Let's see what happens :)

next week both companies earnings so either 📉 or 📈. What do you think?

$HIMS (-5,41 %) is about to become Amazon's healthcare system.

The company now sells original medicines at lower prices by leveraging its distribution in partnerships and earns money through value-added services such as access to personal care.

Just as $AMZN (-2,97 %) has used its distribution to sell books cheaper than traditional sellers and make money through value-added services like Prime.

HIMS is a 100 billion dollar company soon...

Now comes the Ozempic deal from $HIMS (-5,41 %) and $NOVO B (+1,64 %)

Trump signs decree to mitigate tariffs for carmakers + DHL slightly increases operating profit + Mercedes-Benz posts another profit slump at the start of the year + Hims & Hers enters into partnership with Novo Nordisk + Spotify disappoints with outlook for the second quarter + PayPal disappoints with revenue

Trump signs decree to mitigate tariffs for carmakers

• US President Donald Trump has signed a decree to mitigate tariffs for car manufacturers.
• An order signed by Trump on Tuesday stipulates that car manufacturers will not be subject to multiple "overlapping" tariffs.
• Companies that pay tariffs of 25 percent on foreign-built cars should not also have to pay a 25 percent tariff on steel or aluminum, according to a representative of the Department of Commerce.

DHL $DHL (+1,51 %)increases operating profit slightly

• DHL performed surprisingly well in the first quarter with moderate revenue and profit growth.
• However, Group CEO Tobias Meyer referred on Wednesday to the economic environment, which was characterized by general restraint as well as US customs and trade policy.
• The management confirmed its forecast for the year, although possible effects from changes in US customs and trade policy are not included in the targets.
• Revenue rose by 2.8 percent to a good 20.8 billion euros in the first quarter, DHL announced in Bonn on Wednesday.
• Of this, almost 1.4 billion euros remained before interest and taxes (EBIT), which is 4.5 percent more than a year ago.
• The free cash inflow increased by more than 17 percent to 732 million euros, which was also higher than estimated on the market.
• The same applies to the profit attributable to shareholders, which rose by a good 6 percent to 786 million euros.
• Annual targets confirmed without customs consequences

Mercedes-Benz $MBG (-3,54 %)another profit slump at the beginning of the year

• The car manufacturer Mercedes-Benz continued to struggle at the beginning of the year due to weak business in China.
• In the first quarter, the DAX-listed company's profits plummeted by almost 43 percent to 1.73 billion euros, as the Stuttgart-based company announced on Wednesday.
• Turnover fell by a good 7 percent to 33.2 billion euros because, as already known, sales had shrunk worldwide. In day-to-day business, i.e. before interest and taxes, the result slipped by almost 41 percent to 2.29 billion euros due to the difficult situation.
• In the important passenger car division, the adjusted operating profit margin, which is highly regarded by investors, shrank by 1.7 percentage points to 7.3 percent.
• This was a smaller decline than analysts had feared.

Hims & Hers $HIMS (-5,41 %)enters into partnership with Novo Nordisk $NOVO B (+1,64 %)enters into

• Danish drugmaker Novo Nordisk has partnered with Hims & Hers Health HIMS to sell its popular weight-loss drug through a bundled offering on the telemedicine company's platform, the two companies announced on Tuesday.
• Customers will get access to offerings of all dosage strengths of Wegovy and a membership starting at $599 per month, Hims said.
• The offer will be available on the Hims & Hers platform starting this week, it added.
• The companies are working on a longer-term roadmap of bundled offerings that will have a unique consumer rating and pricing that we hope to unveil in the coming quarters, Hims CEO Andrew Dudum said.
• Earlier this month, Hims announced that it plans to sell Eli Lilly LLY's Zepbound through its platform.
• While Novo's Wegovy and Lilly's competing drug, Zepbound, were in short supply, several telehealth companies were allowed to sell cheaper copies of the treatments.
• The brand-name drugs have since been removed from the U.S. Food and Drug Administration's shortage list, which could limit mass production.
• Dudum added that the company will continue to offer personalized compound versions of semaglutide on its platform.
• Semaglutide is the active ingredient in Novo's Wegovy.

