Major Estimate Revision • May 17
Consensus EPS estimates fall by 21% The consensus outlook for fiscal year 2026 has been updated. 2026 EPS estimate fell from US$0.109 to US$0.086 per share. Revenue forecast steady at US$775.9m. Net income forecast to grow 54% next year vs 41% growth forecast for Healthcare Services industry in the US. Consensus price target up from US$2.82 to US$3.18. Share price fell 17% to US$2.43 over the past week. Valuation Update With 7 Day Price Move • May 15
Investor sentiment deteriorates as stock falls 17% After last week's 17% share price decline to US$2.43, the stock trades at a forward P/E ratio of 24x. Average trailing P/E is 28x in the Healthcare Services industry in the US. Total loss to shareholders of 52% over the past three years. Price Target Changed • May 11
Price target increased by 8.9% to US$3.07 Up from US$2.82, the current price target is an average from 13 analysts. New target price is 7.9% above last closing price of US$2.84. Stock is down 35% over the past year. The company is forecast to post earnings per share of US$0.083 for next year compared to US$0.085 last year. New Risk • May 07
New major risk - Financial position The company's interest payments are not well covered by earnings. Net interest cover: 2.9x This is considered a major risk. If the company is unable to fund interest repayments on its debt through profits, it may be forced into reducing its debt burden through selling assets, undertaking a potentially costly capital raising or even into bankruptcy in the worst case scenario. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (2.9x net interest cover). Minor Risks Share price has been volatile over the past 3 months (11% average weekly change). Large one-off items impacting financial results. Reported Earnings • May 07
First quarter 2026 earnings released: EPS: US$0.003 (vs US$0.029 in 1Q 2025) First quarter 2026 results: EPS: US$0.003 (down from US$0.029 in 1Q 2025). Revenue: US$194.0m (down 4.4% from 1Q 2025). Net income: US$1.17m (down 89% from 1Q 2025). Profit margin: 0.6% (down from 5.4% in 1Q 2025). Revenue is forecast to grow 4.2% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Healthcare Services industry in the US. Over the last 3 years on average, earnings per share has increased by 76% per year but the company’s share price has fallen by 17% per year, which means it is significantly lagging earnings. Announcement • May 03
Goodrx Expands Offerings to Include Ozempic Pill for Type 2 Diabetes Patients GoodRx announced that it is providing access to self-pay pricing for Novo Nordisk’s Ozempic pill (oral semaglutide), helping eligible patients with type 2 diabetes obtain the medication for as low as $149 per month at pharmacies nationwide. The availability of an oral formulation under the Ozempic brand marks an important step forward, offering a convenient alternative to the established injectable. It also reflects GoodRx’s expanding work with Novo Nordisk across the entire semaglutide portfolio and its role in supporting patient access. The Ozempic pill is now available to eligible self-pay patients at a cash price of $149 per month for the 1.5mg dose, $199 per month for the 4mg dose, and $299 per month for the 9mg dose. Announcement • May 02
GoodRx Holdings, Inc., Annual General Meeting, Jun 16, 2026 GoodRx Holdings, Inc., Annual General Meeting, Jun 16, 2026. Announcement • Apr 19
GoodRx Holdings, Inc. to Report Q1, 2026 Results on May 06, 2026 GoodRx Holdings, Inc. announced that they will report Q1, 2026 results After-Market on May 06, 2026 Announcement • Apr 16
GoodRx Holdings, Inc. Announces Access to Wegovy HD At Self-Pay Price GoodRx Holdings, Inc. announced that the new higher dose Wegovy HD (semaglutide) injection 7.2 mg is now available to eligible self-pay patients on GoodRx at $399 per month. Pricing scales with quantity, with a two-month supply available for $798 and a three-month supply available for $1,197, giving consumers flexibility and clear expectations around cost. Wegovy HD offers an additional FDA-approved step-up option within the Wegovy portfolio, potentially helping eligible patients achieve greater weight-loss benefit without requiring them to switch to a different brand or care pathway. As demand for GLP-1 treatments continues to grow, many consumers are navigating access outside of traditional insurance coverage. GoodRx simplifies that experience by surfacing upfront pricing and connecting it directly to nationwide pharmacy access, helping consumers understand their options before they reach the pharmacy counter. Wegovy HD adds another FDA-approved option to meet patients’ clinical needs. For those who need help getting started, GoodRx for Weight Loss offers a connected path to care. Through the subscription service, consumers can meet with licensed healthcare providers, complete an eligibility assessment, and, when appropriate, receive a prescription for FDA-approved GLP-1 treatments. This announcement builds on GoodRx’s ongoing efforts to expand access to GLP-1 medications, reflecting a broader shift toward self-pay models that provide more predictable and transparent pathways to treatment. GoodRx enables these programs to reach consumers at scale, helping ensure that pricing translates into real-world access from day-one. Announcement • Mar 28
GoodRx Holdings, Inc. Announces the Resignation of Romin Nabiey as Chief Accounting Officer, Effective April 3, 2026 On March 24, 2026, Romin Nabiey submitted his resignation as Chief Accounting Officer of GoodRx Holdings, Inc., effective April 3, 2026 in order to pursue other opportunities. Mr. Nabiey will remain an employee of the Company through June 8, 2026 to support the transition of his responsibilities. New Risk • Mar 05
