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 March 31, 2022 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: 001-37534 PLANET FITNESS, INC. (Exact Name of Registrant as Specified in Its Charter) (State or Other Jurisdiction o ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K (Mark One) ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2021 ☐ 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 001-37534 PLANET FITNESS, INC. (Exact name of Registrant as specified in its Charter) (State or Other Jurisdiction of Incorporation or Organ ...

Planet Fitness, Inc. (NYSE:PLNT) Q4 2021 Earnings Conference Call February 22, 2022 8:00 AM ET Company Participants Chris Rondeau - CEO Tom Fitzgerald - CFO Dorvin Lively - President Stacey Caravella - VP, IR Conference Call Participants Simeon Siegel - BMO Capital Markets John Heinbockel - Guggenheim Alex Perry - Bank of America John Ivankoe - JPMorgan Brian Harbour - Morgan Stanley Sharon Zackfia - William Blair Jonathan Komp - Robert W. Baird Patrick Johnson - Stifel Financial Corp. Operator Hello, and w ...

Financial Data and Key Metrics Changes - In Q3 2021, total revenue increased by $49 million or 46.4% to $154.3 million from $105.4 million, driven by growth across all segments [21][20] - System-wide same-store sales grew by 7.2%, with franchisee same-store sales increasing by 7.4% and corporate store same-store sales rising by 3.1% [20][21] - Adjusted EBITDA for the quarter was $62.2 million compared to $32 million in the previous year [24] Business Line Data and Key Metrics Changes - Franchise segment revenue reached the highest level in company history, with growth attributed to royalties, web join fees, and equipment placement fees [9][21] - Equipment segment revenue increased due to higher equipment sales to existing franchisee-owned stores, with replacement equipment accounting for 54% of total equipment revenue [21][22] Market Data and Key Metrics Changes - Membership levels reached 97% of the all-time peak, with over 15 million members by the end of Q3 2021 [6][16] - 40% of new joins in Q3 were first-time gym members, indicating a strong trend in attracting non-gym members [14][16] Company Strategy and Development Direction - The company aims to capitalize on industry consolidation and the renewed focus on health and wellness post-pandemic [8][9] - Plans to open 110 to 120 new locations in 2021, reflecting franchisee enthusiasm and a favorable real estate environment [10][27] - Transitioning from 16 marketing agencies to one, Publicis Groupe, to enhance marketing efficiency and consistency [11][12] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in emerging stronger from the pandemic, with a faster-than-expected recovery [19][20] - The company anticipates continued growth in membership and revenue, driven by a focus on health and wellness and franchisee investment [29][18] Other Important Information - The company reported total cash and cash equivalents of $585.8 million as of September 30, 2021, compared to $515.8 million at the end of 2020 [25] - Long-term debt stood at $1.78 billion, with sufficient headroom for maintenance covenants [26] Q&A Session Summary Question: Can you provide perspective on store guidance and expansion? - Management indicated that the increase in store guidance reflects franchisee enthusiasm and a strong pipeline for new sites, with opportunities for market penetration in various regions [34] Question: What updates can you provide on partnerships and their impact on churn? - The company is enhancing member value through partnerships, such as with Shell, which is expected to improve customer satisfaction and retention [35][36] Question: What are the current trends in customer usage and churn? - Usage is approximately 90% of 2019 levels, with no significant regional changes noted, and about 30% to 40% of members using the club in a 30-day period [42] Question: How is the pricing pilot for the Black Card progressing? - The pricing test is ongoing, with potential adjustments based on the value added to the membership [71] Question: What is the outlook for G&A expenses moving forward? - The increase in G&A is primarily due to higher incentive compensation, with expectations for significant G&A leverage as revenue grows [64][66]

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 September 30, 2021 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: 001-37534 PLANET FITNESS, INC. (Exact Name of Registrant as Specified in Its Charter) (State or Other Jurisdicti ...

