Why Hims & Hers hardly suffers from tariffs

$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?