New minor risk - Share price stability The company's share price has been volatile over the past 3 months. It is more volatile than 75% of American stocks, typically moving 11% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (11% average weekly change). Large one-off items impacting financial results. Major Estimate Revision • Mar 05
Consensus EPS estimates fall by 53% The consensus outlook for earnings per share (EPS) in fiscal year 2026 has deteriorated. 2026 revenue forecast decreased from US$814.8m to US$764.8m. EPS estimate also fell from US$0.192 per share to US$0.091 per share. Net income forecast to shrink 3.9% next year vs 19% growth forecast for Healthcare Services industry in the US . Consensus price target down from US$4.56 to US$2.97. Share price fell 11% to US$2.18 over the past week. New Risk • Mar 02
New minor risk - Earnings quality The company has large one-off items impacting its financial results. One-off items were 26% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. This is currently the only risk that has been identified for the company. Reported Earnings • Feb 26
Third quarter 2025 earnings released: EPS: US$0.003 (vs US$0.01 in 3Q 2024) Third quarter 2025 results: EPS: US$0.003 (down from US$0.01 in 3Q 2024). Revenue: US$196.0m (flat on 3Q 2024). Net income: US$1.12m (down 72% from 3Q 2024). Profit margin: 0.6% (down from 2.0% in 3Q 2024). Revenue is forecast to grow 4.6% p.a. on average during the next 4 years, compared to a 11% growth forecast for the Healthcare Services industry in the US. Over the last 3 years on average, earnings per share has increased by 88% per year but the company’s share price has fallen by 29% per year, which means it is significantly lagging earnings. Price Target Changed • Feb 26
Price target decreased by 9.1% to US$4.31 Down from US$4.74, the current price target is an average from 14 analysts. New target price is 116% above last closing price of US$1.99. Stock is down 60% over the past year. The company is forecast to post earnings per share of US$0.11 for next year compared to US$0.042 last year. Valuation Update With 7 Day Price Move • Feb 26
Investor sentiment deteriorates as stock falls 16% After last week's 16% share price decline to US$1.99, the stock trades at a forward P/E ratio of 12x. Average trailing P/E is 42x in the Healthcare Services industry in the US. Total loss to shareholders of 64% over the past three years. Announcement • Feb 26
GoodRx Holdings, Inc. Provides Earnings Guidance for the Full Year 2026 GoodRx Holdings, Inc. provided earnings guidance for the full year 2026. For the year 2026, the company expects revenue of $750 million to $780 million. Announcement • Feb 24
GoodRx Holdings, Inc. Expands into Employer Market with Launch of "Goodrx Employer Direct" GoodRx Holdings, Inc. announced the launch of GoodRx Employer Direct. The new offering enables employers to directly lower the cost of high-impact brand medications, including GLP-1s, by applying targeted subsidies to discounted cash prices from pharmaceutical manufacturers. Employers can also deploy branded versions of GoodRx's condition-specific telemedicine solutions, integrating clinical care, prescribing, and pharmacy fulfillment to help employees access high-impact brand medications without traditional formulary blockers. Designed to complement, not replace, traditional health plans, Employer Direct gives employers a scalable, cost-conscious way to improve affordability without adding plan complexity. Through Employer Direct, employers can select high-impact brand medications, such as the popular weight loss drug Wegovy®?, and directly subsidize the manufacturer-sponsored price available on GoodRx, further lowering the employee's cost without adding the medication to the traditional insurance benefit. Employer contributions are applied seamlessly at the pharmacy counter, so employees automatically pay a reduced out-of-pocket amount. This approach provides targeted support for high-cost therapies without requiring changes to the core health plan structure. GoodRx launched this model at the start of the year with its first employer partners, including Midwestern grocery chain Hy-Vee, with an initial focus on GLP-1 medications - a category that has seen significant demand but variable insurance coverage. Customized Conditions Management Solutions for Employers: Employer Direct leverages the core capabilities of the GoodRx platform to unlock a potentially meaningful new growth opportunity for the company. By combining established pharmaceutical partnerships that enable low self-pay pricing with its nationwide pharmacy network and broad consumer reach, GoodRx is uniquely positioned to deliver affordable, transparent access solutions directly within employer health plans. Announcement • Jan 29
GoodRx Holdings, Inc. to Report Q4, 2025 Results on Feb 25, 2026 GoodRx Holdings, Inc. announced that they will report Q4, 2025 results After-Market on Feb 25, 2026 Recent Insider Transactions Derivative • Jan 16
President exercised options and sold US$653k worth of stock On the 15th of January, Wendy Barnes exercised options to acquire 237k shares at no cost and sold these for an average price of US$2.75 per share. This trade did not impact their existing holding. As of today, Wendy currently holds no shares directly. Company insiders have collectively sold US$733k more than they bought, via options and on-market transactions in the last 12 months. Announcement • Jan 08