Planet Fitness, Inc. (NYSE:PLNT) Q2 2021 Earnings Conference Call August 9, 2021 4:30 PM ET Company Participants Stacey Caravella - VP of IR Christopher Rondeau - CEO & Director Thomas Fitzgerald - CFO Dorvin Lively - President Conference Call Participants John Ivankoe - JPMorgan Chase & Co. Randal Konik - Jefferies Oliver Chen - Cowen and Company Adam Kozek - Raymond James & Associates Jonathan Komp - Robert W. Baird & Co. John Heinbockel - Guggenheim Securities Simeon Siegel - BMO Capital Markets Peter Ke ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 (Exact Name of Registrant as Specified in Its Charter) (State or Other Jurisdiction of Incorporation or Organization) (I.R.S. Employer Identification No.) 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, 2021 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from ___________to _ ...

0 as INVESTOR PRESENTATION June 2020 Disclaimers Forward-looking statements This presentation contains certain forward-looking statements within the meaning of the federal securities laws, which involve risks and uncertainties. Forward-looking statements include the Company's expected store openings, growth potential, future earnings, revenue growth related to future equipment sales, and other statements, approximations, estimates and projections that do not relate solely to historical facts. Forward-lookin ...

Financial Data and Key Metrics Changes - Total revenue for Q1 2021 was $111.9 million, down from $127.2 million in the prior year, primarily due to lower equipment revenue and deferred revenue from store closures [33] - Adjusted EBITDA decreased to $43.7 million from $46.5 million year-over-year, with adjusted net income at $9.1 million, down $0.06 per diluted share [42] - Same-store sales in Q1 were down 14.9%, with franchise down 14.7% and corporate-owned down 18.2%, largely driven by a decline in membership levels [30] Business Line Data and Key Metrics Changes - Franchise segment revenue increased to $64.1 million from $58.5 million, a 9.5% increase, driven by higher royalty revenue [34] - Corporate-owned store segment revenue decreased to $37.9 million from $40.5 million, attributed to lower membership fees and some store closures [38] - Equipment segment revenue decreased by 64.7% to $9.9 million, driven by lower new store equipment and replacement equipment sales [39] Market Data and Key Metrics Changes - Membership grew to 14.1 million by the end of March 2021, up from 13.5 million at the end of 2020, with 14.3 million members by the end of April [10][11] - Usage in the Midwest and South regions is nearly 90% of 2019 levels, while overall usage is trending upward, particularly among Gen Z [14] - The company has nearly all stores open, with approximately 30 clubs still closed in Canada [13] Company Strategy and Development Direction - The company is focusing on a digital strategy, with nearly 50% of members using the Planet Fitness app, and testing a digital-only subscription model [15][16] - Plans to pilot bundled offerings for both Classic and Black Card memberships, aiming to enhance member engagement and retention [17] - The company believes it can capture a larger market share as approximately 17% of U.S. gyms have closed due to COVID-19, with a projected increase to 25% [20] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about long-term growth, citing a shift in consumer focus towards health and wellness post-pandemic [21] - The company anticipates a fitness boom as more Americans prioritize wellness, with a strong belief in their value proposition [20] - Management noted that franchisees are eager to reinvest in their store portfolios and capitalize on industry consolidation opportunities [26] Other Important Information - The company has deepened its partnership with iFIT Health & Fitness by taking a minority stake, enhancing digital content offerings [18] - Franchisees are expected to open 75 to 100 new stores in 2021, with 22 new stores opened in Q1 [26][31] - The company has a strong balance sheet with total cash and cash equivalents of $503.9 million as of March 31, 2021 [43] Q&A Session Summary Question: Impact of California churn on net member growth - Management indicated that the impact from California was minimal due to the small number of stores in that market, and cancellations have normalized [51] Question: Trends among different age cohorts - Management noted that Gen Z is leading in new joins, while older cohorts are starting to return as vaccination rates increase [53] Question: Long-term vision for the business and omni-channel strategy - Management emphasized the importance of providing services outside the gym to enhance member retention and experience [55] Question: Marketing cadence and Teen Summer Challenge - The Teen Summer Challenge has been postponed until next year due to occupancy limitations, while marketing efforts will be adjusted based on seasonality [60] Question: Membership trends in reopened markets - Usage in reopened markets is over 90%, and management expects similar trends as more locations reopen [68] Question: Store openings and franchisee marketing strategies - Franchisees are actively marketing to members of closed gyms, often acquiring member lists to facilitate seamless transitions [81]

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 March 31, 2021 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: 001-37534 PLANET FITNESS, INC. (Exact Name of Registrant as Specified in Its Charter) (State or Other Jurisdiction o ...