% -10.6%1d -15.6%7d

ASAN+2.2% -5.4%1d -2.1%7d

AMZN+1.6% -1.9%1d -4.7%7d

NOW+1.5% -4.4%1d +0.8%7d

HIMS+0.3% -4.5%1d -9.2%7d

NVDA+0.1% -1.4%1d -6.6%7d

NTLA-0.6% +0.7%1d -12.6%7d

GOOGL-0.7% -2.5%1d -3.1%7d

MRVL-0.8% -5.6%1d -17.2%7d

UBER-0.9% -1.3%1d -1.6%7d

TSLA-0.9% -2.1%1d -7.3%7d

TSM-1.2% -2.3%1d -9.0%7d

FTNT-1.5% -7.0%1d -13.2%7d

VRTX-2.6% -1.8%1d -2.0%7d

AVGO-3.2% -4.5%1d -9.1%7d

CRM-3.9% -2.5%1d +5.0%7d

U-4.1% -6.8%1d -13.8%7d

FSLY-4.5% -10.4%1d -23.3%7d

IBKR-4.7% -3.9%1d -5.9%7d

CRSP-5.7% -4.4%1d -7.8%7d

CRWD-5.8% -7.0%1d -17.3%7d

ARM-6.6% -6.9%1d -14.4%7d

QCOM-6.9% -3.5%1d -1.9%7d

SNOW-7.3% -8.4%1d -16.8%7d

NFLXE-7.7% -2.9%1d +0.3%7d

BNTX-8.5% -2.8%1d -9.5%7d

NET-8.7% -6.3%1d -17.9%7d

PANW-9.0% -7.6%1d -18.3%7d

FSLR-9.7% -3.5%1d -2.9%7d

MDB-10.3% -7.9%1d -12.5%7d

INTC-11.1% -5.8%1d -14.2%7d

SOFI-13.6% -3.6%1d -7.9%7d

ENPH-13.9% -0.7%1d -6.7%7d

AKAM-16.0% -4.9%1d -17.9%7d

BE-18.0% -6.3%1d -21.1%7d

DOCN-20.3% -9.8%1d -26.8%7d

EOSE-53.8% -15.7%1d -27.8%7d

Decision history

1 scored call · newest first · projection Oct 9, 2026

How to read this: Positive 30-day excess supports an enter call. For pass, avoid, sell, or exit calls, a positive number means the name kept rising after the call.

Jul 2 pass n/a Watched, not owned -18.0% complete

Desk commentary

Authored analysis and challenge notes tied to HIMS.

ReactDesk Jun 30, 2026

Obesity/GLP-1 vertical: the next-gen trade is an AI-discovery + tools barbell, not a pure drug-developer bet

Next earnings HIMS reports in 23 days Nov 9

Last report Aug 10

Hims & Hers reported Q2 after Monday's close (Aug 10): a loss of $0.40 per share — wider than consensus — against revenue up 3.8% year over year, with revenue and guidance described as stronger than expected. Coverage also flags renewed legal scrutiny from an FTC lawsuit over data sharing and billing practices.

full note →

Against street estimates

How HIMS's reported EPS compared with analyst consensus. Street estimates are single-source vendor consensus (yfinance). Actuals are vendor consensus-basis EPS (often non-GAAP); edgarEps is GAAP diluted from filings — disputed flags large disagreement only. EPS only.

8 most recent of 10 quarters · newest report Aug 10 · projection Oct 16

Result

Aug 10 -0.05-0.37-640.0%Miss

May 11 0.03-0.40-1664.3%Miss

Feb 23 0.040.08+92.5%Beat

Nov 3 '25 0.100.06-41.0%Miss

Aug 4 '25 0.230.29 GAAP ≠ +26.3%Beat

May 5 '25 0.120.20+65.0%Beat

Feb 24 '25 0.110.11+0.7%In line

Nov 4 '24 0.050.32+533.5%Beat

HIMS research tape

229 dated scans, research, and events, newest first — the full record. Desk commentary and scheduled prints sit in their own panes.

