Founders Call: The HIMS (and HERS) Revolution is Here

How We Called HIMS at $37 — and What Could Happen Above $70

Author

Andy Swan
October 16, 2025

Back in March, LikeFolio MegaTrends added HIMS around $37.

Since then, the stock is up roughly 60%—and this week’s launch into menopause and perimenopause care is the catalyst we expected.

  • Our Entry & Discipline: Why we didn’t sell when price revisited highs—real disruptors like all-time highs.

  • The Demand Wave: Search interest for menopause/perimenopause steadily rising, and For Hers web visits near all-time highs.

  • Trust & Retention: Hims’ GLP-1 churn around 20–25% vs. 65–80% industry—this is a product-market-trust moat.

  • The Setup: A clean $70–$74 zone could trigger the next breakout into 2026 if execution continues.

This is the MegaTrends playbook:

  1. Find the massive cultural/consumer shift (telehealth, digital prescribing, privacy-first care).

  2. Identify the best-of-breed brand that consumers actually love.

  3. Enter before the crowd—then let the data guide conviction.

Watch the full breakdown and send me your next big trend ideas—reply to this email or hit me on X @andyswan.

Enjoy!

Andy

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