Xponential Fitness (NYSE:XPOF) Q4 2025 Earnings call February 26, 2026 04:30 PM ET Company ParticipantsArpine Kocharian - Managing DirectorJohn Meloun - CFOMike Nuzzo - CEOPatricia Nir - SVPRandy Konik - Managing DirectorConference Call ParticipantsJeff Van Sinderen - Senior Research AnalystJoe Altobello - Managing Director and Senior AnalystOwen Rickert - VP and Senior Equity Research AnalystRyan Meyers - Senior Research AnalystOperatorGreetings, welcome to the Xponential Fitness fourth quarter and full ye ...

Core Insights - Planet Fitness reported fourth-quarter results that exceeded Wall Street expectations, with adjusted earnings per share of $0.83 compared to the consensus estimate of $0.78 and revenue of $376.26 million versus expectations of $366.72 million [1] Group 1: Financial Performance - System-wide same club sales increased by 5.7%, while total system-wide sales rose to $1.3 billion from $1.2 billion in the prior-year quarter [2] - Adjusted EBITDA for the fourth quarter increased to $146.3 million, up from $130.8 million a year earlier [2] - For the full year, adjusted EPS was $3.07, and revenue increased by 12.1% to $1.3 billion, with adjusted EBITDA rising to $551.6 million from $487.7 million in the previous year [2] Group 2: Future Outlook - Looking ahead to 2026, Planet Fitness expects revenue growth of approximately 9% and adjusted EBITDA growth of around 10% [3] - Adjusted net income is projected to increase between 4% and 5%, with adjusted diluted EPS expected to grow by 9% to 10% based on approximately 80 million adjusted diluted weighted-average shares outstanding [3] - System-wide same club sales growth for 2026 is projected to be in the range of 4% to 5% [3]

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 DirectorSharon Zackfia - Group Head-ConsumerStacey 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 Directo ...

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, 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 Insights - Life Time has opened its first athletic country club of 2026 in Cary, North Carolina, expanding its presence in the rapidly growing Raleigh-Cary market, which is characterized by sustained population growth and favorable demographic trends [1] - The new facility, Life Time Alston Town Center, spans 92,000 square feet and is designed to support holistic wellness, fitness, recovery, and community [1] - The global wellness economy is projected to reach $6.8 trillion by 2025, indicating a significant shift in consumer focus towards health and wellness [1] Company Expansion - Life Time Alston Town Center is the company's second location in Cary, fourth in the greater Raleigh region, and fifth in North Carolina overall [1] - The company is also developing a new all-in-one destination at The Exchange Raleigh, which will include an athletic country club, rooftop beach club, and 250 luxury leased residences, with groundbreaking planned for 2026 [1] Amenities and Services - The new club features a range of amenities including a complimentary work lounge, Kids Academy, LifeCafe, LifeSpa, luxury dressing rooms, resort-style outdoor pool deck, nine pickleball courts, integrated recovery and wellness spaces, and dedicated boutique studios for various fitness classes [1] - The facility is designed to cater to both local residents and commuters, emphasizing Life Time's commitment to the region [1]

Core Insights - Life Time emphasizes the importance of heart health, particularly during American Heart Month, and offers various programs and services to support cardiovascular wellness [1][4] Group 1: Heart Health Statistics - In 2024, cardiovascular disease was the leading cause of death in the U.S., with over 680,000 fatalities [3] - Nearly 50% of U.S. adults suffer from high blood pressure, with only about 25% managing it effectively [3] Group 2: Health Improvement Strategies - Life Time provides eight actionable steps for members to enhance heart health, including understanding personal heart rate zones through Active Metabolic Assessments [5] - Prioritizing Zone 2 training is recommended to build an aerobic base and improve endurance [6] - Building community and social ties is linked to better cardiovascular health, with individuals having poor social relationships facing a 29% higher risk of coronary heart disease and a 32% higher risk of stroke [7][8] - Incorporating short bursts of high-intensity exercise can significantly reduce cardiovascular risk, as supported by recent research [9] - Consistent strength training is encouraged to support heart health and overall body function [10] - A focus on whole foods and balanced nutrition is essential for metabolic and cardiovascular support, with Life Time offering nutrition coaching [12] - Quality sleep of 7 to 8 hours is vital for heart health, recovery, and stress management [13] - Utilizing recovery tools and managing daily stress through various facilities and mindfulness classes is crucial for cardiovascular health [15] Group 3: Company Overview - Life Time operates over 185 athletic country clubs across the U.S. and Canada, providing a comprehensive ecosystem for healthy living [15] - The company serves a diverse age range, from 90 days to over 90 years, and is recognized for its exceptional workplace culture [15]