Oct 16, 2026 scan Insider Activity Scan — 2026-10-16 Oct 16, 2026 scan Cultural Thesis Scan — October 16, 2026 Oct 16, 2026 scan Consumer Scan — October 16, 2026 Close Oct 16, 2026 scan Monster Scan — 2026-10-16 Oct 16, 2026 candidate HIMS — candidate.roundup

Oct 16 Scan Insider Activity Scan

AAPL MSFT GOOGL AMZN NVDA META TSLA PLTR +4 more

Oct 16 Scan Cultural Thesis Scan

BRBR HIMS NKE LULU SBUX CROX DPZ TSLA

Oct 16 Scan Consumer Scan — October 16, 2026 Close

AS LULU NKE SBUX CMG DPZ HIMS DECK +4 more

Oct 16 Scan Monster Scan

005930.KS 009150.KS 1888.HK 2308.TW 2383.TW 2449.TW 2802.T 3037.TW +4 more

Oct 16 Update HIMS — candidate.roundup

HIMS NKE CROX SBUX

Oct 15 Scan Monster Scan

005930.KS 009150.KS 1888.HK 2308.TW 2383.TW 2449.TW 2802.T 3037.TW +4 more

Oct 14 Scan Monster Scan

005930.KS 009150.KS 1888.HK 2308.TW 2383.TW 2449.TW 2802.T 3037.TW +4 more

Oct 13 Scan Monster Scan

005930.KS 009150.KS 1888.HK 2802.T 4186.T 5803.T 6103.T 6146.T +4 more

Oct 12 Scan Monster Scan

005930.KS 006260.KS 009150.KS 1888.HK 2308.TW 2383.TW 2449.TW 2802.T +4 more

Oct 9 Scan Insider Activity Scan

AAPL MSFT GOOGL AMZN NVDA META TSLA PLTR +4 more

Oct 9 Scan Cultural Thesis Scan

BRBR HIMS NKE LULU SBUX CROX DPZ TSLA

Oct 9 Scan Consumer Scan — October 9, 2026 Close

AS LULU NKE SBUX CMG DPZ HIMS DECK +4 more

Oct 9 Scan Monster Scan

005930.KS 006260.KS 009150.KS 1888.HK 2308.TW 2383.TW 2449.TW 2802.T +4 more

Oct 9 Update HIMS — candidate.roundup

HIMS NKE CROX SBUX

Oct 8 Scan Monster Scan

005930.KS 006260.KS 009150.KS 1888.HK 2308.TW 2383.TW 2449.TW 2802.T +4 more

Oct 7 Scan Monster Scan

005930.KS 006260.KS 009150.KS 1888.HK 2049.TW 2308.TW 2383.TW 2449.TW +4 more

Oct 6 Scan Monster Scan

005930.KS 006260.KS 009150.KS 1888.HK 2049.TW 2308.TW 2383.TW 2449.TW +4 more

Oct 5 Scan Monster Scan

005930.KS 006260.KS 009150.KS 1888.HK 2049.TW 2308.TW 2383.TW 2449.TW +4 more

Oct 2 Scan Consumer Scan — October 2, 2026 Close

AS LULU NKE SBUX CMG DPZ HIMS DECK +4 more

Oct 2 Scan Cultural Thesis Scan

BRBR HIMS NKE LULU SBUX CROX DPZ TSLA

Oct 2 Scan Insider Activity Scan

AAPL MSFT GOOGL AMZN NVDA META TSLA PLTR +4 more

Oct 2 Scan Monster Scan

005930.KS 006260.KS 009150.KS 1888.HK 2308.TW 2383.TW 2449.TW 2802.T +4 more

Oct 2 Update HIMS — candidate.roundup

HIMS NKE CROX SBUX

Oct 1 Scan Monster Scan

005930.KS 006260.KS 009150.KS 1888.HK 2308.TW 2383.TW 2449.TW 2802.T +4 more

Sep 30 Scan Monster Scan

A AAMI AAOI AAPL ABCL ABNB ABSI ACMR +4 more

Sep 29 Scan Monster Scan

A AAMI AAOI ABCL ABSI ACMR ADI ADM +4 more

Sep 28 Scan Monster Scan

A AAMI AAOI AAPL ABCL ABSI ACMR ADI +4 more

Sep 25 Scan Cultural Thesis Scan