GoodRx Launches RxSmartSaver at Giant Eagle Pharmacies GoodRx announced the launch of RxSmartSaver powered by GoodRx at Giant Eagle pharmacies, giving patients a fast and easy way to access lower prices on high-cost brand medications directly at the pharmacy counter. Launched earlier this year, RxSmartSaver is a turnkey solution that allows patients to instantly unlock meaningful savings on brand medications that are often not covered by insurance or come with high out-of-pocket costs. Through the program, Giant Eagle Pharmacy customers can access a wide range of affordability options, including manufacturer copay cards and nearly 80 unique cash prices across high-cost brand medications, including Farxiga®? and Repatha.ular FDA-approved GLP-1 medications are also available at discounted cash prices, including Ozempic and Wegovy injections for $199 per month, and the new Wegovy pill for $149 per month. Patients simply scan a QR code at the pharmacy counter using their smartphone, enter the RxSmartSaver portal, and present the available savings to the pharmacist at checkout. The experience is designed to require no operational lift for pharmacy staff, while providing immediate, tangible help for patients facing high prescription costs. The introduction of RxSmartSaver builds on GoodRx's broader efforts to support retail pharmacies by helping them improve profitability, reduce prescription abandonment, and drive innovation in the prescription experience. By making affordability tools readily accessible at the point of dispensing, the program helps Giant Eagle stores reduce prescription abandonment, streamline workflows, and deepen patient relationships. GoodRx is ultimately improving the patient experience while delivering stronger economics for retail pharmacy partners. RxSmartSaver is now available across more than 200 Giant Eagle pharmacies throughout Indiana, Maryland, Ohio, Pennsylvania, and West Virginia. Announcement • Jan 05
GoodRx Now Offers Novo Nordisk's Cash Price for the Launch of the Wegovy Pill GoodRx announced that the newly FDA-approved Wegovy®? pill (oral semaglutide) is now available at a cash price of $149 per month at more than 70,000 pharmacies nationwide via GoodRx. For consumers looking to easily evaluate their options for both treatment and access to the medication, they will soon be able to connect with a licensed healthcare provider through GoodRx for Weight Loss to determine eligibility and obtain a prescription when appropriate. The arrival of the Wegovy pill on GoodRx represents a significant step forward in making GLP-1 treatments more affordable and accessible for people looking to begin or advance their weight-loss journey. The Wegovy pill is now available on GoodRx to eligible self-pay patients at a cash price of $149 per month for the two lowest doses (1.5mg and 4mg). With industry-leading cash prices across all FDA-approved doses and availability at more than 70,000 retail pharmacies nationwide, GoodRx ensures that consumers can access the Wegovy pill quickly, reliably, and with meaningful savings. Consumers who need help determining whether the Wegovy pill is appropriate for them will soon be able to turn to GoodRx for Weight Loss, the company's telemedicine subscription that is designed specifically for people seeking weight management support. Through this offering, users can meet with licensed healthcare providers, discuss treatment options, complete eligibility assessments, and--when clinically appropriate--re receive a prescription for the Wegovy pill or other FDA-approved GLP-1 treatments. GoodRx for Weight Loss also provides ongoing support, clear pricing, and flexible fulfillment options. The introduction of these new lowest discounted cash prices for the Wegovy pill demonstrates how GoodRx can help pharmaceutical manufacturers bring new cash-pay programs to market quickly and at scale. With millions of consumers turning to GoodRx each month to evaluate medication affordability options, manufacturers can immediately surface clear, competitive pricing to patients on day one of availability. GoodRx's extensive pharmacy network, trusted brand, and established consumer engagement channels enable partners to rapidly scale awareness, streamline access, and accelerate adoption. The Wegovy pill are now available to eligible self-pay patients in a cash price of $149% for the two lowest doses (1.5mg and 4mg) through April 15, 2026, after which a $199 per month cash price will apply to the 4mg. The cash price for the Wegovy pill 9mg and 25mg is $299 per month. About GoodRx is the leading platform for medication savings in the U.S., used by nearly 30 million consumers and over one million healthcare professionals annually. Reported Earnings • Nov 06
Third quarter 2025 earnings released: EPS: US$0.003 (vs US$0.01 in 3Q 2024) Third quarter 2025 results: EPS: US$0.003 (down from US$0.01 in 3Q 2024). Revenue: US$196.0m (flat on 3Q 2024). Net income: US$1.12m (down 72% from 3Q 2024). Profit margin: 0.6% (down from 2.0% in 3Q 2024). Revenue is forecast to grow 5.8% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Healthcare Services industry in the US. Over the last 3 years on average, earnings per share has increased by 88% per year but the company’s share price has fallen by 14% per year, which means it is significantly lagging earnings. Valuation Update With 7 Day Price Move • Oct 31
Investor sentiment deteriorates as stock falls 15% After last week's 15% share price decline to US$3.36, the stock trades at a forward P/E ratio of 20x. Average trailing P/E is 58x in the Healthcare Services industry in the US. Total loss to shareholders of 34% over the past three years. Valuation Update With 7 Day Price Move • Oct 16
Investor sentiment deteriorates as stock falls 16% After last week's 16% share price decline to US$3.90, the stock trades at a forward P/E ratio of 23x. Average forward P/E is 4x in the Healthcare Services industry in the US. Total loss to shareholders of 14% over the past three years. Announcement • Oct 09
GoodRx Holdings, Inc. to Report Q3, 2025 Results on Nov 04, 2025 GoodRx Holdings, Inc. announced that they will report Q3, 2025 results After-Market on Nov 04, 2025 Announcement • Oct 07
