Xponential Fitness (XPOF) Q4 Earnings: Taking a Look at Key Metrics Versus Estimates

Core Insights - Xponential Fitness reported a revenue of $83.22 million for the quarter ended December 2024, reflecting a year-over-year decline of 7.7% and an EPS of -$0.18 compared to $0.08 in the same quarter last year [1] - The revenue exceeded the Zacks Consensus Estimate of $80.61 million by 3.24%, while the EPS fell short of the consensus estimate of $0.44 by 140.91% [1] Revenue Breakdown - Franchise revenue was $45.29 million, surpassing the average estimate of $44.30 million, with a year-over-year increase of 15.9% [4] - Franchise marketing fund revenue reached $9.21 million, exceeding the average estimate of $8.66 million, marking a year-over-year increase of 22.5% [4] - Merchandise revenue was $6.12 million, slightly below the average estimate of $6.36 million, showing a significant year-over-year decline of 39.6% [4] - Other service revenue totaled $9.91 million, exceeding the average estimate of $6.42 million, with a year-over-year decrease of 42% [4] - Equipment revenue was reported at $12.69 million, below the average estimate of $14.63 million, reflecting a year-over-year decline of 22.5% [4] Stock Performance - Xponential Fitness shares have decreased by 29.9% over the past month, compared to a 7.4% decline in the Zacks S&P 500 composite [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating potential performance in line with the broader market in the near term [3]