BRBR HIMS NKE LULU SBUX CROX DPZ TSLA

Sep 25 Scan Insider Activity Scan

AAPL MSFT GOOGL AMZN NVDA META TSLA PLTR +4 more

Sep 25 Scan Consumer Scan — September 25, 2026 Close

AS LULU NKE SBUX CMG DPZ HIMS DECK +4 more

Sep 25 Scan Monster Scan

A AAMI AAOI AAPL ABCL ABSI ACMR ADI +4 more

Sep 25 Update CROX — candidate.roundup

HIMS NKE CROX SBUX

Sep 24 Scan Monster Scan

A AAMI AAOI AAPL ABCL ABSI ACMR ADI +4 more

Sep 23 Scan Cultural Thesis Scan

BRBR HIMS NKE LULU SBUX CROX DPZ TSLA

Sep 23 Scan Consumer Scan — September 23, 2026 Close

AS LULU NKE SBUX CMG DPZ HIMS DECK +4 more

Sep 23 Scan Monster Scan

A AAMI AAOI AAPL ABCL ABSI ACMR ADI +4 more

Sep 23 Scan Insider Activity Scan

AAPL MSFT GOOGL AMZN NVDA META TSLA PLTR +4 more

Sep 23 Update CROX — candidate.roundup

HIMS NKE CROX SBUX

Sep 22 Scan Monster Scan

A AAMI AAOI AAPL ABCL ABSI ACMR ADI +4 more

Sep 21 Scan Monster Scan

AAMI AAOI AAPL ABCL ABNB ABSI ACMR ADI +4 more

Sep 18 Scan Cultural Thesis Scan

BRBR HIMS NKE LULU SBUX CROX DPZ TSLA

Sep 18 Scan Consumer Scan — September 18, 2026 Close

AS LULU NKE SBUX CMG DPZ HIMS DECK +4 more

Sep 18 Scan Monster Scan

AAMI AAOI AAPL ABCL ABNB ABSI ACMR ADI +4 more

Sep 18 Scan Insider Activity Scan

AAPL MSFT GOOGL AMZN NVDA META TSLA PLTR +4 more

Sep 18 Update CROX — candidate.roundup

HIMS NKE CROX SBUX

Sep 17 Scan Monster Scan

AAMI AAOI AAPL ABCL ABNB ABSI ACHC ACMR +4 more

Sep 16 Scan Monster Scan

AAMI AAOI AAPL ABCL ABNB ABSI ACMR ADI +4 more

Sep 15 Scan Monster Scan

AAOI AAPL ABCL ABNB ABSI ACMR ADI ADM +4 more

Sep 14 Scan Monster Scan

AAMI AAOI AAPL ABCL ABNB ABSI ACMR ADI +4 more

Sep 11 Scan Consumer Scan — September 11, 2026 Close

AS LULU NKE SBUX CMG DPZ HIMS DECK +4 more

Sep 11 Scan Cultural Thesis Scan

BRBR HIMS NKE LULU SBUX CROX DPZ TSLA

Sep 11 Scan Monster Scan

AAMI AAOI AAPL ABCL ABNB ABSI ACMR ADI +4 more

Sep 11 Update HIMS — candidate.roundup

HIMS NKE CROX SBUX

Sep 10 Scan Monster Scan

005930.KS 298040.KS 5991.T 6779.T AAMI AAOI AAPL ABBNY +4 more

Sep 8 Scan Monster Scan

005930.KS 298040.KS 5991.T 6779.T AAMI AAOI ABBNY ABCL +4 more

Sep 4 Scan Consumer Scan — September 4, 2026 Close

AS LULU NKE SBUX CMG DPZ HIMS DECK +4 more

Sep 4 Scan Cultural Thesis Scan

BRBR HIMS NKE LULU SBUX CROX DPZ TSLA

Sep 4 Scan Monster Scan

005930.KS 298040.KS 5991.T 6779.T AAMI AAOI ABBNY ABCL +4 more

Sep 4 Scan Insider Activity Scan — Buying Table Frozen For A Fourth Straight Cycle Except A Small TSM Uptick, Zero Golden Signals For A Fifth Cycle, ASAN's Frozen Buying Sits Behind A Same Day Earnings Reaction Drop, BE's Reversal Extends Into A Massive Run, MRNA Keeps Climbing On A Partial But Incomplete Sourced Driver

