Nate Poulin
@digitallynativ
Followers
18K
Following
11K
Media
1K
Statuses
11K
VP Category Management, $HIMS | Frmly @monicaandandy_🐘 @theblacktux 🕴 @outdoorvoices 🧢 @bonobos 👖 @michaelkors 👜 | Views Are Mine
Austin, TX
Joined July 2018
Q3 results are in and here are the highlights: - We’re growing fast and efficient. Revenue is up 49% year over year. Adjusted EBITDA is up 53%. Increasing confidence we can meet and surpass 2030 targets of $6.5B and $1.3B in Adj. EBITDA. - Growth is becoming more diversified.
59
164
1K
Thrilled to discuss the future of healthcare, especially combatting obesity with nominee @RobertKennedyJr earlier this week. It is clear we need a comprehensive approach that promotes weight loss, exercise, and healthy lifestyles (which I know from firsthand experience is
Thank you @hollandbaird for representing $HIMS in DC this week. Our shared commitment with @POTUS, @RobertKennedyJr, and other leaders to address the US obesity epidemic will help millions of Americans with the chronic conditions too many are struggling with. Let’s start
11
13
119
We're thrilled to share a couple of highlights from our Q3 2024 earnings call: ✔ Revenue of $401.6 million, up 77% YoY ✔ Subscribers grew to 2.0 million, up 44% YOY ✔ More than 1M of our subscribers are utilizing a personalized solution on the platform, up 175% YoY Tap to
30
35
219
Today, we kicked off our search for a CTO at $HIMS who is just as obsessed with the customer experience as the rest of the company and is excited about what AI and machine learning can do for the healthcare experience of everyone in this country. 🧵on what we’re looking for and
16
26
218
Big day at $HIMS - we announced our first quarter of net income profitability and we expect to pass $1B in revenue in 2024. We have 1.5M+ subscribers on the platform up 48% YoY. Revenue increased 65% YoY to $872M. But it’s really just the beginning for us.
70
78
680
Faherty continues to build stores that look like a place I’d want to buy my clothes from
3
1
27
Whoever posts the first Slack emoji, controls the narrative
3
1
24
Thrilled to share a couple of highlights from our Q3 2023 earnings call: ✔️ Revenue of $226.7 million, up 57% year-over-year in Q3 2023 ✔️ Subscribers grew to 1.4 million, up 56% year-over-year in Q3 2023 Check out the full release here: https://t.co/kLoH0NSNOR
8
5
47
I recognize this is going to upset a lot of eCom operators who like to pretend that notifying customers that the item is shipped when the label is created is good for both the Brand and the customer
3
0
9
Can we all hold hands across eCom and agree that shipping confirmation is not the same thing as label created? The order is shipped and the customer is notified when the carrier possesses the order
10
0
32
Btw I love Rowing Blazer and I’m not sure that either is a bad move for RB. Just an observation
2
0
7
The thing about a premium Brand, is that remaining “premium” is kind of important If you put price pressure on yourself through a mass partnership with Target AND you also ease on your own price command at the same time, you might as well declared Premium bankruptcy
4
0
14
The state of DTC: Rowing Blazers launches collab with Target and at the same time goes 40% Off Site Wide
7
0
39
95% of DTC Twitter is a first time marathon runner tweeting how good things feel at mile 6
18
7
196
I won’t pass judgement on your skills, ability, experience, character or worth ethic You will be judged on your excel formatting
3
2
30
Wild that Steve Jobs predicted what would happen to DTC
6
16
112
I’m not sure how RTR burrows their way out of this, but I hope they do Pioneers of the rental model and a $300M/yr business is not insignificant or easy to do.
0
0
3
This is why RTR’s P&L is “trapped” - Not growing fast enough to gain leverage on fulfillment or tech - Not enough Gross Margin structurally to flow over fixed and variable costs - Can’t gouge SG&A without risking Growth and stability - Depreciation eats cash over time
2
1
8