Planet Fitness (NYSE:PLNT) Q4 2025 Earnings call February 24, 2026 08:00 AM ET Company ParticipantsChris O'Cull - Managing DirectorColleen Keating - CEOJay Stasz - CFOMax Rakhlenko - Managing DirectorStacey Caravella - VP of Investor RelationsStephen Grambling - Managing DirectorConference Call ParticipantsJonathan Komp - Senior Research AnalystJoseph Altobello - Managing Director and Senior AnalystRahul Krotthapalli - Equity Research AnalystRandy Konik - Managing Director and Senior Equity AnalystNone - An ...

Planet Fitness (NYSE:PLNT) Q4 2025 Earnings call February 24, 2026 08:00 AM ET Speaker7Good morning, thank you for joining today's Planet Fitness Q4 Earnings Conference Call. After prepared remarks by management, there will be an opportunity to ask questions. Please limit yourself to one question and one follow-up. If you have additional questions, please rejoin the queue. I would now like to hand the call over to Stacy Caravella, Vice President, Investor Relations, for opening remarks. Please go ahead.Spea ...

Planet Fitness logged higher profit and revenue in the fourth quarter as it added members and opened locations, and the company forecast continued growth in the year ahead. ...

Exhibit 99.1 Planet Fitness, Inc. Announces Fourth Quarter and Year-End 2025 Results Full-year system-wide same club sales increase of 6.7% Net membership growth of 1.1 million in 2025 Opened 181 new Planet Fitness clubs in 2025 Hampton, NH, February 24, 2026 - Today, Planet Fitness, Inc. (NYSE: PLNT) reported financial results for its fourth quarter and year ended December 31, 2025. Fourth Quarter Fiscal 2025 Highlights Fiscal Year 2025 Highlights "We're pleased with our strong performance in 2025 that was ...

Planet Fitness, Inc. Announces Fourth Quarter and Year-End 2025 Results [Accessibility Statement] Skip NavigationFull-year system-wide same club sales increase of 6.7%Net membership growth of 1.1 million in 2025Opened 181 new Planet Fitness clubs in 2025HAMPTON, N.H., Feb. 24, 2026 /PRNewswire/ -- Today, Planet Fitness, Inc. (NYSE: PLNT) reported financial results for its fourth quarter and year ended December 31, 2025.Fourth Quarter Fiscal 2025 Highlights- Ended the year with cash and marketable securities ...

Core Viewpoint - Planet Fitness, Inc. (PLNT) is expected to report its fourth-quarter 2025 results on February 24, with positive projections for earnings and revenues, driven by new club openings and membership growth [1][9]. Earnings and Revenue Estimates - The Zacks Consensus Estimate for earnings per share (EPS) has risen to 78 cents, reflecting an 11.4% increase from 70 cents in the same quarter last year [2]. - Revenue estimates stand at $365.1 million, indicating a 7.2% growth from $340.5 million reported in the previous year [2]. Growth Drivers - Revenue growth is anticipated due to strong performance in the equipment segment, new club openings, and a favorable shift towards higher-tier Black Card memberships [3]. - Pricing actions and steady membership trends are expected to contribute positively to quarterly performance [3]. Challenges - Elevated attrition rates following the introduction of click-to-cancel functionality have impacted net membership growth, although these rates have started to moderate [4]. - Rising corporate operating expenses due to new club openings and international expansion may exert near-term margin pressure [7]. Revenue Breakdown - Franchise and Corporate-Owned clubs revenues are projected to increase by 8.8% to $97.4 million and by 8.6% to $137.2 million, respectively [5]. - Total Equipment revenues are expected to rise by 5.3% to $110.7 million [5]. Profitability Factors - The bottom line is expected to benefit from SG&A leverage, disciplined cost management, and improved marketing efficiency [6]. - The franchise model's high margins and a favorable real estate environment are expected to support long-term profitability [6]. Earnings Prediction - The model indicates a strong likelihood of an earnings beat for Planet Fitness, supported by a positive Earnings ESP of +1.71% and a Zacks Rank of 3 [8][10].

