Aligns key moments across the year to mobilize F45’s global community in support of cancer charities worldwideAustin, Texas, Feb. 04, 2026 (GLOBE NEWSWIRE) -- Aligned with World Cancer Day, F45 Training today announced a new global partnership with Battle Cancer, aligning the brand’s 2026 fundraising initiatives with the world’s leading fitness fundraising platform to support cancer charities worldwide. Through the partnership, F45 Training will integrate Battle Cancer–led workouts and fundraising activatio ...

IRVINE, Calif.--(BUSINESS WIRE)--Xponential Fitness, a curator of leading globally and nationally recognized boutique fitness and wellness brands, is proud to announce that all five of its brands ranked on Entrepreneur Magazine's 2025 Franchise 500 list. All of the brands are celebrating multiple years in a row on the coveted list, demonstrating the strength of Xponential Fitness' portfolio, the enduring appeal of their many fitness modalities, and continued dedication to excellence in fitness. ...

分组1 - Voss Capital's funds returned +5.0% and +4.9% in Q3 2025, underperforming the Russell 2000 Index (+12.4%), Russell 2000 Value Index (+12.6%), and S&P 500 Index (+8.3%) [1] - The Voss Value Master Fund had a total gross exposure of 205.4% and a net long exposure of 95.8% as of September 30, 2025 [1] - The top 10 long positions accounted for 77.8% of the fund, while the top 10 short positions represented -43.5% [1] 分组2 - Xponential Fitness, Inc. (NYSE:XPOF) had a one-month return of 3.10% but lost 56.99% of its value over the last 52 weeks, closing at $6.65 per share with a market capitalization of $325.232 million on December 01, 2025 [2] - Voss Capital views Xponential Fitness as having an asymmetric risk/reward profile, trading at approximately 7x 2025 estimated EBITDA and ~6x consensus 2026 EBITDA, which is a 66% discount compared to its peer Planet Fitness [3] - Despite a reported revenue decline from $80.5 million in Q3 2024 to $78.8 million in Q3 2025, Voss Capital believes the market's bearish narrative overlooks positive unit economics and intrinsic value [4]

Core Points - Planet Fitness franchise groups, including National Fitness Partners, Taymax, and TG3E, raised over $62,700 for St. Jude Children's Research Hospital during a month-long campaign [1][2] - The campaign involved encouraging members to donate at over 400 Planet Fitness locations and track their mileage on treadmills, resulting in over 200,000 miles and nearly $20,000 raised [2] - National Fitness Partners operates 200 Planet Fitness locations and is the largest franchisee within the Planet Fitness system, backed by Argonne Capital [4] Company Contributions - National Fitness Partners, Taymax, and TG3E collaborated to support St. Jude's mission, emphasizing the importance of partnerships in creating meaningful impacts for children and families [3] - The fundraising efforts are part of a broader commitment to community health and support for childhood cancer research, with St. Jude's survival rate for childhood cancer increasing from 20% to over 80% since its opening [3] Industry Context - The fitness industry is increasingly engaging in philanthropic efforts, as demonstrated by the collaboration of multiple franchise groups to support a significant cause [3] - The partnership highlights the potential for fitness organizations to extend their impact beyond health and wellness, contributing to critical healthcare initiatives [3]

