Core Insights - Planet Fitness, Inc. (PLNT) reported lower-than-expected first-quarter 2025 results, with adjusted earnings and revenues missing the Zacks Consensus Estimate, although both metrics increased year-over-year [1][4] - The company is facing macroeconomic volatility, increased costs, and expenses, particularly in SG&A and club operations [1][2] Financial Performance - Adjusted earnings per share (EPS) for Q1 2025 were 59 cents, missing the consensus estimate of 62 cents by 4.8%, while the prior-year quarter reported adjusted EPS of 53 cents [4] - Quarterly revenues were $276.7 million, lagging the consensus mark of $282 million by 1.7%, but rose 11.5% year-over-year due to new club openings and membership growth [4] - Adjusted EBITDA was $117 million, up 10% from $106.3 million reported in the year-ago quarter [5] Segment Performance - Franchise segment revenues rose 10.7% year-over-year to $115.2 million, with adjusted EBITDA of $84.9 million, up from $76.1 million [6] - Corporate-owned clubs generated revenues of $133.7 million, up 9.2% year-over-year, with adjusted EBITDA totaling $45.8 million, an increase from $42.4 million [7] - Equipment segment revenues totaled $27.8 million, up 28.7% year-over-year, with adjusted EBITDA rising to $7.4 million from $4.8 million [8] Cash and Debt Position - As of March 31, 2025, Planet Fitness had cash and cash equivalents of $343.9 million, up from $293.2 million at the end of 2024, while long-term debt decreased slightly to $2.14 billion [9] 2025 Outlook - For 2025, the company expects approximately 130-140 new equipment placements and 160-170 new club openings, with same-club sales growth projected in the 5-6% range [10] - Revenues are anticipated to increase approximately 10% from 2024 levels, with adjusted EBITDA and net income expected to grow around 10% and 8-9%, respectively [11] - Capital expenditures are now projected to increase approximately 20%, a revision from the previously expected 25% increase [12]

A Leading Global Franchisor of Boutique Health & Wellness Brands Q1 2025 FINANCIAL RESULTS As of March 31, 2025 Reported on May 8, 2025 LEGAL DISCLAIMER The information contained in this presentation is provided solely for the purpose of acquainting the readers with Xponential Fitness, Inc. (the "Company," "Xponential" or "we") and its business operations, strategies and financial performance. This presentation and any accompanying oral statements is not an offer to sell nor is it a solicitation of any offe ...

For the quarter ended March 2025, Xponential Fitness (XPOF) reported revenue of $76.88 million, down 3.3% over the same period last year. EPS came in at -$0.20, compared to $0.16 in the year-ago quarter.The reported revenue compares to the Zacks Consensus Estimate of $76.07 million, representing a surprise of +1.07%. The company delivered an EPS surprise of -233.33%, with the consensus EPS estimate being $0.15.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings - ...

Peloton Interactive reported strong results Thursday (May 8) for the third quarter, surpassing guidance on key metrics and showcasing progress on profitability. The company also raised its full-year fiscal 2025 guidance across several key financial measures.CEO Peter Stern highlighted achieving key metrics, improving member outcomes, expanding market reach, and enhancing efficiency during the company’s earnings call on Thursday.Personalized Plans, introduced in January, have been started by nearly 500,000 m ...

Xponential Fitness (XPOF) Q1 2025 Earnings Call May 08, 2025 04:30 PM ET Company Participants Patricia Nir - Senior Vice PresidentMark King - CEO & DirectorJohn Meloun - Chief Financial OfficerRandal Konik - Managing DirectorJoe Altobello - Managing DirectorChris O'cull - Managing DirectorRichard Magnusen - Senior Research AssociateJohn-Paul Wollam - Equity Research AssociateLogan Hennen - Equity Research Associate Conference Call Participants John Heinbockel - Senior MD & Equity Research AnalystJonathan Ko ...

Xponential Fitness (XPOF) Q1 2025 Earnings Call May 08, 2025 04:30 PM ET Speaker0 Good afternoon, ladies and gentlemen, and welcome to Exponential Fitness Inc. First Quarter twenty twenty five Earnings Call. At this time, note that all lines are in a listen only mode. Following the presentation, we will conduct a question and answer session. Also note that this call is being recorded on Thursday, 05/08/2025. And I would like to turn the conference over to Patricia Neare from ADDO Investor Relations. Please ...

Life Time Group (LTH) Q1 2025 Earnings Call May 08, 2025 10:00 AM ET Company Participants Connor Wienberg - VP-Capital Markets and IRErik Weaver - EVP & CFOBahram Akradi - Founder, Chairman and CEOJohn Baumgartner - Managing Director, Equity Research Conference Call Participants John Heinbockel - Senior MD & Equity Research AnalystBrian Nagel - MD & Senior Analyst - Consumer Growth & eCommerceAlex Perry - AnalystMegan Alexander - AnalystKate McShane - AnalystOwen Rickert - Senior Research Analyst Operator G ...

Life Time Group (LTH) Q1 2025 Earnings Call May 08, 2025 10:00 AM ET Speaker0 Greetings and welcome to Lifetime Group Holdings Inc. First Quarter twenty twenty five Earnings Conference Call. At this time, all participants are in a listen only mode. A question and answer session will follow the formal presentation. As a reminder, this conference is being recorded. It is now my pleasure to introduce your host, Conor Vienburg, Vice President of Capital Markets and Investor Relations. Please go ahead. Speaker1 ...

Fitness stock Peloton Interactive Inc (NASDAQ:PTON) is down 13.8% at $6.02, after the company's mixed fiscal third-quarter earnings results. Peloton posted losses of 12 cents per share, wider than the expected losses of 7 cents per share but still up 73% since the same quarter last year. The firm also lifted its 2025 outlook, while revenue of $624 million beat expectations but fell year-over-year. Though today's move might look dramatic, it's worth noting that PTON has averaged a 19% post-earnings swing -- ...

Core Insights - Planet Fitness reported revenue of $276.66 million for the quarter ended March 2025, marking an 11.6% year-over-year increase, with EPS of $0.59 compared to $0.53 a year ago [1] - The reported revenue fell short of the Zacks Consensus Estimate of $281.54 million, resulting in a surprise of -1.73%, while the EPS also missed the consensus estimate of $0.62 by -4.84% [1] Financial Performance Metrics - Total stores at the end of the period were 2,741, slightly below the estimated 2,746 [4] - Same-store sales increased by 6.1%, exceeding the estimated 5.4% [4] - Franchisee-owned same-store sales were reported at 6.2%, also above the estimated 5.4% [4] - Corporate-owned same-store sales were 5.1%, slightly above the 5% average estimate [4] - The company opened 19 new stores, below the average estimate of 23 [4] Revenue Breakdown - National advertising fund revenue was $21.94 million, surpassing the average estimate of $21.55 million, reflecting a year-over-year change of +10.9% [4] - Franchise revenue reached $93.24 million, slightly below the average estimate of $93.54 million, with a year-over-year increase of +10.7% [4] - Equipment segment revenue was $27.81 million, exceeding the average estimate of $27.36 million, with a significant year-over-year increase of +28.7% [4] - Corporate-owned stores segment revenue was $133.67 million, below the average estimate of $136.20 million, showing a year-over-year change of +9.2% [4] - Franchise segment revenue was $115.18 million, slightly above the estimated $115.09 million, with a year-over-year increase of +10.7% [4] Stock Performance - Planet Fitness shares have returned +7.6% over the past month, compared to the Zacks S&P 500 composite's +11.3% change [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating potential performance in line with the broader market in the near term [3]