Spotify $SPOT (+4,52 %)disappoints with second quarter outlook

• After a strong start to the year, music streamer Spotify is expecting less momentum in the second quarter.
• In the short term, some disruptive noise is to be expected, said company boss Daniel Ek on Tuesday, according to a statement on the presentation of quarterly figures.
• The number of monthly active users, an important indicator for advertisers, for example, is likely to grow less strongly in the current quarter than recently.
• The forecast disappointed analysts' expectations.
• Spotify shares came under pressure in pre-market trading and lost six percent.
• However, Ek remains confident in the long term.
• Spotify's freemium model gives customers a lot of flexibility in uncertain times.
• Users can choose between a free, ad-financed offering or paid premium services.
• In the first quarter, the number of premium subscribers rose surprisingly sharply by twelve percent to 268 million.
• Monthly active users increased by ten percent to 678 million.
• Spotify expects a further increase to 689 million in the second quarter - although analysts had more on the cards here.
• Sales rose by 15 percent to 4.2 billion euros at the start of the year.
• Thanks to lower expenditure on personnel and marketing, the operating result soared from 168 million euros in the same quarter of the previous year to 509 million euros.
• Here too, however, experts had expected more from the music streamer in advance.

PayPal $PYPL (-2,02 %)disappointed in sales but EPS up

• Earned more in the first quarter of 2025.
• Earnings rose from USD 0.830 per share to USD 1.29 per share, meaning that the company performed better than the market had expected.
• Analysts had previously estimated EPS of USD 1.16 per share.
• On the sales side, things went better than a year ago: revenues rose from 7.699 billion US dollars to 7.791 billion US dollars.
• However, this disappointed analysts' expectations, which had previously stood at 7.85 billion US dollars.

Wednesday: Stock market dates, economic data, quarterly figures

Stock exchange trading in Sweden shortened

• ex-dividend of individual stocks
• Hochtief EUR 5.23
• Morgan Stanley 0.93 US

• Quarterly figures / company dates USA / Asia
• 02:00 Samsung Electronics quarterly figures
• 12:30 Caterpillar | GE Healthcare Quarterly figures
• 22:00 Meta | Qualcomm | Align Technology quarterly figures
• 22:05 Microsoft | Ebay | Allstate quarterly figures

• Quarterly figures / Company dates Europe
• 06:45 Societe Genera | Equinor | UBS | Banco Santander quarterly figures
• 07:00 OMV | DHL | Fuchs | Kion | Mercedes-Benz | Nemetschek
• 07:00 Wacker Chemie | Arcelormittal | AMS-Osram | DSM-Firmenich
• 07:00 Siltronic | Credit Agricole quarterly figures
• 07:30 Erste Group Bank | Aixtron | Compugroup Medical | Volkswagen | Adyen
• 07:30 Baader Bank | Befesa | Deutz | Drägerwerk | Fielmann quarterly figures
• 08:00 LPKF Laser | Repsol | Air France-KLM | Barclays | GSK quarterly figures
• 08:00 Stellantis 1Q revenue and sales figures | Mercedes-Benz analyst conference
• 08:30 DHL PK
• 09:00 Iberdrola | Aston Martin quarterly figures
• 09:15 Mercedes-Benz PK
• 10:00 Sto SE Annual Results | Gea Group | Knorr-Bremse | Munich Re | RWE AGM
• 10:00 Fuchs PK | DHL Group Analyst Conference
• 11:00 Atoss Software AGM
• 11:30 OMV Analyst Conference
• 12:00 Fuchs Analyst Conference
• 15:00 Kion Analyst Conference
• 17:45 Airbus quarterly figures + PK

• Economic data

03:30 CN: Purchasing Managers' Index/PMI manufacturing (CFLP/National Bureau of Statistics) April FORECAST: 49.8 previous: 50.5 | Purchasing Managers' Index/PMI non-manufacturing (CFLP/National Bureau of Statistics) April FORECAST: n.a. previous: 50.8

