It’s about to get a lot harder to get cheap GLP-1s: Rising costs may force consumers to cut back on discretionary spending, creating headwinds for retailers already fearing tariff-driven cost increases.
Hims to offer a generic GLP-1 in 2025: It’s preparing for headwinds if the FDA halts compounded versions of weight loss drugs. But we think its diverse D2C offerings and strong subscriber growth should help insulate it financially.
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