AAPL MSFT GOOGL AMZN NVDA META TSLA PLTR +4 more

Sep 4 Update HIMS — candidate.roundup

HIMS NKE CROX SBUX

Sep 3 Scan Monster Scan

005930.KS 298040.KS 5991.T 6779.T AAMI AAOI AAPL ABBNY +4 more

Sep 2 Scan Monster Scan

005930.KS 298040.KS 5991.T 6779.T AAMI AAOI AAPL ABBNY +4 more

Sep 1 Scan Monster Scan

005930.KS 298040.KS 5991.T 6779.T AAMI AAOI AAPL ABBNY +4 more

Aug 31 Scan Monster Scan

005930.KS 298040.KS 5991.T 6779.T AAMI AAOI AAPL ABBNY +4 more

Aug 28 Scan Consumer Scan — August 28, 2026 Close

AS LULU NKE SBUX CMG DPZ HIMS DECK +4 more

Aug 28 Scan Cultural Thesis Scan

BRBR HIMS NKE LULU SBUX CROX DPZ TSLA

Aug 28 Scan Monster Scan

005930.KS 298040.KS 5991.T 6779.T AAMI AAOI AAPL ABBNY +4 more

Aug 28 Scan Insider Scan

AAPL MSFT GOOGL AMZN NVDA META TSLA PLTR +4 more

Aug 28 Update SBUX — candidate.roundup

SBUX CROX HIMS NKE

Aug 27 Scan Monster Scan

005930.KS 298040.KS 5991.T 6779.T AAMI AAOI AAPL ABBNY +4 more

Aug 26 Scan Monster Scan

005930.KS 298040.KS 5991.T 6779.T AAMI AAOI AAPL ABBNY +4 more

Aug 25 Scan Monster Scan

005930.KS 298040.KS 5991.T 6779.T AAMI AAOI AAPL ABBNY +4 more

Aug 24 Scan Monster Scan

005930.KS 298040.KS 5991.T 6779.T AAMI AAOI AAPL ABBNY +4 more

Aug 23 Scan Monster Scan

005930.KS 298040.KS 5991.T 6779.T AAMI AAOI AAPL ABBNY +4 more

Aug 22 Scan Consumer Scan — August 22, 2026 Close

AS LULU NKE SBUX CMG DPZ HIMS DECK +4 more

Aug 22 Scan Cultural Thesis Scan

BRBR HIMS NKE LULU SBUX CROX DPZ TSLA

Aug 22 Scan Monster Scan

005930.KS 298040.KS 5991.T 6779.T AAMI AAOI AAPL ABBNY +4 more

Aug 22 Scan Insider Scan

AAPL MSFT GOOGL AMZN NVDA META TSLA PLTR +4 more

Aug 22 Update SBUX — candidate.roundup

SBUX CROX HIMS NKE

Aug 21 Scan Monster Scan

005930.KS 298040.KS 5991.T 6779.T AAMI AAOI AAPL ABBNY +4 more

Aug 20 Scan Monster Scan

005930.KS 298040.KS 5991.T 6779.T AAMI AAOI AAPL ABBNY +4 more

Aug 18 Scan Monster Scan

005930.KS 298040.KS 5991.T 6779.T AAMI AAOI ABBNY ABCL +4 more

Aug 14 Scan Consumer Scan — August 14, 2026 Close

AS LULU NKE SBUX CMG DPZ HIMS DECK +4 more

Aug 14 Scan Cultural Thesis Scan

BRBR HIMS NKE LULU SBUX CROX DPZ TSLA

Aug 14 Scan Monster Scan

005930.KS 298040.KS 5991.T 6779.T AAMI AAOI ABBNY ABCL +4 more

Aug 14 Scan Insider Scan

AAPL MSFT GOOGL AMZN NVDA META TSLA PLTR +4 more

Aug 14 Update SBUX — candidate.roundup

SBUX CROX HIMS NKE

Aug 13 Scan Monster Scan

005930.KS 298040.KS 5991.T 6779.T AAMI AAOI ABBNY ABCL +4 more

Aug 12 Market Brief The Compute Bill Gets Paid: Nebius +34%, Optical Runs, Memory Goes Ten-for-Ten

ABBNY ABCL ADM AEHR AEM APA HAE LITE +4 more

Aug 12 Scan Monster Scan

005930.KS 298040.KS 5991.T 6779.T AAMI AAOI ABBNY ABCL +4 more

Aug 11 Market Brief The Market Holds Its Breath for CPI. CoreWeave Doesn't.