Core Insights - Life Time has released its 2025 Holiday Gift Guide, focusing on meaningful gifts that promote wellness and longevity [1][2] - The guide emphasizes gifts that support energy, sleep, recovery, and performance, appealing to a wide audience interested in health [2] Wellness & Self-Care Picks - The guide includes options aimed at relieving stress and enhancing relaxation, making them ideal for self-care [3] Fitness Tech & Gear - High-performance gifts are highlighted for athletes and those starting new fitness routines, encouraging movement and motivation [4] Nutrition & Supplements - The guide features top-tier nutritional supplements designed to improve energy levels and sleep quality [5] Pickleball Gear - A selection of pickleball equipment is included, catering to the growing popularity of the sport in America [6] Gift Card Options - Life Time gift cards are available for various services, including activewear and wellness facilities [7] Featured Products - Notable products include the HigherDOSE Red Light Face Mask, Garmin Forerunner 965 Smartwatch, and LTH Dream Multi-Mag Sleep Support Powder, among others, all aimed at enhancing health and wellness [7]

Core Insights - Twin Health has partnered with Peloton to integrate fitness and wellness content into its AI Digital Twin program, aimed at treating diabetes, prediabetes, and obesity while reducing medication reliance [1][4] - The partnership allows Twin Health members to access Peloton's extensive library of live and on-demand fitness classes, enhancing personalized care plans for metabolic health [2][3] Company Overview - Twin Health utilizes AI digital twin technology to create real-time models of individual metabolism, providing personalized guidance on nutrition, activity, and sleep [5] - Peloton, founded in 2012, offers connected fitness solutions and has millions of members across various countries, emphasizing the importance of movement for health outcomes [7] Partnership Details - The integration of Peloton's content into Twin Health's care plans includes recommendations for specific workouts to improve heart health, build metabolic resilience, manage stress, and enhance sleep quality [2][3] - Twin members will receive a Peloton App One membership at no additional cost, with options for reduced-cost equipment rentals [3] Health Impact - The partnership aims to combine Twin's precision-guided insights with Peloton's fitness content to achieve lasting health outcomes and reduce the need for costly medications like GLP-1s [4] - A recent study published in the New England Journal of Medicine Catalyst supports the effectiveness of Twin Health's AI Digital Twin in treating diabetes and promoting weight loss without high-cost medications [4]

Core Insights - AIBotics has launched the Phill Robot™ in Miami's Rule Fitness, targeting the multi-billion-dollar markets in massage equipment, robotics, and artificial intelligence [1][4] - The global massage equipment market is projected to grow from $24.3 billion in 2024 to approximately $42.5 billion by 2032, while the AI industrial robotics market is expected to reach $66.5 billion by 2030 with a CAGR of about 25% [4] Company Overview - AIBotics is a developer of AI- and robotics-enhanced technologies, with its flagship product being the Phill Robot™, which offers AI-powered massage therapy [6][7] - The company aims to integrate AI precision with user convenience in both professional and home wellness settings [5] Product Features - The Phill Robot™ features a patented foldable arm with a 35-inch range and 15-pound massage force, providing a tailored massage experience without the need for specialized attire [3] - It serves dual purposes as a massage device and a nightstand when not in use, enhancing its utility [3] Market Positioning - AIBotics is positioning itself as a leader in personal robotics, healthcare, wellness, and hospitality, with plans for e-commerce distribution and pilot programs for the Phill Robot™ [7] - The partnership with Rule Fitness is seen as a strategic move to demonstrate the benefits of AI-powered massage for high-performance clients [4]