Financial Data and Key Metrics Changes - North America system-wide sales reached $465 million, up 21% year-over-year [6][24] - Total members increased to 813,000, a 15% rise year-over-year [7] - Adjusted EBITDA for 2024 was $116.2 million, up 16% from $100.3 million in the prior year [34] - The company reported a net loss of $62.5 million in Q4, compared to a net loss of $12.3 million in the prior year [33] Business Line Data and Key Metrics Changes - Franchise revenue for the quarter was $45.3 million, up 17% year-over-year, driven by increased royalty revenue [25] - Equipment revenue declined by 22% year-over-year to $12.7 million due to lower installation volumes [26] - Merchandise revenue fell 34% year-over-year to $6.1 million, attributed to lower sales volumes and price discounts [26] Market Data and Key Metrics Changes - North America run rate average unit volumes (AUVs) increased 9% to $668,000 [24] - Same store sales growth for 2024 was 7%, with Club Pilates leading at 12% [24][39] - The company ended the year with 3,233 global open studios, having opened 120 new studios in Q4 [22] Company Strategy and Development Direction - The company is focused on building a senior management team to scale operations profitably and effectively [8] - Plans to enhance international presence, particularly for Club Pilates, with leadership in Europe and Asia [12] - Emphasis on innovation and data analytics to improve operational efficiency and member experience [14][15] Management's Comments on Operating Environment and Future Outlook - Management acknowledged operational challenges and the need for foundational improvements in 2025 [18] - The company aims to build a culture of transparency and franchisee support to address legacy issues [17][84] - Future growth is expected to be more stable and sustainable, focusing on profitability rather than hyper-growth [70] Other Important Information - The company restated 2023 financial statements due to accounting errors related to inventory and compliance [20][21] - A significant increase in legal fees was noted, amounting to $18.1 million in Q4 [29] - The company anticipates a reduction in global studio closures to 5% to 7% in 2025 [42] Q&A Session Summary Question: Can you help us understand the comp performance embedded in the 2025 system sales guidance? - The expectation is for mid-single digits comp growth, with Club Pilates historically outperforming [46][47] Question: Can you provide an update on the franchise recruiting process? - A new Chief Development Officer has been hired, consolidating franchise sales, real estate, and construction under one unit [48][49] Question: What's your assessment of StretchLab regarding negative comps? - Management is actively reviewing StretchLab's model, focusing on improving labor deployment and marketing efficiency [55][56] Question: Can you clarify thoughts around studio closures? - The company is taking a conservative approach to underperforming studios, aiming for a healthier system overall [64][65] Question: What are the specific hurdle rates for assessing other brands? - Franchisee profitability is the primary focus, with a target of 20% to 25% EBITDA margin at the studio level [71][72]

Financial Data and Key Metrics Changes - North America system-wide sales reached $465 million, up 21% year-over-year [6][26] - Total members increased to 813,000, a 15% year-over-year growth [7] - Adjusted EBITDA for 2024 was $116.2 million, a 16% increase from $100.3 million in the prior year [35] - The company reported a net loss of $62.5 million in Q4, compared to a net loss of $12.3 million in the prior year [34] Business Line Data and Key Metrics Changes - Franchise revenue for Q4 was $45.3 million, up 17% year-over-year, driven by increased royalty revenue [27] - Equipment revenue declined by 22% year-over-year to $12.7 million due to lower installation volumes [28] - Merchandise revenue decreased by 34% year-over-year to $6.1 million, attributed to lower sales volumes and price discounts [28] Market Data and Key Metrics Changes - North America run rate average unit volumes (AUVs) increased by 9% to $668,000 [26] - Same store sales growth for 2024 was 7%, with Club Pilates leading at 12% [26][39] - The company ended the year with 3,233 global open studios, having opened 120 new studios in Q4 [24] Company Strategy and Development Direction - The company is focused on building a senior management team to scale operations profitably and improve franchisee support [8] - Plans to enhance international presence, particularly for Club Pilates, with leadership in Europe and Asia [12] - Emphasis on innovation and data analytics to improve operational efficiency and member experience [14][15] Management's Comments on Operating Environment and Future Outlook - Management acknowledged operational challenges and the need for foundational improvements in 2025 to support long-term growth [18] - The company aims to reduce global studio closures to low to mid-single digits as a percentage of total open studios [42] - Management expressed a commitment to transparency and addressing legacy operational issues [16][86] Other Important Information - The company restated 2023 financial statements due to material accounting errors, but believes overall financial health remains intact [21][22] - Legal expenses increased significantly due to regulatory inquiries and potential franchise legal settlements [30] - The company anticipates a capital expenditure of approximately $10 million to $12 million for 2025, focusing on technology investments [44] Q&A Session Summary Question: Can you help us understand the comp performance embedded in the 2025 system sales guidance? - The expectation is for mid-single digits comp growth, with Club Pilates historically outperforming [48] Question: Can you provide an update on the franchise recruiting process? - A new Chief Development Officer has been hired, consolidating franchise sales, real estate, and construction under one unit to improve efficiency [50] Question: What is the assessment of StretchLab regarding negative comps? - Management is actively reviewing StretchLab's model, focusing on improving labor qualification and local marketing efforts [56] Question: Can you clarify thoughts around studio closures? - The company is taking a conservative approach to underperforming studios, aiming for a healthier system overall [66] Question: What are the specific hurdle rates for assessing other brands? - Franchisee profitability is the primary focus, with a target of 20% to 25% EBITDA margin at the studio level [73]