A 46-Chart Look Into HCIT Datapoints: Online Behavioral and DTC GLP Growing

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A 46-Chart Look Into HCIT Datapoints: Online Behavioral and DTC GLP Growing

USA | Healthcare Dist. & Tech. EquityJuneResearch26, 2026

Exhibit 1 - DTC Telehealth GLP Market WebA 46-Chart Look Into HCIT Datapoints: Online

Traffic

25,000,000Behavioral and DTC GLP Growing

20,000,000

Visits 15,000,000We combine several alt data sources and looked at May trends to gain insights Web

10,000,000into current trends for several HCIT companies. Online behavioral health and Monthly

GLP telehealth interest is steady & growing; HIMS continues to take share while 5,000,000

BetterHelp (TDOC) struggles; and ODD web traffic is growing, but social media 0

engagement continues to decline. GDRX data suggests an inflection in MACs, .Source:HIMS TotalJefferies,lifemd.com SimilarWebnoom.com openloophealth.com ro.co sesamecare.com weightwatchers.com

while HQY data points to further adoption of marketplace.

Exhibit 2 - Online Behavioral Health Market

Web Traffic

35,000,000Online Behavioral Health Interest Continues To Grow; Web Visits +30.9% Y/Y, While App

Downloads -17.2% & Users -20.1%. 30,000,00025,000,000

Visits 20,000,000

Web

15,000,000• TDOC saw web visits decline -19% Y/Y, driven a -30.8% Y/Y decline in BetterHelp, despite Monthly 10,000,000

teladoc.com growing visits +32.9% Y/Y. 5,000,000

TDOC app data showed downloads declining -25.3% Y/Y driven by bigger declines in Teladoc 0•

Health (-28.7% Y/Y) than in BetterHelp (-16.9% Y/Y); while users declined -19.4% Y/Y, driven by betterhelp.com lifestance.com brightside.com growtherapy.com headspace.com

bigger declines in BetterHelp (-22% Y/Y) than Teladoc Health (-16.3% Y/Y). .Source: Jefferies,headway.co SimilarWebhealth.calm.com helloalma.com rula.com talkspace.com