Global Partners L.P. (GLP)
NYSE NYSE Primary Summary
Hims & Hers Health After The GLP-1 Collapse
Hims & Hers Health's revenue grew 59% to $2.35B in 2025, while adjusted EBITDA surged nearly 80% to $318M. Operating cash flow reached $300M, with $929M in liquidity, reinforcing balance sheet strength. GLP-1 drove higher revenue per order, but most profitability remains in non-weight-loss categories.
Hims & Hers Q4 Earnings Show Growth Amid GLP-1 Scrutiny
Hims & Hers Health delivered strong FY25 results with 59% revenue growth to $2.35B and 13% subscriber growth, but faces near-term margin pressure. Management guided FY26 revenue of $2.7–$2.9B and Adjusted EBITDA of $300–$375M, signaling continued investment in international expansion and new specialties over margin optimization. The SEC is investigating HIMS regarding disclosures about compounded semaglutide, introducing regulatory uncertainty and contributing to a 9% post-earnings stock decline.
Flowers Foods: Dividend Cut Fears And GLP-1 Panic Are An Opportunity
Flowers Foods remains a Strong Buy, with deep value and recovery potential despite near-term consumer headwinds and soft 2026 guidance. FLO's robust free cash flow and solid balance sheet underpin intrinsic value, even as EBITDA and net sales guidance reflect ongoing category and inflationary pressures. Although sustainable, the dividend should be under review; a cut could unlock capital for debt repayment or buybacks, potentially enhancing long-term shareholder value despite near-term pressure.
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Global Partners L.P. Profile
| Oil, Gas & Consumable Fuels Industry | Energy Sector | Eric S. Slifka CEO | NYSE Exchange | 37946R109 CUSIP |
| US Country | 3,300 Employees | 9 Feb 2026 Last Dividend | - Last Split | 29 Sep 2005 IPO Date |
Overview
Global Partners LP is a diverse energy supply company established in 2005, headquartered in Waltham, Massachusetts. The company's core operations encompass the purchase, sale, aggregation, blending, storage, and logistics management of a wide range of petroleum products and renewable fuels. It operates through three primary segments: Wholesale, Gasoline Distribution and Station Operations, and Commercial. By leveraging a comprehensive network of railcars, barges, trucks, and pipelines, Global Partners LP ensures the efficient transportation and delivery of its products to a broad spectrum of wholesalers, retailers, and commercial customers across various sectors.
Products and Services
- Wholesale
In its Wholesale segment, the company focuses on the distribution of home heating oil, both branded and unbranded gasoline and gasoline blendstocks, diesel, kerosene, and residual oil. It targets home heating oil and propane retailers along with wholesale distributors. The transportation of these products is facilitated through an extensive network of railcars, barges, trucks, and pipelines, ensuring timely and safe delivery.
- Gasoline Distribution and Station Operations
Through the Gasoline Distribution and Station Operations segment, Global Partners LP engages in the sale of branded and unbranded gasoline to operators of gasoline stations and sub-jobbers. It also manages gasoline stations and convenience stores, offering a range of services including car wash, lottery, and ATM facilities. Additionally, the company’s operations include the leasing of gasoline stations to third parties.
- Commercial
The Commercial segment of the business caters to a diverse clientele including public sector entities, commercial industries, and industrial end-users. It supplies unbranded gasoline, home heating oil, diesel, kerosene, residual oil, and bunker fuel. Global Partners LP is also known for selling custom blended fuels tailored to specific customer requirements. This segment underscores the company’s ability to meet the specialized needs of its commercial and industrial customers.
- Transportation of Petroleum Products and Renewable Fuels
Besides its main trading activities, Global Partners LP is significantly involved in the transportation sector, specifically in the movement of petroleum products and renewable fuels. Leveraging rail transportation, the company facilitates the efficient movement of these products from the mid-continent region of the United States and Canada, highlighting its logistical capabilities and commitment to ensuring a steady supply of energy resources.
