Global Partners L.P. (GLP)
NYSE NYSE Primary 
Global Partners LP Common Units (GLP) Q4 2025 Earnings Call Transcript
Global Partners LP Common Units (GLP) Q4 2025 Earnings Call Transcript
Hims & Hers Health: The GLP-1 Party Is Over
Hims & Hers Health, Inc. is facing existential risk as regulatory uncertainty and margin erosion undermine its growth narrative. HIMS' reliance on compounded GLP-1 drugs has faltered, with regulatory headwinds and an SEC investigation clouding visibility and investor trust. Despite solid subscriber and revenue growth, margin compression and weak guidance highlight unsustainable marketing intensity and operational risks.
Lilly's GLP-1 Blockbusters Drive 2025 Revenue Surge: What's Ahead?
LLY's Mounjaro and Zepbound drove 56% of revenues in 2025 as obesity demand surged, with new launches and Medicare access set to fuel growth.
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.
Hims & Hers Health: The GLP-1 Trade Just Got Real (Rating Downgrade)
Downgrading Hims & Hers Health, Inc. to Hold as the GLP-1 downside catalysts feel very real now. The FDA signaled new limits on non-approved compounded GLP-1 APIs being mass-marketed, and it explicitly called out Hims. Hims launched, then halted, an oral compounded semaglutide pill ($49) after two days; soon after, Novo sued for patent infringement, seeking an injunction and damages.
Novo Nordisk Stock Whipsawed by GLP-1 Pill Fears: Relief Ahead?
NVO shares swing sharply after fears over cheap compounded GLP-1 pills, before FDA action and a Hims retreat spark a sharp rebound.
The Commoditization Of GLP-1s: Why Viking's Maintenance Hedge Is Falling Short
Viking Therapeutics, Inc. faces significant challenges with VK2735, lacking differentiation from established obesity treatments like ZEPBOUND and WEGOVY. Phase 2 data highlight tolerability issues at higher VK2735 doses, suggesting real-world efficacy may be limited by discontinuation rates. Viking's induction-maintenance strategy appears reactive, with competitors like Amgen and Pfizer advancing superior, longer-acting regimens.
Eli Lilly Is Dominating the GLP-1 Wars as Novo Nordisk Sales Tank
The rivalry in the GLP-1 market between pharmaceutical leaders Eli Lilly ( NYSE:LLY ) and Novo Nordisk ( NYSE:NVO ) has intensified following their latest fourth-quarter earnings reports.
Eli Lilly Soars, Novo Nordisk Plummets On GLP/Obesity Updates - Here's What To Do
Eli Lilly and Company defies valuation skeptics, posting 45% revenue growth and 96% EPS growth in 2025, with 2026 guidance projecting $80–83 billion in revenue and $33.5–35 EPS. LLY's manufacturing investments and pipeline strength, especially tirzepatide and retatrutide, position it to outpace Novo Nordisk A/S in the GLP-1/obesity market. NVO faces 2026 revenue and profit declines due to U.S. pricing pressures, patent expiries, and manufacturing disadvantages despite a strong dividend yield.
Eli Lilly Proves Its GLP-1 Dominance Again, Raising My Price Target
Eli Lilly delivered robust Q4 results, with revenue up 43% YoY and EPS beating consensus by $0.61. LLY's 2026 guidance calls for $80–83B revenue and $33.50–35 non-GAAP EPS, outpacing consensus and supporting a reiterated buy rating. Mounjaro and Zepbound drove $6.3B in incremental quarterly sales, cementing LLY's GLP-1 market dominance.
