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Wall Street Analysts Predict an 114.88% Upside in The Beachbody Company (BODI): Here's What You Should Know
ZACKS· 2025-08-14 14:56
Shares of The Beachbody Company, Inc. (BODI) have gained 27.3% over the past four weeks to close the last trading session at $5.04, but there could still be a solid upside left in the stock if short-term price targets of Wall Street analysts are any indication. Going by the price targets, the mean estimate of $10.83 indicates a potential upside of 114.9%.The average comprises three short-term price targets ranging from a low of $4.00 to a high of $15.50, with a standard deviation of $6.05. While the lowest ...
Health & Fitness Stocks Positioned for Strong 2025 Growth
ZACKS· 2025-08-12 14:35
An updated edition of the June 27, 2025, article.The health and fitness industry has grown from a niche interest into a powerhouse market, driven by a cultural shift toward healthier living. People are no longer content with occasional workouts; they are actively seeking better nutrition, structured fitness plans, and holistic wellness services. Gyms, supplements, and specialized programs are booming, while technology has made staying on track simpler than ever. Wearables, mobile apps, and online coaching n ...
The Beachbody Company (BODI) FY Conference Transcript
2025-08-12 14:30
Summary of The Beachbody Company (BODI) FY Conference Call - August 12, 2025 Company Overview - The Beachbody Company has been a significant player in the fitness industry for over 25 years, known for popular programs like P90X and Insanity [2][3] - The company underwent a financial turnaround after going public in 2021, transitioning from a multi-level marketing (MLM) model to a direct-to-consumer approach [4][7] Financial Performance - The breakeven revenue requirement was reduced from $900 million to $200 million, indicating a significant improvement in financial health [4][5] - Gross margin increased by over 1,000 basis points, with seven consecutive quarters of positive adjusted EBITDA totaling nearly $40 million [5][32] - The company has a market cap of $30 million with $25 million in debt and $25 million in cash, positioning it for future growth [32][25] Growth Strategy - The company plans to launch a retail line in 2026, introducing products like P90X and Shakeology into mainstream retail channels [8][9] - New fitness programs are being developed to coincide with retail product launches, enhancing the overall offering [9][15] - The company aims to leverage its existing subscriber base to cross-sell nutritional products, with a focus on health and longevity rather than just aesthetics [17][19] Market Position and Opportunities - The fitness market is seen as counter-cyclical, with the subscription cost being less than $0.50 a day, making it an attractive option even in weaker economic conditions [43][44] - The company is positioned to address broader health issues, targeting a large total addressable market (TAM) of overweight and obese individuals [56][67] - The introduction of new nutritional products is expected to capitalize on existing brand awareness, with over 60% recognition of the P90X supplement line before its launch [23][24] Competitive Landscape - The company differentiates itself by offering a vast library of high-quality fitness content, which is not easily replicable by competitors [55][67] - The shift from equipment-based fitness solutions to content-driven offerings provides agility and flexibility in responding to market trends [64][66] Future Outlook - The company anticipates significant growth in 2026 and 2027, with a focus on expanding its market presence and improving financial performance [25][32] - The management emphasizes the importance of communicating the company's value proposition to potential investors and consumers [25][52] Additional Insights - The impact of GLP-1 medications on weight loss is seen as an opportunity for the company, as users will need to maintain muscle mass through exercise [59][60] - The company is exploring partnerships with health insurance companies to promote at-home fitness solutions as an alternative to gym memberships [70][71]
Despite Fast-paced Momentum, The Beachbody Company (BODI) Is Still a Bargain Stock
ZACKS· 2025-08-11 13:51
Momentum investors typically don't time the market or "buy low and sell high." In other words, they avoid betting on cheap stocks and waiting long for them to recover. Instead, they believe that "buying high and selling higher" is the way to make far more money in lesser time.Everyone likes betting on fast-moving trending stocks, but it isn't easy to determine the right entry point. These stocks often lose momentum when their future growth potential fails to justify their swelled-up valuation. In that phase ...
