Those of you who played Hims & Hers Health (HIMS) to the upside this week deserve (another) round of applause.
LikeFolio data had us betting on a bullish outcome for HIMS’ Monday earnings event and we got just what we’d hoped for. Shares rocketed more than 16% on a strong showing – adding to an already stunning rally.
HIMS has now doubled since we featured it in TradeSmith Daily on April 13…
Source: TradingView
Yes, you read that right. A 100% rally. In one month.
Congrats to TradeSmith Daily reader Nicholas, who took full advantage of the research we published last Sunday:
“I bought $3,000 of shares in HIMS subsequent to the recent analysis by LikeFolio. Up 45% in 21 days, yippee!”
Nicholas, I hope you’re celebrating!
And a huge shout-out to Earnings Season Pass subscriber Richard L. who took the HIMS trade from our Week 4 Earnings Scorecard and banked 59.57% in just ONE day:
“Bought the 5/9 40 call on 5/5 for $4.60, out on 5/6 at $7.34! 59.57% for a one day trade. This trade was based on this week’s scorecard.”
Keep up the good work!
Hims & Hers’ first-quarter report boasted 111% year-over-year revenue growth and a 38% subscriber gain. The company also announced Amazon.com (AMZN) exec Nader Kabbani, who helped launch Amazon Pharmacy, as its new Chief Operations Officer – signaling it’s serious and confident in its growth trajectory.
This company is cashing in on one of the most powerful mega-trends of the decade: “The Ozempic Lifestyle,” a full-blown, weight-loss revolution sparked by the adoption of GLP-1 drugs.
Companies adapting to this new norm are reaping the benefits. Those that haven’t are falling further behind. Just look at WW International (WW): Its “OG” weight-loss platform, Weight Watchers, has fizzled out of relevance without effectively incorporating GLP-1s into its strategy. While HIMS was surging on earnings this week, WW was entering into Chapter 11 bankruptcy.
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HIMS Was Just the Start
WW won’t be the only loser… And HIMS won’t be the only winner. LikeFolio’s insights are your key to telling the difference as this mega-trend unfolds.
Around 15 million U.S. adults are currently taking a GLP-1 drug, but recent studies show that an estimated 137 million Americans are eligible for the treatment, revealing a massive untapped market.
These drugs are changing lives on an unprecedented scale: Patients lose an average of 15% to 21% of total body weight after just over a year on the injectable medication.
And those patients are making meaningful lifestyle changes to keep the weight off – from hitting the gym more often to replacing sugary snacks with nutrient-rich options. For example:
🏋️ A survey conducted by Morgan Stanley Research found that the weekly exercise rate among participants doubled from 35% before starting anti-obesity medications to 71% afterwards.
💪 A study by Mattson found that 66% of weight-loss participants curbed their soda and alcohol intake, while 38% started drinking more protein-based beverages.
We’re seeing unexpected side effects too – like increased energy drink consumption.
⚡ A Stifel survey found consumers who use a GLP-1 drug are 72% more likely to consume an energy drink compared to the general population.
These trends are clear as day in consumer search data. Check out how interest in energy drinks in particular has skyrocketed over the last five years (red line):
Source: Google Trends
The point is, HIMS is just one layer of this mega-trend. But there are just as lucrative opportunities lurking in the follow-on effects of a large-scale weight-loss wave.
Think about it: Millions of suddenly slimmed-down consumers are now seeking out products and services that support their weight-loss goals.
And we’ve uncovered a secondary GLP-1 play that has all the hallmarks of an explosive divergence opportunity:
✓ Macro trend tailwinds are shifting in this company’s favor. It offers the nutrient-rich energy drinks and convenient, protein-packed shakes consumers crave most.
✓ Wall Street thinks this company’s high-growth run is over. The stock is down more than 50% year over year.
✓ But Main Street activity tells us demand is heating up – creating a compelling entry point for forward-looking investors.
And thanks to LikeFolio’s consumer insights, you’ll be ahead of the game.
Energizing the Ozempic Lifestyle
Our data has uncovered a stark divergence for better-for-you energy drink maker Celsius Holdings (CELH), where consumer interest is rapidly gaining momentum versus the stock price:
Longtime LikeFolio followers are familiar with this name – we’ve played CELH to the upside (at least) three times over the last four years, each time, banking double or triple-digit gains.
One of those CELH trades had our members cashing out a 389% profit.
See, between 2020 and 2024, Celsius scaled rapidly with zero-sugar, fitness-focused energy drinks that attracted gym-goers, health-conscious shoppers, and young professionals looking for clean energy without the crash.