GoodRx Expands Affordable Access to Repatha with Nearly 60% Savings GoodRx announced the availability of Repatha®? (evolocumab), a cholesterol-lowering therapy, at a significantly reduced cash price. Starting October 6, 2025, patients can use GoodRx to access Repatha for $239 at more than 70,000 pharmacies nationwide, a savings of nearly 60% off the retail pharmacy list price. By making Repatha accessible at a lower cash price than was previously available at retail, GoodRx and Amgen are helping patients bypass traditional insurance hurdles, such as restrictive formularies and high deductibles, that often delay or prevent treatment. GoodRx is pioneering direct-to-consumer solutions that give brands a trusted, scalable channel to deliver real savings directly to patients. Valuation Update With 7 Day Price Move • Oct 01
Investor sentiment improves as stock rises 26% After last week's 26% share price gain to US$5.03, the stock trades at a forward P/E ratio of 30x. Average forward P/E is 4x in the Healthcare Services industry in the US. Negligible returns to shareholders over past three years. Simply Wall St's valuation model estimates the intrinsic value at US$8.48 per share. Announcement • Oct 01
Goodrx Launches Brand Medication Savings Program At National Retail Pharmacy GoodRx announced the availability of its brand medication savings solution, RxSmartSaver powered by GoodRx, at Kroger pharmacies nationwide. RxSmartSaver brings medication affordability directly to the pharmacy counter, improving the patient experience while delivering stronger economics for the retail partner. RxSmartSaver is now available at Kroger's 2,200 pharmacies across 35 states, giving Kroger customers instant access to GoodRx savings when they are picking up their medications, including copay cards, patient assistance programs, and 80+ unique cash prices for brand medications that often aren't covered by insurance or have poor coverage. Patients simply scan the code at the pharmacy counter with their smartphone, enter the RxSmartSaver portal, and then show the savings to the pharmacist during checkout to save on essential treatments such as Dexcom G7, Humira Biosimilar (ADBM), Lantus®?, Ozempic®? and Wegovy®?. A Turnkey Solution for Retail Pharmacies: RxSmartSaver is a turnkey, ready-to-deploy solution for retail pharmacies that brings medication affordable directly to the pharmacy counter. Each prescription filled helps strengthen the savings flywheel: manufacturers extend the reach of their affordability programs, pharmacies improve profitability while deepening patient relationships, and consumers gain easier access to more affordable prices for brand medications. GoodRx first launched this program earlier this year with Midwest-based retailer Hy-Vee and plans to expand with additional retailers in the coming months. The expansion of RxSmartSaver reflects GoodRx's broader commitment to helping retail pharmacies thrive in a rapidly evolving healthcare landscape. In 2025 alone, GoodRx launched multiple initiatives to support its retail partners, including an e-commerce experience that allows consumers to check inventory, validate prescriptions, and pay online before picking up in store, and Community Link, a cost-plus pricing model that provides independent pharmacies with predictable pricing and better economics. Together with RxSmartSaver, these solutions help pharmacies streamline daily workflows, enhance operational performance, and deliver stronger consumer engagement both in-store and online, while reinforcing their vital role in communities nationwide. Valuation Update With 7 Day Price Move • Aug 21
Investor sentiment improves as stock rises 27% After last week's 27% share price gain to US$4.49, the stock trades at a forward P/E ratio of 27x. Average trailing P/E is 59x in the Healthcare Services industry in the US. Total loss to shareholders of 29% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$8.58 per share. New Risk • Aug 18
New minor risk - Share price stability The company's share price has been volatile over the past 3 months. It is more volatile than 75% of American stocks, typically moving 14% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (14% average weekly change). Large one-off items impacting financial results. Price Target Changed • Aug 10
Price target decreased by 11% to US$5.61 Down from US$6.32, the current price target is an average from 15 analysts. New target price is 62% above last closing price of US$3.47. Stock is down 52% over the past year. The company is forecast to post earnings per share of US$0.15 for next year compared to US$0.042 last year. Reported Earnings • Aug 08
Second quarter 2025 earnings: EPS and revenues miss analyst expectations Second quarter 2025 results: EPS: US$0.036 (up from US$0.018 in 2Q 2024). Revenue: US$203.1m (up 1.2% from 2Q 2024). Net income: US$12.8m (up 92% from 2Q 2024). Profit margin: 6.3% (up from 3.3% in 2Q 2024). Revenue missed analyst estimates by 1.3%. Earnings per share (EPS) also missed analyst estimates by 1.4%. Revenue is forecast to grow 6.0% p.a. on average during the next 3 years, compared to a 9.9% growth forecast for the Healthcare Services industry in the US. Over the last 3 years on average, earnings per share has increased by 81% per year but the company’s share price has fallen by 22% per year, which means it is significantly lagging earnings. Valuation Update With 7 Day Price Move • Aug 07
Investor sentiment deteriorates as stock falls 28% After last week's 28% share price decline to US$3.47, the stock trades at a forward P/E ratio of 20x. Average trailing P/E is 59x in the Healthcare Services industry in the US. Total loss to shareholders of 54% over the past three years. Announcement • Aug 07