The Beachbody Company (BODI) Upgraded to Buy: Here's What You Should Know
ZACKS· 2025-08-08 17:01
The Beachbody Company, Inc. (BODI) could be a solid addition to your portfolio given its recent upgrade to a Zacks Rank #2 (Buy). This upgrade is essentially a reflection of an upward trend in earnings estimates -- one of the most powerful forces impacting stock prices.A company's changing earnings picture is at the core of the Zacks rating. The system tracks the Zacks Consensus Estimate -- the consensus measure of EPS estimates from the sell-side analysts covering the stock -- for the current and following ...
The Beachbody Company(BODI) - 2025 Q2 - Quarterly Report
2025-08-06 21:33
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 or 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2025 or ☐ TRANSITION REPORT PURSUANT TO Section 13 or 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number: 001-39735 The Beachbody Company, Inc. (Exact name of registrant as specified in its charter) Delaware 85-3222090 (State or other jurisdiction o ...
The Beachbody Company, Inc. (BODI) Reports Q2 Loss, Tops Revenue Estimates
ZACKS· 2025-08-05 23:31
The Beachbody Company, Inc. (BODI) came out with a quarterly loss of $0.57 per share versus the Zacks Consensus Estimate of a loss of $0.93. This compares to a loss of $1.59 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of +38.71%. A quarter ago, it was expected that this company would post a loss of $1.33 per share when it actually produced a loss of $0.84, delivering a surprise of +36.84%.Over the last four quarters, the comp ...
The Beachbody Company(BODI) - 2025 Q2 - Earnings Call Transcript
2025-08-05 22:00
The Beachbody Company (BODI) Q2 2025 Earnings Call August 05, 2025 05:00 PM ET Speaker0Good afternoon. Thank you for attending today's Beachbody Company Inc. Second Quarter twenty twenty five Earnings Conference Call. My name is Matt, and I'll be the moderator for today's call. All lines will muted during the presentation portion of the call with an opportunity for questions and answers at the end.I would now like to pass the conference over to our host, Bruce Williams, Managing Director of ICR. You may pro ...
The Beachbody Company(BODI) - 2025 Q2 - Quarterly Results
2025-08-05 20:07
Exhibit 99.1 Beachbody (BODi) Reports Second Quarter Financial Results Revenues Better Than Guidance Gross Margin of 72%-up 300bps over prior year Net Loss Within Guidance Adjusted EBITDA Better Than Guidance Seventh Consecutive Quarter of Positive Adjusted EBITDA El Segundo, Calif. (August 5, 2025) – The Beachbody Company, Inc. (NYSE: BODi) ("BODi" or the "Company"), a leading fitness and nutrition company, today announced financial results for its second quarter ended June 30, 2025. Carl Daikeler, BODi's ...
Health & Fitness Stocks to Buy as the Wellness Trend Grows
ZACKS· 2025-06-27 13:01
Industry Overview - The health and fitness industry is experiencing significant growth, driven by increasing consumer interest in wellness, technology advancements, and rising concerns about obesity and mental health [2][3] - The global health and wellness market is projected to reach $11 trillion by 2034, with a compound annual growth rate (CAGR) of 5.4% from 2025 [4] Technology Integration - Technology, including wearable devices and digital platforms, is enhancing consumer engagement and health management [2][3] - Major tech companies like Apple and Amazon are entering the health space, with Apple offering real-time health data through its Apple Watch and Amazon acquiring One Medical to integrate AI with virtual care [3] Company Highlights Sprouts Farmers Market - Sprouts Farmers Market focuses on fresh, natural, and organic products, with its private-label brand accounting for 24% of sales [8] - The company operates over 440 stores across 24 states and is building its own distribution network to improve efficiency [8][9] - Online sales represent 15% of total sales, supported by partnerships with delivery services [9] - In 2024, 30% of total sales came from organic products, with plant-based offerings increasing by 27% [9] The Beachbody Company - The Beachbody Company offers a comprehensive health and fitness system, including digital workout programs and nutritional products [11] - The company shifted from a multi-level marketing model to a direct-to-consumer approach, reducing operating costs and improving customer access [11][12] - Plans for physical retail expansion include launching Shakeology products in late 2025 and new digital fitness programs [12] Hims & Hers Health - Hims & Hers Health provides a digital health platform covering various wellness needs, including mental health and weight management [13] - The company has launched weight loss programs and acquired an at-home lab testing provider to enhance its service offerings [14] - Hims & Hers serves nearly 2.4 million subscribers and focuses on preventative wellness through a technology-driven subscription model [15]