Core Insights - Planet Fitness is collaborating with BGC Canada to support community initiatives through a nationwide fundraiser in honor of Pink Shirt Day, aligning with Family Day celebrations [1][2] - The campaign runs from February 16 to 27, encouraging donations to BGC Canada to support programs that provide safe spaces for youth [1][2] Company Overview - Planet Fitness is one of the largest and fastest-growing fitness center franchisors and operators, with approximately 20.8 million members and 2,896 clubs as of December 31, 2025 [5] - The company's mission is to enhance lives by providing a welcoming fitness experience, known as the Judgement Free Zone, with about 90% of clubs operated by independent business owners [5] Partnership Details - The partnership aims to promote kindness and inclusivity in communities, with Pink Shirt Day on February 25 dedicated to creating safe spaces for youth [2][4] - Team members at select clubs will wear BGC branded pink shirts and engage in activities that inspire positivity and community connection [3][4] Community Engagement - Community members are encouraged to participate in Pink Shirt Day activities, both in-club and online, to spread messages of kindness [4] - Planet Fitness will offer a $1 down membership promotion from February 17 to 27 and host a free Family Day Open House from February 16 to 22 [5] BGC Canada Overview - BGC Canada has been serving Canadian youth for over 125 years, operating over 600 locations nationwide and providing programs that support self-expression, academics, and mental wellness [6]

Core Viewpoint - Planet Fitness has appointed Steve Beard, the Chairman and CEO of Covista Inc., to its Board of Directors, expanding the board to nine members, which reflects the company's commitment to enhancing its governance and strategic direction [1][4]. Company Overview - Planet Fitness is one of the largest and fastest-growing fitness center operators globally, with approximately 20.8 million members and 2,896 clubs across various regions including the U.S., Canada, and several countries in Latin America and Europe as of December 31, 2025 [5]. - The company's mission is to enhance people's lives by providing a high-quality fitness experience in a welcoming environment known as the Judgement Free Zone®, with about 90% of its clubs operated by independent franchisees [5]. Leadership Background - Steve Beard has a strong background in healthcare education, having led Covista Inc. to become America's largest healthcare educator, serving over 97,000 students and 385,000 alumni [2]. - Prior to his role at Covista, Beard held positions as Chief Operating Officer and General Counsel, and he has extensive experience in corporate law, particularly in mergers and acquisitions [3]. Strategic Importance of Appointment - Beard's appointment is seen as a strategic move to bring new perspectives and expertise in healthcare, strategy, and corporate governance to Planet Fitness, which is crucial for driving sustainable growth [4]. - The leadership at Planet Fitness believes that Beard's insights will contribute significantly to the brand's success and shareholder value, especially in a time when health and wellness are increasingly prioritized [4].

Core Insights - Life Time Group Holdings, Inc. (LTH) is a significant player in the health and wellness industry, operating fitness centers across the U.S. and offering a comprehensive lifestyle approach [1] Stock Performance - LTH's stock price has increased by approximately 5.07% over the past month, indicating strong investor interest and positive market sentiment [2][5] - In the last 10 days, the stock has experienced a slight decline of about 2.93%, which may present a strategic entry point for investors [2][5] Growth Potential - LTH has a projected stock price growth of 49.15%, suggesting substantial room for appreciation and making it attractive for growth-oriented investors [3][5] - Analysts have set a target price of $43 for LTH, indicating confidence in the company's ability to deliver value to shareholders [4]

Core Viewpoint - Lowe's Companies Inc. is recognized for its consistent dividend growth, making it an attractive option for investors focused on steady income [3]. Group 1: Company Overview - Lowe's operates as a broad-based home improvement retailer, providing products for construction, maintenance, repair, remodeling, and home decoration [5]. Group 2: Financial Performance - TD Cowen raised its price target for Lowe's from $250 to $295 while maintaining a Hold rating, indicating a positive outlook within the broader hardlines sector [2]. - The company has increased its dividend by over 300% in the past decade, showcasing its commitment to returning value to shareholders [3]. Group 3: Market Dynamics - Concerns regarding a housing slowdown may be exaggerated, as tight housing supply often leads homeowners to invest in home improvement rather than purchasing new homes, which can sustain demand for renovation projects [4].