A screenshot of Hims & Hers’ 2025 Super Bowl commercial (Sherwood News)

Hims & Hers threw a Super Bowl Hail Mary that landed incomplete. Now the receiver is on the sidelines.

Hims & Hers did get increased attention from the ad, but the product it showcased for millions of people is no longer at the center of its business model.

J. Edward Moreno

3/12/25 3:12PM

Hims & Hers’ Super Bowl ad attracted controversy, but it also led to a spike in web searches and drove a bump in traffic to the tele-pharmacy’s site.

The commercial focused on weight-loss drugs, though less than two weeks after it was shown to millions of people, the Food and Drug Administration took semaglutide off its shortage list, meaning Hims & Hers can no longer sell copies of Ozempic or Wegovy. The company now has to rethink its strategy on weight-loss drugs.

The ad also ruffled Big Pharma’s feathers, with Novo Nordisk (which makes Ozempic and Wegovy) buying full-page ads in The New York Times and USA Today the Monday after the Super Bowl, questioning the safety of compounded drugs. As Hims & Hers figures out how to move forward, one wrong move could potentially trigger a lawsuit from the Danish pharmaceutical giant.

A Super Bowl ad reportedly cost $8 million per 30-second slot, and Hims & Hers’ ad was one minute long, suggesting it likely cost them about $16 million before production and agency costs.

The company did not immediately respond to a request to comment, including an inquiry about much the ad cost it. Hims & Hers typically spends about half its revenue on marketing, with nearly $679 million spent on marketing last year.

Google searches of “Hims & Hers” spiked on the day of the Super Bowl, according to Google Trends data. But that didn’t necessarily translate to sustained traffic to the company’s website.

Data from Similarweb shows that web traffic to hims.com and forhers.com spiked the day of the Super Bowl, but on a month-over-month basis was less in February than in January, which is typical. (The domain forhims.com also redirects to hims.com, though its traffic is much lower.)

Max Knoblauch17h

Used car prices dip in April but remain at 2023 levels as gas prices surge

Used car prices ticked down in April, the first drop in 2026, according to fresh data from Cox Automotive.

Cox’s Manheim Used Vehicle Value Index, which tracks wholesale prices, dipped 1.6% in April from March, but remains around highs not seen since 2023 as shoppers react to surging gas prices.

“Affordability remains front and center, and that’s driving some increased demand for older vehicles... as well as changing the calculus for consumers shopping for EVs,” said Cox’s chief economist, Jeremy Robb.

As reported in March, used car retailers including CarMax have told Sherwood News that gas prices are driving more shoppers to look toward EVs. Cox’s EV index is up 7.2% from April 2025, compared to a 1.1% hike for its non-EV index.

Tom Jones

gear shift

5/6/26

Harley-Davidson hopes getting “Back to the Bricks” will help turn its motorcycle business around

Its ~$1 billion financial services segment has helped keep the company ticking over in the meantime.

Harley-Davidson motorcycles cruising along scenic road during European Bike Week, showcasing vibrant atmosphere and camaraderie among riders

Max Knoblauch5/5/26

Xbox CEO overhauls leadership team with Microsoft AI execs amid sales declines

Microsoft is continuing to shake up Xbox, with gaming chief Asha Sharma (who took over the division suddenly in February) announcing an executive overhaul.

According to an internal memo seen by CNBC, Sharma is bringing four leaders from her former CoreAI group into the Xbox fold, as they have “consumer and technical expertise [Xbox does] not yet have.”

“Right now, it is too hard to ship impact quickly. We spend too much time inward instead of with the community, and we lack the depth we need in some of the fundamentals,” Sharma said in the memo.

Aside from the CoreAI team, David Schloss, a former Instacart growth exec, will take over the subscription and cloud business.

Following Microsoft’s earnings report last week, in which Xbox console sales fell 33% from last year, Sharma said the division had work to do. The company forecast more sales declines for Game Pass and consoles in the current quarter.

Microsoft Xbox CEO overhauls leadership amid sinking sales: 'We need to evolve how we work'

Aside from the CoreAI team, David Schloss, a former Instacart growth exec, will take over the subscription and cloud business.

Max Knoblauch5/4/26

Ford’s April EV sales climb from March but make up less than 2% of its total sales this year

Ford sold 22% more EVs in April than in March, but the category makes up just 1.7% of the automaker’s total 2026 sales through April. At the same point last year, EVs were about 4% of sales.

The company released its April sales figures Monday morning, with EVs climbing sequentially but still down nearly 25% from last year. Its more popular hybrids were down 5% from March and about 33% from last year.

Overall, Ford posted a 14.4% drop in sales in April from last year. SUVs were down more than 16%, trucks fell more than 14%, and cars (the company doesn’t sell many) climbed 18%.

When it reported its Q1 earnings last week, Ford boosted its full-year guidance for adjusted earnings before interest and taxes to between $8.5 billion and $10.5 billion.

Rani Molla5/4/26

Amazon opens up its supply chain to everyone

Today Amazon unveiled Supply Chain Services, a new business that turns the vast warehousing and logistics network behind its e-commerce empire into a product for other companies — an AWS-style move applied to the physical world.

As Amazon put it: “Any business can now move, store, and deliver everything from raw materials to finished products using the same supply chain that supports Amazon and its independent selling partners.”

That could make Amazon a behind-the-scenes operator for an even wider swath of commerce, expanding its reach beyond its marketplace and helping it capture more of the $1.3 trillion third-party logistics market.

Shares of traditional shipping companies UPS and FedEx fell after the announcement.

Amazon listed Procter & Gamble, 3M, and American Eagle among the logistics service’s first customers.

Introducing Amazon Supply Chain Services: Amazon’s logistics network, now open to every business