03:45 CN: Purchasing Managers' Index/PMI manufacturing Caixin/S&P FORECAST: n/a previously: 51.2

07:30 FR: GDP (1st release) 1Q | Private Consumption March

08:00 DE: Retail Sales March seasonally adjusted real FORECAST: -0.2% yoy previous: +0.3% yoy | Employment March | Import/Export Prices March Import Prices FORECAST: -0.8% yoy/+2.4% yoy previous: +0.3% yoy/+3.6% yoy

08:45 FR: Consumer prices (preliminary) April PROGNOSE: +0.4% yoy/+0.7% yoy previous: +0.2% yoy/+0.8% yoy HICP PROGNOSE: +0.4% yoy/+0.7% yoy previous: +0.2% yoy/+0.9% yoy

09:55 DE: Labor market data April seasonally adjusted unemployment rate FORECAST: +20,000 yoy previous: +26,000 yoy Unemployment rate seasonally adjusted FORECAST: 6.3% previous: 6.3%

10:00 DE: GDP (1st release) 1Q calendar and seasonally adjusted yoy FORECAST: +0.2% yoy Q4: -0.2% yoy Q4 calendar-adjusted yoy FORECAST: -0.2% yoy Q4: -0.2% yoy

10:00 IT: GDP (1st release) 1Q FORECAST: +0.2% yoy qoq/+0.4% yoy 4th quarter: +0.1% yoy qoq/+0.6% yoy

11:00 EU: GDP (1st release) 1Q Eurozone FORECAST: +0.2% yoy/+1.0% yoy 4th quarter: +0.2% yoy/+1.2% yoy

11:00 IT: Consumer prices (preliminary) April FORECAST: n/a /+2.0% yoy previous: +0.3% yoy/+1.9% yoy

14:00 DE: Consumer prices (preliminary) April PROGNOSE: +0.3% yoy/+2.0% yoy previous: +0.3% yoy/+2.2% yoy HICP PROGNOSE: +0.5% yoy/+2.1% yoy previous: +0.4% yoy/+2.3% yoy

14:15 US: ADP Labor Market Report April Private Sector Employment PROGNOSIS: +120,000 jobs previously: +155,000 jobs

14:30 US: Labor Cost Index 1Q PROGNOSE: +0.9% yoy 4th quarter: +0.9% yoy

14:30 US: GDP (1st release) 1Q annualized PROGNOSE: +0.4% yoy Q4: +2.4% yoy GDP deflator PROGNOSE: +3.0% yoy Q4: +2.3% yoy

15:45 US: Chicago Purchasing Managers Index April FORECAST: 45.5 previous: 47.6

16:00 US: Personal Spending and Income March Spending / Income FORECAST: +0.5% yoy/+0.4% yoy previous: +0.4% yoy/+0.8% yoy

$HIMS (-5,41 %)

$HIMS (-5,41 %) absolutely amazing what is happening right now, very clearly in the plus. The wait has paid off ✌🏻

$HIMS (-5,41 %)

$HIMS (-5,41 %) and $NOVO B (+1,64 %) have announced a groundbreaking collaboration to make obesity treatment more accessible and affordable in America.

The partnership's first initiative introduces Wegovy through the $HIMS (-5,41 %) -platform, bundled with comprehensive healthcare services for $599 per month.

The offer combines all of Wegovy's dosage strengths with the benefits of a $HIMS (-5,41 %) -membership, including:

- 24/7 care access

- Ongoing clinical support

- Nutritional counseling

- Access to the NovoCare pharmacy

VERY positive for $HIMS (-5,41 %) as it all but negates the entire pessimistic assessment of potential lawsuits.

🚀

$HIMS (-5,41 %)

There is no other way, it has to be Mr. again 😂

https://investors.hims.com/news/news-details/2025/Hims--Hers-and-Novo-Nordisk-Team-Up-to-Expand-Affordable-Access-to-Care/default.aspx

$HIMS (-5,41 %)