Goodrx Holdings, Inc. Provides Earnings Guidance for Full Year 2025 GoodRx Holdings, Inc. provided earnings guidance for full year 2025. For the full year 2025, the company expected revenue to be increased from 2024. Revenue in 2024 was $792.3 million. Announcement • Jul 29
GoodRx Holdings, Inc. Announces Appointment of Laura Jensen as Chief Commercial Officer and President of Pharma Solutions, Effective July 28, 2025 GoodRx Holdings, Inc. announced the appointment of Laura Jensen as Chief Commercial Officer and President of Pharma Solutions, effective July 28, 2025. In this role, Laura will lead the company’s Pharma Manufacturer Solutions offering and oversee strategic initiatives aimed at growing and enhancing innovative partnerships across the pharmaceutical industry. Her deep cross-sector experience uniquely positions her to help revolutionize how patients access and afford their medications through the GoodRx platform. Laura joins GoodRx from Amazon Pharmacy, where she served as Head of Manufacturer & Prescriber Business Development. There, she led strategic partnerships that reimagined how patients access and manage their medications across both Amazon Pharmacy and PillPack. Her team was responsible for developing integrated experiences that connect prescribers and pharmacy workflows, driving innovation in patient engagement and health outcomes. Prior to her time at Amazon Pharmacy and PillPack, Laura held influential roles at several leading pharmaceutical companies, including UCB and GlaxoSmithKline, where she led initiatives focused on sales, marketing, operations, and commercial innovation. Her cross-functional industry expertise and holistic view of the healthcare ecosystem will help ensure GoodRx continues pioneering new ways to advance patient access and affordability. Announcement • Jul 10
GoodRx Holdings, Inc. to Report Q2, 2025 Results on Aug 06, 2025 GoodRx Holdings, Inc. announced that they will report Q2, 2025 results After-Market on Aug 06, 2025 Valuation Update With 7 Day Price Move • Jun 10
Investor sentiment improves as stock rises 15% After last week's 15% share price gain to US$4.54, the stock trades at a forward P/E ratio of 27x. Average trailing P/E is 57x in the Healthcare Services industry in the US. Total loss to shareholders of 23% over the past three years. Announcement • Jun 07
Goodrx Open Sources Lifecycle to Support Innovation in Software Development Velocity and Developer Productivity GoodRx announced it is open-sourcing Lifecycle, a homegrown development tool designed to improve team velocity, streamline review workflows, and reduce infrastructure overhead. Lifecycle is now available to the public under the Apache 2.0 license, inviting developers and organizations to adopt, contribute to, and build upon the platform. The tool allows engineering, quality assurance, and platform teams to automatically spin up short-lived, isolated environments—known as ephemeral environments—for testing and reviewing code changes in real-world conditions. Internally, Lifecycle has helped GoodRx reduce deployment friction, improve cross-functional collaboration during code reviews, and lower costs tied to long-lived staging infrastructure. It reflects the company’s broader commitment to modern engineering practices and open collaboration. The open-source release is hosted on GitHub under the new GoodRxOSS organization. Developers can explore the code, access detailed documentation, and review contribution guidelines at https://github.com/GoodRxoss/lifecycle. GoodRx is also inviting developers, platform engineers, and contributors to join its growing community on Discord, where discussions and support around Lifecycle will be actively maintained. Join the conversation at https://discord.gg/E27ySEyrD5. Announcement • May 22
GoodRx to Launch Direct Contracting for Independent Community Pharmacies GoodRx announced that it will launch a new offering for independent community pharmacies - GoodRx Community Link - in June 2025. GoodRx Community Link will enable locally owned and operated pharmacies to directly contract with GoodRx on pricing and manage participation in the company's Integrated Savings Programs (ISP). Direct contracts leverage cost-plus models to provide independent pharmacies with more direct control over pricing and favorable margins. GoodRx is committed to helping independent pharmacies better manage pricing directly with GoodRx while continuing to provide consumers with affordable prices on their medications. Reported Earnings • May 09
First quarter 2025 earnings: EPS misses analyst expectations First quarter 2025 results: EPS: US$0.029 (up from US$0.003 loss in 1Q 2024). Revenue: US$203.0m (up 2.6% from 1Q 2024). Net income: US$11.1m (up US$12.1m from 1Q 2024). Profit margin: 5.4% (up from net loss in 1Q 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 21%. Revenue is forecast to grow 5.8% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Healthcare Services industry in the US. Over the last 3 years on average, earnings per share has increased by 59% per year but the company’s share price has fallen by 21% per year, which means it is significantly lagging earnings. Announcement • May 08
GoodRx Holdings, Inc. Provides Earnings Guidance for Second Quarter and Full Year 2025 GoodRx Holdings, Inc. provided earnings guidance for second quarter and full year 2025. For the second quarter, the company expected revenue to be up sequentially from the $203 million reported in the first quarter
For the full year 2025, the company expected revenue of $810 million - $840 million. Announcement • May 02
GoodRx Holdings, Inc., Annual General Meeting, Jun 03, 2025 GoodRx Holdings, Inc., Annual General Meeting, Jun 03, 2025. Announcement • Apr 10
GoodRx Holdings, Inc. to Report Q1, 2025 Results on May 07, 2025 GoodRx Holdings, Inc. announced that they will report Q1, 2025 results After-Market on May 07, 2025 Announcement • Apr 03
