Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.
Chocolate sales are rising faster among U.S. users of GLP-1 weight-loss drugs than in the rest of the population, Swiss chocolatier Lindt & Spruengli said on Tuesday, citing data that went against expectations the drugs would reduce confectionery demand.
Hims & Hers shares surged over 40% after renewing its partnership with Novo Nordisk to sell GLP-1 weight-loss drugs. The new deal reverses last year's public fallout, restoring a key catalyst for Hims' average revenue per subscriber. While management emphasizes diversification beyond GLP-1, we think it's no secret that any comeback is still tied to the weight-loss drug.
Global Partners (GLP) could produce exceptional returns because of its solid growth attributes.
Global Partners (GLP) has been upgraded to a Zacks Rank #2 (Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.
Omada Health targets enterprise GLP-1 companion care, leveraging its platform to manage high employer demand for GLP-1 drugs. 2025 revenues grew 53% to $260M; 2026 guidance implies 22% topline growth and $7–15M adjusted EBITDA. OMDA now prescribes GLP-1s, aiming to differentiate via integrated clinical, behavioral, and benefit design solutions for employers.
In a dramatic reversal of fortune, Hims & Hers Health ( NYSE:HIMS ) has been rescued by the very company that nearly sank it.
Hims & Hers (HIMS) remains a 'Strong Buy' at $16, with fair value estimated at $22 despite recent headwinds. International expansion via the $1.15B Eucalyptus acquisition and product diversification are key drivers, though margins will remain pressured. GLP-1 regulatory risks have intensified, but HIMS is pivoting to diversified growth pillars beyond weight loss.
NVO shares plunge 21% after Lilly's Zepbound and oral orforglipron beat its key GLP-1 drugs in head-to-head obesity and diabetes studies, respectively.
Global Partners LP Common Units (GLP) Q4 2025 Earnings Call Transcript
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.
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.