Hims & Hers Health Inc-A 2025年季度报告

SECURITIES AND EXCHANGE COMMISSIONWashington, D.C. 20549 FORM10-Q☒QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the Quarterly Period EndedSeptember30, 2025 OR ☐TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period fromto ____________ HIMS & HERS HEALTH, INC. (Exact name of registrant as specified in its charter) Delaware001-3898698-1482650(State or other jurisdiction of incorporation(I.R.S. Employer 2269 Chestnut Street, #523San FranciscoCalifornia(Address of principal executive offices) Securities registered pursuant to Section 12(b) of the Act: Indicate by check mark whether the registrant (1) has filed all reports required to be filed by Section 13 or 15(d) of the Securities Exchange Act of1934 during the preceding 12 months (or for such shorter period that the registrant was required to file such reports), and (2) has been subject to filingrequirements for the past 90 days.Yes☒No☐ Indicate by check mark whether the registrant has submitted electronically every Interactive Data File required to be submitted pursuant to Rule 405of Regulation S-T during the preceding 12 months (or for such shorter period that the registrant was required to submit such files).Yes☒No☐ Indicate by check mark whether the registrant is a large accelerated filer, an accelerated filer, a non-accelerated filer, a smaller reporting company, oran emerging growth company. See the definitions of “large accelerated filer,” “accelerated filer”, “smaller reporting company”, and “emerginggrowth company” in Rule 12b-2 of the Exchange Act. Large accelerated filer☒Non-accelerated filer☐Emerging growth company If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with anynew or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act.☐ Indicate by check mark whether the registrant is a shell company (as defined in Rule 12b-2 of the Exchange Act).☐No☒ Table of Contents Part I - Financial InformationItem 1. Financial StatementsCondensed Consolidated Balance SheetsCondensed Consolidated Statements of Operations and Comprehensive IncomeCondensed Consolidated Statements of Stockholders’ EquityCondensed Consolidated Statements of Cash FlowsNotes to Condensed Consolidated Financial StatementsItem 2. Management’s Discussion and Analysis of Financial Condition and Results of Operations (MD&A)Item 3. Quantitative and Qualitative Disclosures about Market RiskItem 4. Controls and Procedures Part II - Other InformationItem 1. Legal ProceedingsItem 1A. Risk FactorsItem 2. Unregistered Sales of Equity Securities and Use of ProceedsItem 5. Other InformationItem 6. ExhibitsSignatures This Quarterly Report on Form 10-Q, including, without limitation, statements under the heading “Management’s Discussion andAnalysis of Financial Condition and Results of Operations,” includes forward-looking statements within the meaning of Section 27Aof the Securities Act of 1933, as amended (the “Securities Act”), and Section 21E of the Securities Exchange Act of 1934, as amended(the “Exchange Act”). These forward-looking statements can be identified by the use of forward-looking terminology, including thewords “believe,” “estimate,” “anticipate,” “expect,” “assume,” “imply,” “intend,” “plan,” “may,” “will,” “potential,” “project,”“predict,” “continue,” “could,” “confident,” “confidence,” or “should,” or, in each case, their plural, their negative or other variationsor comparable terminology. There can be no assurance that actual results will not materially differ from expectations. Such statementsinclude, but are not limited to, any statements relating to our financial and business performance, including with respect to the Hims &Hers platform, our marketing campaigns, investments in innovation, the solutions accessible on our platform, and our infrastructure,and the underlying assumptions with respect to the foregoing; statements relating to events and trends relevant to us, including withrespect to our regulatory environment, financial condition, results of operations, short- and long-term business operations, objectives,and financial needs; expectations regarding our mobile applications, market acceptance, user experience, customer retention, branddevelopment, our ability to invest and generate a return on any such investment, customer acquisition costs, operating efficiencies andleverage (including our fulfillment capabilities), the effect of any pricing decisions, changes in our product and offering mix, thetiming and market acceptance of any new products or offerings, the timing and anticipated effect of any pending or recently completedacquisitions, the success of our business model, our market opportunity, our ability to scale our business and expand internationally,the growth of certain of our specialties, our ability to