Goodrx Introduces New E-Commerce Experience for Retail Pharmacies GoodRx announced a new e-commerce experience for retail pharmacies that improves how consumers get their medications via the GoodRx platform. The company is launching the experience with Midwest-based retailer Hy-Vee. Now, when a person searches for their medication on GoodRx and selects Hy-Vee as their preferred pharmacy, the system will check for medication inventory, validate their prescription, and enable them to pay online before picking up their prescription in-store. This is part of GoodRx's broader strategy to deliver digital innovation that streamlines the prescription purchasing process for consumers while supporting retail pharmacy efficiency and profitability. How the e-commerce experience works: Checks inventory: When a consumer searches for a medication, GoodRx checks if it is available at the pharmacy and can be purchased online. Validates prescription: GoodRx confirms the consumer's prescription is on file and being filled to support a seamless pick-up experience at the pharmacy counter. For retail pharmacy partners, it streamlines pharmacists' workflows and offers a user-friendly online experience, with the goal of driving customer growth. GoodRx first announced its e-commerce solution last fall with the launch of a direct-to-consumer shopping experience with Opill, the first over-the-counter birth control pill. Consumer health and pharmaceutical brands looking to provide a frictionless experience for consumers can integrate their offerings directly within the GoodRx platform utilizing the functionality. GoodRx's e-commerce capability helps bridge online consumer engagement with prescription fulfillment, and shows GoodRx's commitment to removing friction from the system and simplifying the healthcare journey for patients throughout the U.S. Announcement • Mar 18
GoodRx Holdings, Inc. Announces Executive Changes GoodRx Holdings, Inc. announced the appointment of Aaron Crittenden as President of Rx Marketplace and Scott Pope, PharmD, as Chief Pharmacy Officer and Head of Clinical Engagement, effective immediately. Aaron will be responsible for the management and financial performance of GoodRx’s Rx Marketplace offering, working with key retail pharmacy, pharmacy benefit manager (PBM), employer, and manufacturer partners. He will also play a critical role in shaping GoodRx’s long-term growth strategy and serve as a strategic advisor to the CEO and President, helping to guide the company’s broader vision and business priorities. Since joining GoodRx in 2020, Aaron has played a pivotal role in building and scaling the business across multiple leadership positions. As Head of Manufacturer Solutions and then Chief Revenue Officer, Aaron helped launch the company’s Pharma Manufacturer Solutions offering and played a key role in growing revenue to $100M+ in just a few years. Prior to GoodRx, he founded ReMy Health, where he developed automation solutions for affordability programs and specialty medication access, and contributed to developing the infrastructure behind the PillPack data network. Earlier in his career, he held leadership roles at Allscripts, where he was responsible for oversight of electronic prescribing, pharma and pharmacy benefits manager (PBM) innovation, and its patient portal business. Scott will be responsible for all aspects of GoodRx’s relationships with physicians, pharmacists, nurses, and all healthcare professionals, including marketing and product development. This includes pharmacy strategy, clinical engagement, and industry partnerships. By joining GoodRx, Scott will continue his nearly 30 years of successful service in the U.S. healthcare system. His diverse experience ranges from providing direct patient care to executive level leadership, growing revenue streams, enhancing patient care, scaling infrastructure, and forging industry partnerships for companies including Premier, Inc., Hitachi, In Scope Ventures, and more. Major Estimate Revision • Mar 09
Consensus EPS estimates fall by 12% The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate fell from US$0.19 to US$0.167 per share. Revenue forecast steady at US$824.7m. Net income forecast to grow 369% next year vs 26% growth forecast for Healthcare Services industry in the US. Consensus price target of US$6.71 unchanged from last update. Share price fell 7.4% to US$4.61 over the past week. Board Change • Mar 02
Less than half of directors are independent Following the recent departure of a director, there are only 5 independent directors on the board. The company's board is composed of: 5 independent directors. 6 non-independent directors. Independent Director Kelly Kennedy was the last independent director to join the board, commencing their role in 2023. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model. Reported Earnings • Feb 28
Full year 2024 earnings: EPS misses analyst expectations Full year 2024 results: EPS: US$0.042 (up from US$0.022 loss in FY 2023). Revenue: US$792.3m (up 5.6% from FY 2023). Net income: US$16.4m (up US$25.3m from FY 2023). Profit margin: 2.1% (up from net loss in FY 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 46%. Revenue is forecast to grow 6.3% p.a. on average during the next 3 years, compared to a 9.6% growth forecast for the Healthcare Services industry in the US. Over the last 3 years on average, earnings per share has increased by 37% per year but the company’s share price has fallen by 32% per year, which means it is significantly lagging earnings. Announcement • Feb 27
GoodRx Holdings, Inc. Provides Revenue Guidance for the First Quarter and Full Year of 2025 GoodRx Holdings, Inc. provided revenue guidance for the first quarter and full year of 2025. For the first quarter, the company expects revenue of $201 million - $205 million.
