异动解读 | Hims & Hers Health夜盘大跌7.08%，Q2财报由盈转亏引发市场担忧

异动解读08-11

Hims & Hers Health Inc.（HIMS）在夜盘交易时段股价大跌7.08%，引发市场广泛关注。

消息面上，公司发布了第二季度财报。尽管营收表现亮眼，达到7.53亿美元，超出市场预期的约7.00亿美元，并上调了全年营收指引，但盈利指标大幅不及预期。公司第二季度每股亏损0.37美元，远高于市场预期的每股亏损0.03美元，与去年同期每股盈利0.17美元相比，业绩由盈转亏，出现了显著恶化。

盈利下滑的背后，是公司向品牌GLP-1减肥药转型所带来的压力。公司毛利率从去年同期的76%大幅下降至64%，国际业务拓展及减肥产品销售也对整体利润率形成了拖累。此外，向品牌减肥药的转型产生了约3300万美元的重组成本。尽管管理层对未来增长抱有信心，但巨额亏损令投资者感到不安，导致夜盘股价承压。

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