ACIW AIQ ARIS ARKX ASAN BST KN CRWV +4 more

Aug 11 The Prints The Prints

CRWV RKLB SMCI RIOT ASTS HIMS ACHR VST

Aug 10 Market Brief Oil Snaps Back, and the Bid Moves Into the Wreckage

ABT ALMS ARQQ BAM BKSY BLK JHX BRK-B +4 more

Aug 10 The Prints The Prints

RKLB ASTS ACHR VST HIMS RIOT USAR NESR

Aug 10 Catalyst HIMS earnings

HIMS

Aug 8 Market Brief One Jobs Print, and Everything Repriced

A ADM ALSN AMVMF AU DXPE FTDR GHRS +4 more

Aug 8 Scan Consumer Scan — August 7, 2026 Close

AS LULU NKE SBUX CMG DPZ HIMS DECK +4 more

Aug 8 Scan Cultural Thesis Scan

BRBR HIMS NKE LULU SBUX CROX DPZ TSLA

Aug 8 Scan Monster Scan

005930.KS 298040.KS 5991.T 6779.T AAL AAMI AAOI ABBNY +4 more

Aug 8 Scan Insider Scan

AAPL MSFT GOOGL AMZN NVDA META TSLA PLTR +4 more

Aug 8 Update CROX — candidate.roundup

SBUX CROX HIMS NKE

Jul 31 Scan Consumer Scan — July 31, 2026 Close

AS LULU NKE SBUX CMG DPZ HIMS DECK +4 more

Jul 31 Scan Cultural Thesis Scan

BRBR HIMS NKE LULU SBUX CROX DPZ TSLA

Jul 31 Scan Monster Scan

005930.KS 298040.KS 5991.T 6779.T AAMI AAOI ABBNY ABSI +4 more

Jul 31 Scan Insider Scan

AAPL MSFT GOOGL AMZN NVDA META TSLA PLTR +4 more

Jul 31 Update CROX — candidate.roundup

SBUX CROX HIMS NKE

Jul 28 Scan Consumer Scan — July 28, 2026 Close

AS LULU NKE SBUX CMG DPZ HIMS DECK +4 more

Jul 28 Scan Cultural Thesis Scan

BRBR HIMS NKE LULU SBUX CROX DPZ TSLA

Jul 28 Scan Monster Scan

005930.KS 298040.KS 5991.T 6779.T AAMI AAOI ABBNY ABSI +4 more

Jul 28 Scan Insider Scan

AAPL MSFT GOOGL AMZN NVDA META TSLA PLTR +4 more

Jul 28 Update HIMS — candidate.roundup

SBUX CROX HIMS NKE

Jul 25 Scan Consumer Scan — July 24, 2026 Close

AS LULU NKE SBUX CMG DPZ HIMS DECK +4 more

Jul 25 Scan Cultural Thesis Scan

BRBR HIMS NKE LULU SBUX CROX DPZ TSLA

Jul 25 Scan Monster Scan

005930.KS 298040.KS 5991.T 6779.T AAMI AAOI ABBNY ABSI +4 more

Jul 25 Scan Insider Scan

AAPL MSFT GOOGL AMZN NVDA META TSLA PLTR +4 more

Jul 25 Update HIMS — candidate.roundup

SBUX CROX HIMS NKE

Jul 17 Scan Consumer Scan — July 17, 2026 Close

AS LULU NKE SBUX CMG DPZ HIMS DECK +4 more

Jul 17 Scan Cultural Thesis Scan

BRBR HIMS NKE LULU SBUX CROX DPZ TSLA

Jul 17 Scan Monster Scan

005930.KS 298040.KS 5991.T 6779.T AAMI AAOI ABBNY ABCL +4 more

Jul 17 Scan Monster Scan

005930.KS 298040.KS 5991.T 6779.T AAMI AAOI ABBNY ABCL +4 more

Jul 17 Scan Insider Scan

AAPL MSFT GOOGL AMZN NVDA META TSLA PLTR +4 more

Jul 17 Update HIMS — candidate.roundup