Celsius grew revenue grew 10x during that period – from $130.7 million to $1.36 billion as a game-changing distribution deal with PepsiCo (PEP) helped it expand across the U.S. and internationally.
But Celsius hit a lull in 2024.
After three consecutive years of more than doubling revenue, its growth halted to just 3% year over year.
Source: Statista
Many investors and analysts now see Celsius as a company trying to rebound from stalled growth.
We see one unlocking a second act.
Because consumer demand is heating up again… And this time, the driver is no longer a single brand.
Let me show you CELH’s new secret weapon – a powerhouse brand straight out of LikeFolio’s hometown in Louisville, Kentucky.
The Secret Weapon Straight Out of Louisville
In April, Celsius completed a mega $1.65 billion acquisition of the energy drink category’s new rising star, Alani Nu.
The up-and-coming brand recently crossed $1 billion in annual retail sales, a major feat supported by strong demand across its zero-sugar energy drinks, protein shakes, and fitness supplements.
Alani Nu’s vibrant branding caters to a female audience, where many other energy drink competitors have fallen short. I mean, think about Monster Energy’s (MNST) grungy black and green packaging – there’s no comparison:
Source: Instagram
Alani Nu is in a similar phase to where Celsius was several years ago – early in its growth cycle, yet social media buzz is surging to “cult-like” levels.
Its energy drinks come in a whole host of unique, specialty flavors, like Sherbet Swirl, Cherry Slush, and Cosmic Stardust (which tastes like a melted grape popsicle).
Consumers can’t get enough. We’re fans, too – heck, we stock them in our office fridge.
It’s not just personal bias. LikeFolio data confirms digital interest in both Alani and Celsius gaining momentum since the deal was announced.
Both brands are currently outperforming peers like Monster and Rockstar in web traffic growth. Celsius visits are up 26% year over year; Alani Nu’s are surging 38%:
Even more enticing? Alani has meaningful distribution upside remaining, particularly in convenience stores and food service channels.
Customers are actively seeking out Alani Nu at their local stores. All Celsius needs to do is get Alani Nu on more shelves and watch the sales pour in.
One product stands out already as a valuable addition to Celsius’s product portfolio: Alani’s ready-to-drink (RTD) protein shakes, which align directly with “Ozempic Lifestyle” demand. Online inventory checks show the shakes selling out at $35 per 12-pack with strong customer reviews.
Well, some analysts have flagged overlap risk. Celsius is distributed by PepsiCo, and Alani by AB InBev (BUD). Both brands now compete for shelf space.
But Celsius is confident Alani’s female audience skew will contribute significant value to its portfolio:
“The Alani Nu brand has a very unique consumer base, which is incremental to our overall portfolio and complementary to Celsius. It’s targeting a younger female consumer that really is aspirational. It’s also accessible, and it revolves around health and wellness and fitness. The social media, as an example, has about a 92% female following. And when we look at the really any cannibalization potential, it’s fairly low.”
We’re with Celsius on this one.
Still, while Alani Nu is certainly a growth driver, it’s not the only way Celsius is building its revenue stream.
The company is expanding its own brand with new product launches like Celsius Hydration, fresh flavors, and expanded placements into retail locations, including Subway and Home Depot (HD).
Internationally, Celsius is targeting new markets in Canada, the United Kingdom, France, Ireland, Australia, and New Zealand.
And on the operational side, Celsius is taking more control over the production process through its acquisition of Big Beverages, a former co-packer.
Wall Street may still be valuing Celsius as a single-brand growth story. LikeFolio data points to something different. With consumer demand rising across both Celsius and Alani Nu, this looks like yet another opportunity to get in on a triple-digit winner.
The Bottom Line
This weight-loss mega-trend isn’t just a craze. GLP-1 drugs are here to stay – and they’re creating meaningful, lasting behavioral changes among millions of consumers.
Investors who understand the cultural shift happening around us are in a powerful position. Leveraging LikeFolio’s real-time consumer insights, we’re able to identify the potential winners and place our trades early, before the rest of the market catches on.
Hims & Hers Health already proved what kind of profits are up for grabs – a chance to double your money in 30 days!
I’ll admit, that’s tough to beat.
But as you saw earlier, Earnings Season Pass members do it all the time, with dozens of opportunities to double their money or more just in the last week.
Richard banked 60% in one day trading HIMS’s earnings report. We traded CELH’s earnings event, too, for a +100% profit in less than five days. Last week, Spotify (SPOT) delivered our subscribers +119% in four days; Chipotle Mexican Grill (CMG): 143%, again, in four days.
It comes down to the types of trades we’re making – strategies we only use in Earnings Season Pass.