For the year, the company expects revenue of $810 million - $840 million. Announcement • Feb 06
GoodRx Appoints Christopher A. McGinnis as Chief Financial Officer GoodRx announced that Christopher A. McGinnis has been appointed as Chief Financial Officer, effective February 4, 2025. Chris brings 30 years of extensive financial experience across the healthcare industry to his new role. Chris will join GoodRx following his role as CEO of CitizensRx, where he led the company in providing pharmacy benefit management services to commercial clients. Before that, Chris held various executive roles at Lumeris /Essence Healthcare, a Medicare Advantage plan and value-based healthcare operator, including serving as its Chief Financial Officer and Executive Vice President of Operations where he oversaw all aspects of health plan operations, value-based services, and technology. Prior to that, as Chief Accounting Officer at Express Scripts Holding Company, Chris had overall responsibility for accounting, SEC reporting and compliance, tax strategy and investor relations for one of the large pharmacy benefit managers in the country. Announcement • Jan 31
GoodRx Holdings, Inc. to Report Q4, 2024 Results on Feb 27, 2025 GoodRx Holdings, Inc. announced that they will report Q4, 2024 results Pre-Market on Feb 27, 2025 Announcement • Jan 23
GoodRx Holdings, Inc. Announces Director and Committee Changes January 21, 2025, the Board of Directors of GoodRx Holdings, Inc., upon the recommendation of its Nominating and Corporate Governance Committee, appointed Scott Wagner as a Class II director of the Company. Mr. Wagner’s term will expire at the Company’s 2025 Annual Meeting of Stockholders and until his successor is elected and qualified or until his earlier death, resignation or removal. The Board also appointed Mr. Wagner as the Chair of the Board’s Compensation Committee, and appointed Mr. Wagner as a Co-Chair of the Board, to serve in such role together with the existing Chair (now to be referred to as Co-Chair), Trevor Bezdek. Mr. Wagner, 53, served as the Company’s Interim Chief Executive Officer from April 2023 to January 2025 . Mr. Wagner joins the Board with more than 25 years of executive leadership experience, including his tenure as Chief Executive Officer and President/Chief Operating Officer/Chief Financial Officer at GoDaddy, which saw the company expanded its services globally and tripling in revenue, reaching nearly $3 billion. Prior to GoDaddy, Mr. Wagner served as a Partner at KKR, a global investment company, where he worked from 2000 to 2012 as one of the leads of KKR’s Capstone team. Mr. Wagner holds a B.A. degree in Economics from Yale University and an M.B.A. degree from Harvard Business School. The Board believes Mr. Wagner is qualified to serve as a director due to his experience serving as Interim Chief Executive Officer of the Company, as well as his experience serving as a director and officer for high-growth tech companies. On January 21, 2025, Simon Patterson resigned as a member of the Board and as a member of the Board’s Nominating and Corporate Governance Committee and Innovation Committee. The vacancy created by Mr. Patterson’s resignation was filled by Mr. Wagner’s election. Mr. Patterson’s decision to resign is not the result of any disagreement with the Company or its management on any matter relating to the Company’s operations, policies or practices. Announcement • Jan 16
GoodRx Holdings, Inc. Announces CFO Changes, Effective January 17, 2025 On January 7, 2025, Karsten Voermann submitted his resignation as Chief Financial Officer of GoodRx Holdings, Inc., effective January 17, 2025 (the “Effective Date”) for personal reasons. Mr. Voermann’s resignation was not a result of any disagreement between the Company and Mr. Voermann on any matter related to the operations, policies, or practices of the Company. On January 10, 2025, the Board of Directors (the “Board”) of the Company appointed Romin Nabiey, the Company’s current Chief Accounting Officer, as Interim Chief Financial Officer of the Company, effective as of the Effective Date, while the Company undertakes a search to identify a permanent successor. The Board designated Mr. Nabiey as principal financial officer, effective as of the Effective Date. For the avoidance of doubt, Mr. Nabiey will continue to serve as the Company’s Chief Accounting Officer and principal accounting officer. Romin Nabiey, 38, has served as the Company’s Chief Accounting Officer since April 2022. From May 2017 to April 2022, Mr. Nabiey served in various controllership roles at the Company, including as Senior Vice President, Corporate Controller from September 2020 to April 2022, Vice President, Finance & Corporate Controller from January 2019 to September 2020, and Controller from May 2017 to December 2019. Prior to joining the Company, Mr. Nabiey served in management-level accounting and finance roles at Doctor Evidence, LLC and NantWorks, LLC. Prior to those roles, Mr. Nabiey worked as an auditor at Ernst & Young. Mr. Nabiey is a licensed CPA and holds a B.A. in Accounting and a B.A. in Finance from California State University, Fullerton. Announcement • Jan 08
GoodRx Unleashes "GoodRx for Pets," Simplifying Access and Reducing Costs for Pet Medications GoodRx announced a new GoodRx for Pets experience that provides a more affordable and convenient way for Americans to access pet medications. Through GoodRx for Pets, pet owners can find savings and have pet medications delivered right to their door. GoodRx for Pets provides a seamless experience for pet owners, combining convenience, affordability, and accessibility in one place. With GoodRx for Pets, pet parents can now: Find savings on pet medications: Using GoodRx, pet owners can save up to 80% on medications for themselves and their pets, including pet medications for common pet conditions like allergies, anxiety, diabetes, pain, and seizures that are available at more than 70,000 retail pharmacies nationwide. Skip the trip to the pharmacy:GoodRx now offers an integrated e-commerce experience, powered by Allivet, that allows pet owners to order medications and have them delivered right to their door. For the first time, GoodRx users can access pet-specific medications that aren’t available in retail pharmacies via the platform. Keep up with ones pet’s health: GoodRx offers expert-created articles and videos on pet health so one can get the best care for ones dogs, cats, and other pets. Announcement • Dec 19
GoodRx Holdings, Inc. Appoints Wendy Barnes as CEO Starting January 1, 2025 Wendy Barnes will become the new CEO of GoodRx Holdings, Inc. starting January 1, 2025. Wendy Barnes brings with her a wealth of experience from her time in pharmacy benefit management (PBM), pharmacies, and pharmaceutical companies. She previously held the position of CEO at RxBenefits, a company specializing in pharmacy benefit optimization, which supports over 2,000 self-insured clients and covers more than three million individuals. Before her tenure at RxBenefits, Barnes was President of Express Scripts Pharmacy and also served as Group Vice President at Rite Aid. GoodRx, known for its straightforward and user-friendly products, operates within a complex legal and regulatory framework. Barnes brings to GoodRx over three decades of leadership experience in the pharmacy and medical benefit sectors. Reported Earnings • Nov 08
Third quarter 2024 earnings: EPS misses analyst expectations Third quarter 2024 results: EPS: US$0.01 (up from US$0.093 loss in 3Q 2023). Revenue: US$195.3m (up 8.5% from 3Q 2023). Net income: US$3.97m (up US$42.5m from 3Q 2023). Profit margin: 2.0% (up from net loss in 3Q 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 59%. Revenue is forecast to grow 7.9% p.a. on average during the next 3 years, compared to a 9.6% growth forecast for the Healthcare Services industry in the US. Over the last 3 years on average, earnings per share has increased by 80% per year but the company’s share price has fallen by 51% per year, which means it is significantly lagging earnings. Price Target Changed • Nov 08
Price target decreased by 8.7% to US$8.65 Down from US$9.47, the current price target is an average from 17 analysts. New target price is 77% above last closing price of US$4.89. Stock is up 2.1% over the past year. The company is forecast to post earnings per share of US$0.056 next year compared to a net loss per share of US$0.022 last year. Announcement • Nov 07
GoodRx Holdings, Inc. Provides Earnings Guidance for the Fourth Quarter and Full Year 2024 GoodRx Holdings, Inc. provided earnings guidance for the fourth quarter and full year 2024. For the quarter, the company expects revenue of $200 million.