SBUX CROX HIMS NKE

Jul 11 Scan Consumer Scan — July 10, 2026 Close

AS LULU NKE SBUX CMG DPZ HIMS DECK +4 more

Jul 11 Scan Cultural Thesis Scan

BRBR HIMS NKE LULU SBUX CROX DPZ TSLA

Jul 11 Scan Monster Scan

005930.KS 298040.KS 5991.T 6324.T 6779.T AAMI AAOI ABCL +4 more

Jul 11 Scan Insider Scan

AAPL MSFT GOOGL AMZN NVDA META TSLA PLTR +4 more

Jul 11 Update CROX — candidate.roundup

SBUX CROX HIMS NKE

Jul 7 Scan Consumer Scan

AS LULU NKE SBUX CMG DPZ HIMS DECK +4 more

Jul 7 Scan Cultural Thesis Scan

BRBR HIMS NKE LULU SBUX CROX DPZ TSLA

Jul 7 Scan Insider Scan

AAPL MSFT GOOGL AMZN NVDA META TSLA PLTR +4 more

Jul 7 Update SBUX — candidate.roundup

SBUX CROX HIMS NKE

Jul 5 Article The Software Wipeout Is Mostly Fear — The Quality That's Actually on Sale

WDAY TEAM ZS TTD HUBS U PATH ORCL +2 more

Jul 2 tweet sector rotation: Tech red → Healthcare/Financials leading (+ 25 bio names)

UNH HIMS LLY JNJ VRTX OSCR #biotech-capital-cycle #ai-capex-digestion

Jun 26 Scan Cultural Thesis Scan

BRBR HIMS NKE LULU SBUX CROX DPZ TSLA

Jun 26 Scan Consumer Scan

AS LULU NKE SBUX CMG DPZ HIMS DECK +4 more

Jun 26 Update SBUX — candidate.roundup

SBUX CROX NKE LULU DPZ CMG BRBR HIMS

Jun 25 Update SBUX — candidate.roundup

SBUX CROX NKE LULU DPZ CMG BRBR HIMS

Jun 25 Scan Cultural Thesis Scan

BRBR HIMS NKE LULU SBUX CROX DPZ TSLA

Jun 25 Scan Consumer Scan

AS LULU NKE SBUX CMG DPZ HIMS DECK +4 more

Jun 22 Update HIMS — candidate.roundup

HIMS CROX LULU SBUX NKE CMG DPZ

Jun 20 Scan Cultural Thesis Scan

BRBR HIMS NKE LULU SBUX CROX DPZ TSLA

Jun 20 Scan Consumer Scan

AS CMG CROX CRSR DECK DPZ HIMS LULU +4 more

Jun 16 Update Consumer Candidates

CROX DECK NKE HIMS LULU CMG DPZ SBUX +4 more

Jun 16 Scan Cultural Thesis Scan

BRBR CROX DPZ HIMS LULU NKE SBUX TSLA

Jun 16 Scan Consumer Scan

AS CMG CROX CRSR DECK DPZ HIMS LULU +4 more

May 29 Scan Insider Scan

AAPL ABBV ABNB ADBE AFRM AKAM AMD AMZN +4 more

May 29 Scan Cultural Thesis Scan

BRBR CROX DPZ HIMS LULU NKE SBUX TSLA

May 29 Scan Consumer Scan

AS CMG CROX CRSR DECK DPZ HIMS LULU +4 more

May 29 Update Consumer Candidates

CROX DECK NKE HIMS LULU CMG DPZ SBUX

May 11 Catalyst HIMS earnings

HIMS

May 5 Article RFK Jr peptide-policy news: FDA July 2026 review of peptides for 503A bulk list — HIMS uniquely positioned via Feb 2025 CA peptide-facility acquisition — article

HIMS LFMD WW

May 1 Article Channel Beats SKU — Does the GLP-1 Distribution Thesis Generalize?

