Earnings live: Hims & Hers stock slides, Domino's rises as investors await crucial update from Nvidia

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• Expects marketplace GOV to be in the range of $31.0 billion to $31.8 billion for Q1 2026

  80% confidence

• Expects to earn between $3.45 and $3.69 per share in 2026

  80% confidence

• We expect our share on DoorDash to grow as awareness and marketing spend increases. This opportunity is meaningful, as we have not yet reached our fair share on either of the major aggregators

  80% confidence

• Expects adjusted EBITDA to be in the range of $675 million to $775 million for Q1 2026

  80% confidence

• 2026 revenue forecast came in above estimates

  80% confidence

• Expects US same-store sales to grow 3% and international sales to be up between 1% to 2% in fiscal 2026

  80% confidence

• The MORE strategy delivered higher sales and profits

  80% confidence

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