Date: May 14, 2026 | Trigger: Q1 2026 earnings miss, GLP-1 transition margin compression 1. What Happened Hims & Hers (HIMS) reported Q1 2026 on May 11 with a significant miss on both lines: Metric Actual Estimate YoY Revenue $608.1M $616.9M (miss) +3.8% EPS (GAAP) -$0.40 +$0.04 (miss) vs +$0.20 Gross Margin 65% — vs […]