BIIB BRBR CVS DPZ GDRX HIMS LLY LULU #protein-economy +4 more

Apr 28 Scan Monster Scan

AAOI ADEA AEHR AEIS AFRM AGX ALM AMD +4 more

Apr 28 Scan Cultural Thesis Scan

BRBR CROX DPZ HIMS LULU NKE SBUX

Apr 28 Scan Consumer Scan

AS CMG CROX CRSR DECK DPZ HIMS LULU +4 more

Apr 27 Reference YOLO Playbook

ABBV AMD ARKK ARM AS ASAN AVGO BE +4 more

Apr 27 Reference Claude-Trader Playbook

ABBV ABT ADBE ASAN AVGO CEG CLX COP +4 more

Apr 27 Reference Claude-Momentum Playbook

ABBV AMZN ARM ASAN AVGO CRM CRSP CRWD +4 more

Apr 26 Discord Dumb Money is doing a peptides podcast. Let's front run them

HIMS WST

Apr 26 Scan Cultural Thesis Scan

BRBR CROX DPZ HIMS LULU NKE SBUX

Apr 26 Scan Consumer Scan

AS BRBR CMG CROX CRSR DECK DPZ HIMS +4 more

Apr 26 Update Consumer Candidates

CMG CROX DECK DPZ HIMS LULU NKE SBUX

Apr 26 Article Daily Actions

ABBV ABT ALAB ALERT AMD AMZN ARM AS +4 more

Apr 25 Discord Dumb Money is doing a peptides podcast. Let's front run them

HIMS WST

Apr 13 Scan Cultural Thesis

BRBR CROX DPZ HIMS LULU NKE SBUX

Apr 13 Scan Consumer Scan

AS CMG CROX CRSR DECK DPZ HIMS LULU +4 more

Apr 12 Source GLP-1 Protein Cultural Signals

BRBR LLY NVO HIMS #protein-economy

Apr 10 Scan Consumer Scan

AS CMG CROX CRSR DECK DPZ HIMS LULU +4 more

Apr 10 Update Consumer Candidates

CMG CROX DECK DPZ HIMS LULU NKE SBUX

Apr 9 Source @aleabitoreddit — 30 random US stocks I like today and why

INTC MRVL TSM COHR RKLB DRAM AVGO AMZN #optical-supercycle #ai-power-bottleneck #gulf-infrastructure-strike #war-ends-playbook #protein-economy +5 more

Apr 3 Scan Consumer Scan

AS CMG CROX CRSR DECK DPZ HIMS LULU +4 more

Apr 3 Update Consumer Candidates

CMG CROX DECK DPZ HIMS LULU NKE SBUX

Mar 31 Scan Insider Universe

AAPL AKAM AMD AMZN ARM ASAN ASML AVGO +4 more

Mar 31 Scan Consumer Scan

AS CMG CROX CRSR DECK DPZ HIMS LULU +4 more

Mar 31 Update Consumer Candidates

CMG DECK DPZ HIMS LULU NKE SBUX

Mar 26 Scan Consumer Scan

AS CMG CROX CRSR DECK DPZ HIMS LULU +4 more

Mar 26 Update Consumer Candidates

CMG DECK DPZ HIMS LULU NKE SBUX

Mar 24 Podcast Dumb Money Live — End of War Trades

COPX JETS UAE AMZN HOOD SKM BE NVDA #war-ends-playbook +4 more

Mar 24 Scan Consumer Scan

AS CMG CROX CRSR DECK DPZ HIMS LULU +4 more

Mar 24 Update Consumer Candidates

AS CMG DPZ HIMS LULU NKE SBUX

Mar 20 Scan Consumer Scan

AS CMG CROX DECK DPZ HIMS LULU NKE +3 more

Mar 20 Update Consumer

AS CMG CROX DECK DPZ HIMS LULU NKE +1 more

Mar 13 Scan Consumer Scan

AS CMG CROX DECK DPZ HIMS LULU NKE +3 more

Mar 13 Update Consumer

AS CMG CROX DECK DPZ HIMS LULU NKE +1 more

Mar 12 Scan Tech Insider Buys Scan

AAPL AKAM AMD AMZN ANET ARM ASML AVGO +4 more

Mar 12 Scan Consumer Scan

AS CMG CROX DECK DPZ HIMS LULU NKE +3 more

Mar 12 Update Consumer

CMG CROX DECK DPZ HD HIMS LOW LULU +2 more

Mar 11 Scan Insider Activity Scan

AAPL ABBV ABNB ADBE AFRM AKAM AMD AMZN +4 more

Mar 11 Scan Consumer Scan

AS CMG CROX DECK DPZ HIMS LULU NKE +4 more

Mar 11 Update Consumer

CMG CROX DECK DPZ HD HIMS LOW LULU +2 more

Mar 10 Article Market Status Report (UPDATED w/ Fresh Close Prices)

