This might be the most low-key genius move $Hims & Hers Health Inc.(HIMS)$ has made — like finding a diamond in your sock drawer and going, “Huh, neat.”
Let me take you down the rabbit hole 🐇📊 (yes, this will be long, but worth it).
1. Who the heck is Zava?
Think of Zava as the quiet nerd from Europe who’s been getting straight A’s in digital healthcare since 2010 — and nobody noticed.
HQ: London 🇬🇧
Markets: UK, Germany, France, Ireland
FY'25 Revenue: $35M–$45M (ish)
Consultations in 2024: 2.3 million
Gross Margin: Mid-70s 💅
Profitability: Basically not bleeding money, which is rare for startups
Active Customers: 1.3M+
They've served over 6 million patients — no big PR stunts, no hype. Just good, old-fashioned execution. Which is EXACTLY what $HIMS needed to break into Europe without reinventing the NHS.
2. So what do they do?
Zava runs a tight digital-first ship:
🏥 In-house pharmacy in the UK
🧪 Partnered with legit UK labs
💻 Custom medical records system
📬 Prescription delivery infrastructure
🧠 Asynchronous consultations (you fill a form, a doc reads it, magic happens)
Basically, it’s digital healthcare without the sketchy vibes.
3. The Deal
Announced: June 3, 2025
All-cash (💰💰💰 from the piggy bank)
No debt, no dilution
Likely price: < $400M
Closing: H2 2025
This wasn’t some dramatic, overpriced splash. This was a surgical strike. 🥷
4. Why it’s a baller move
Zava hands $HIMS the keys to:
✅ Licenses in 4 European countries
✅ A multilingual medical team
✅ Built-in logistics + compliance
✅ A customer base that actually likes them
✅ Solid reputation (just Google the UK reviews)
It’s like skipping the tutorial and starting the game at Level 5.
5. Europe = New Playground 🎠🌍
Until now, $HIMS was 99% US-only. This opens the EU floodgates.
EU digital health market = $55B by 2028U
K weight loss market = $700M+
Germany’s healthcare market = $500B+ 😳
EU population = 448 million snackers, thinkers, and skincare obsessives
If $HIMS even half-tries, this becomes a growth engine.
6. Will it move the needle?
Short answer: Yes. Longer answer:
Zava makes ~$35M–$45M already
Could hit $200M+ in a few years
$HIMS guiding for $2.35B in 2025 without Zava baked in
It’s accretive by 2026 (aka “actually good for earnings”)
Paired with GLP-1, mental health, derm, and all the fun new categories, this is a quiet power-up.
7. What could go wrong? 😬
We’re not drinking Kool-Aid here — risks exist:
🚧 EU = a patchwork of healthcare laws
💱 Currency volatility (thanks, Brexit)
🤝 Integrating teams across borders ain’t easy
😱 PTSD from Teladoc-Livongo trauma
But! This is not that.
Under $400M, no funny stock stuff
Expansion into new markets, not duplicate services
Zava is already profitable-ish
No nonsense synergy buzzwords — just smart ops
8. TL;DR: Zava is the introvert friend who turns out to be an absolute badass.
No headlines. No drama. Just a company that knows how to do the thing.
$HIMS just got a passport to Europe. And they didn’t even have to stand in immigration. ✈️
@Tiger_comments @TigerObserver @Daily_Discussion @TigerPM @TigerStars
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