$HIMS (+1.78%) is a pure US domestic market player
My thoughts on the potential impact of tariffs on Hims:
Direct factors:
they do not export
they produce in the USA
-> Not directly affected by tariffs
Indirect factors:
The greatest danger is that increased inflation will reduce the consumer mood/budget of customers.
It could also be that their supply chains are affected by tariffs.
I therefore see little danger from the tariffs for Hims. At least significantly less than for many other US companies.
Am I missing something? Does anyone suspect further dangers?