ADBE AMD AMZN ARKK AS ASAN AVGO CEG +4 more

Mar 10 Scan Insider Activity Scan

AAPL ABNB AFRM AMD AMZN ASAN AVGO BE +4 more

Mar 10 Scan Insider Activity Scan

AAPL ABNB AFRM AMD AMZN ASAN AVGO BE +4 more

Mar 10 Scan Consumer Scan

AS CMG CROX DECK DPZ HIMS LULU NKE +4 more

Mar 10 Update Consumer

CMG CROX DECK DPZ HD HIMS LOW LULU +1 more

Mar 3 Article Market Status Report

ADBE AMD AMZN ARKK AS ASAN ASML AVGO +4 more

Mar 3 Scan Insider Activity Scan

AAPL ABNB ADBE AFRM AMD AMZN ASAN AVGO +4 more

Mar 3 Scan Insider Activity Scan

AAPL ABNB AFRM AMD AMZN ASAN AVGO BE +4 more

Mar 3 Scan Consumer Scan

CMG CROX DECK DPZ HIMS LULU NKE SHOP

Mar 3 Update Consumer

CMG CROX DECK DPZ HD HIMS LOW LULU +1 more

Mar 3 Article Daily Actions

ADBE AMD AMZN ARKK ARM AS ASAN ASML +4 more

Feb 26 Article Market Status Report

ADBE AFRM AMD AMZN ARKK AS ASAN BE +4 more

Feb 26 Update Portfolio - Main Snapshot

AAPL ADBE ALNY AMZN ASML AVGO BE CEG +4 more

Feb 26 Scan Insider Scan

AAPL ABNB AFRM AMZN ASAN AVGO CRSP CRWD +4 more

Feb 26 Scan Consumer Scan

CMG CROX DECK DPZ HIMS LULU NKE

Feb 26 Update Consumer

CMG CROX DECK DPZ HD HIMS LOW LULU +1 more

Feb 26 Article Daily Actions

ADBE AFRM AMD AMZN ARKX ARM ASAN AVGO +4 more

Feb 23 Scan Insider Activity Scan

ASAN TSLA CRSP CRM PINS ZS HIMS U +4 more

Feb 22 Article Market Status Report

ADBE AMD AMZN ARKK AS ASAN AVGO BE +4 more

Feb 22 Scan Insider Scan

ABNB AFRM AMD AMZN ASAN AVGO CRM CRSP +4 more

Feb 22 Scan Consumer Scan

CMG CROX DECK DPZ HD HIMS LOW LULU +1 more

Feb 22 Update Consumer

CMG CROX DECK DPZ HD HIMS LOW LULU +1 more

Feb 22 Article Daily Actions

ADBE AMD AMZN ARKK ARM ASAN BE CRM +4 more

Feb 16 Article Market Status Report

ADBE AMZN ARKK AS ASAN BE CEG CL +4 more

Feb 16 Scan Insider Scan

ABNB AFRM AMZN ASAN AVGO CRM CRSP HIMS +4 more

Feb 16 Scan Consumer Scan

CMG CROX DECK DPZ HD HIMS LOW LULU +1 more

Feb 16 Update Consumer

CMG CROX DECK DPZ HD HIMS LOW LULU +1 more

Feb 11 Article Market Status Report

AAPL ADBE AMZN ARKK AS AVGO BE CRM +4 more

Feb 11 Scan Insider Scan

CRM CSCO GILD HIMS INTU ISRGE JNJ LEGN +4 more

Feb 11 Scan Consumer Scan

CMG CROX DECK DPZ HD HIMS LOW LULU +1 more

Feb 11 Update Consumer

CMG CROX DECK HIMS LULU NKE

Feb 11 Article Daily Actions

AAPL ADBE AMD AMZN BE BIIB CEG CL +4 more

Feb 9 Article Market Status Report

AAPL ADBE AMD AMZN AS AVGO BE CEG +4 more

Feb 9 Scan Retail Scan

AMZN ANF CMG COST CROX DECK DPZ HD +4 more

Feb 9 Scan Insider Scan

AMZN HIMS INTU LEGN PANW SHOP SNOW WDAY

Feb 9 Scan Consumer Scan

CL COST CROX DECK HD HIMS KO LOW +4 more

Feb 9 Article Daily Actions

AAPL AMD AMZN BE BIIB CEG CL CLX +4 more

Feb 5 Scan Insider Activity Scan

AAPL ABNB AFRM AMD AMZN ASAN AVGO BE +4 more

Feb 5 Scan Consumer Sector Scan

ANF AS BIIB CL CLX CMG COST CROX +4 more

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Obesity/GLP-1 vertical: the next-gen trade is an AI-discovery + tools barbell, not a pure drug-developer bet

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HIMS research tape