For the full year 2024, the company expects revenue of $794 million. Announcement • Oct 31
GoodRx Unveils New E-Commerce Platform, Launches with Opill GoodRx Holdings, Inc. announced the rollout of its new e-commerce solution, with Opill® as its launch partner. This new seamless direct-to-consumer shopping experience allows consumers to order eligible health products and medications on the GoodRx platform and have them shipped directly to their door. Not only does this mark GoodRx’s entry into the over-the-counter (OTC) market, but it offers valuable partnership opportunities for consumer health and pharmaceutical brands looking to leverage GoodRx’s extensive reach and scale. The introduction of this new e-commerce service is part of GoodRx’s broader strategy to further integrate health and wellness brands into its platform, streamlining the purchasing process and increasing accessibility of essential products and medications. Now, consumers have another way of conveniently ordering Opill contraception directly to their doorsteps without the need for a doctor visit or prescription. This new GoodRx capability allows consumer health and pharmaceutical brands looking to provide a frictionless experience for consumers to integrate their offerings directly within the GoodRx platform. The GoodRx and Opill partnership addresses significant gaps in healthcare access, particularly for the more than 19 million women living in areas with limited contraceptive services. By removing major obstacles such as high costs and logistical challenges, this initiative provides another avenue for direct access to OTC birth control, empowering women to take control of their reproductive health with ease and without a visit to a doctor. Leveraging deep insights into consumer health behavior, GoodRx’s new e-commerce experience aligns with the surge in consumer demand for more autonomy over healthcare management, a trend accelerated by the global COVID-19 pandemic. By addressing traditional healthcare hurdles, GoodRx is empowering consumers to manage their healthcare more effectively and independently, and enabling partners to improve visibility and accessibility for their medications. Announcement • Oct 11
GoodRx Holdings, Inc. to Report Q3, 2024 Results on Nov 07, 2024 GoodRx Holdings, Inc. announced that they will report Q3, 2024 results Pre-Market on Nov 07, 2024 Recent Insider Transactions Derivative • Oct 09
Key Executive exercised options and sold US$252k worth of stock On the 8th of October, Scott Wagner exercised options to acquire 36k shares at no cost and sold these for an average price of US$7.05 per share. This trade did not impact their existing holding. For the year to December 2023, Scott's total compensation was 5% salary and 95% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since December 2023, Scott's direct individual holding has increased from 182.90k shares to 367.56k. Company insiders have collectively sold US$2.5m more than they bought, via options and on-market transactions in the last 12 months. Recent Insider Transactions Derivative • Sep 11
Key Executive exercised options and sold US$276k worth of stock On the 8th of September, Scott Wagner exercised options to acquire 36k shares at no cost and sold these for an average price of US$7.71 per share. This trade did not impact their existing holding. For the year to December 2023, Scott's total compensation was 5% salary and 95% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since December 2023, Scott's direct individual holding has increased from 182.90k shares to 332.75k. Company insiders have collectively sold US$2.3m more than they bought, via options and on-market transactions in the last 12 months. Recent Insider Transactions • Aug 15
Chief Accounting Officer recently sold US$535k worth of stock On the 12th of August, Romin Nabiey sold around 79k shares on-market at roughly US$6.77 per share. This transaction amounted to 55% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Despite this recent sale, insiders have collectively bought US$448k more than they sold in the last 12 months. Recent Insider Transactions Derivative • Aug 09
Key Executive exercised options and sold US$308k worth of stock On the 8th of August, Scott Wagner exercised options to acquire 36k shares at no cost and sold these for an average price of US$8.61 per share. This trade did not impact their existing holding. For the year to December 2023, Scott's total compensation was 5% salary and 95% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since December 2023, Scott's direct individual holding has increased from 182.90k shares to 297.93k. Company insiders have collectively sold US$1.7m more than they bought, via options and on-market transactions in the last 12 months. Announcement • Aug 08
GoodRx Holdings, Inc. Revises Earnings Guidance for the Full Year 2024 GoodRx Holdings, Inc. revised earnings guidance for the full year 2024. For the year, the company expects revenue of Low end of its previous ~$800 million - $810 million range. 
