Core Viewpoint - Planet Fitness, Inc. is set to report its fourth quarter results for the fiscal year ending December 31, 2025, on February 24, 2026, before market opening [1] Company Overview - Founded in 1992 in Dover, NH, Planet Fitness is one of the largest and fastest-growing franchisors and operators of fitness centers globally, measured by the number of members and locations [1] - As of December 31, 2025, the company had approximately 20.8 million members and operated 2,896 clubs across all 50 states, the District of Columbia, Puerto Rico, Canada, Panama, Mexico, Australia, and Spain [1] - The company's mission is to enhance people's lives by providing a high-quality fitness experience in a welcoming, non-intimidating environment known as the Judgement Free Zone® [1] - Approximately 90% of Planet Fitness clubs are owned and operated by independent businessmen and women [1]

Economic Overview - The Federal Reserve is unlikely to implement a rate cut in January, having indicated only one potential cut in its last meeting, but investors are hopeful for more cuts following recent economic data showing easing inflation in late 2025 [1][7] - High inflation has been a significant challenge for the Federal Reserve, compounded by a shrinking labor market raising concerns about economic weakness; however, recent data indicates that inflation eased in November while the labor market remains stable [2][4] Inflation Data - The Bureau of Labor Statistics reported that the consumer price index (CPI) rose by 0.2% in November, lower than the expected 0.3% increase; year-over-year, CPI climbed 2.7%, below the forecast of 3.1% [4] - Core CPI, excluding food and energy, also increased by 0.2% sequentially and 2.6% year-over-year, both figures beating consensus estimates of 0.3% and 2.8% respectively [5] - Food prices increased by 2.6% year-over-year, while shelter costs, which make up one-third of the CPI, rose by 3%; however, shelter costs have eased recently, suggesting inflation may be on track to meet the Fed's 2% target [6] Consumer Discretionary Stocks - Four consumer discretionary stocks are recommended for purchase: Amer Sports, Inc. (AS), Cimpress plc (CMPR), Planet Fitness, Inc. (PLNT), and Airbnb, Inc. (ABNB) due to positive earnings estimate revisions and favorable market conditions [2][10] - Amer Sports, Inc. has an expected earnings growth rate of 97.9% for the current year, with a Zacks Consensus Estimate improvement of 10.7% over the last 60 days, currently holding a Zacks Rank 1 [8] - Cimpress plc is expected to see over 100% earnings growth this year, with an 8.3% improvement in the Zacks Consensus Estimate over the past 60 days, currently holding a Zacks Rank 2 [11] - Planet Fitness, Inc. has an expected earnings growth rate of 16.2% for the current year, with a 0.7% improvement in the Zacks Consensus Estimate over the last 60 days, currently holding a Zacks Rank 2 [12][13] - Airbnb, Inc. has an expected earnings growth rate of 1.2% for the current year, with a 0.2% improvement in the Zacks Consensus Estimate over the last 60 days, currently holding a Zacks Rank 2 [14]

Core Viewpoint - Planet Fitness (PLNT) has been upgraded to a Zacks Rank 2 (Buy), indicating a positive shift in earnings estimates which is a significant factor influencing stock prices [1][2]. Earnings Estimates and Stock Price Movement - The Zacks rating system is based on changes in earnings estimates, which are strongly correlated with near-term stock price movements [3][5]. - Institutional investors utilize earnings estimates to determine the fair value of stocks, leading to buying or selling actions that affect stock prices [3]. Company Performance and Outlook - The upgrade for Planet Fitness reflects an improvement in the company's underlying business, suggesting that investor sentiment may drive the stock price higher [4]. - For the fiscal year ending December 2025, Planet Fitness is expected to earn $3.00 per share, with a 3% increase in the Zacks Consensus Estimate over the past three months [7]. Zacks Rating System - The Zacks Rank system classifies stocks into five groups based on earnings estimates, with a strong historical performance, particularly for Zacks Rank 1 stocks which have averaged a +25% annual return since 1988 [6]. - The upgrade of Planet Fitness to a Zacks Rank 2 places it in the top 20% of Zacks-covered stocks, indicating a strong potential for market-beating returns in the near term [9].

Core Viewpoint - Planet Fitness has announced a $350 million accelerated share repurchase agreement with Citibank as part of its broader $500 million share repurchase program initiated in June 2024 [1][2]. Share Repurchase Agreement - The company will pay Citibank $350 million in cash and will initially receive approximately 2.5 million shares of its Class A common stock, representing about 80% of the expected repurchase under the agreement [2]. - The final number of shares repurchased will depend on the average daily volume-weighted prices during the transaction period, subject to discounts and adjustments [2]. - The final settlement of the ASR Agreement is anticipated to occur by the first quarter of 2026 [2]. New Share Repurchase Program - The Board of Directors has authorized a new share repurchase program of up to $500 million, which will take effect upon completion of the ASR Agreement, replacing the existing 2024 program [3]. - The timing and amount of stock repurchased will be at the company's discretion, influenced by market conditions, working capital needs, stock price, and legal requirements [3]. - The company is not obligated to repurchase any specific amount of stock and can suspend or terminate the program at any time [3]. Company Overview - Planet Fitness, founded in 1992, is a leading franchisor and operator of fitness centers, with approximately 20.7 million members and 2,795 clubs across various regions including the U.S., Canada, and several other countries as of September 30, 2025 [4]. - The company's mission is to provide a high-quality fitness experience in a welcoming environment, known as the Judgement Free Zone, with over 90% of clubs operated by independent franchisees [4].

Company Overview - Planet Fitness, Inc. is one of the largest and fastest-growing franchisors and operators of fitness centers globally, with approximately 20.6 million members and 2,741 clubs as of March 31, 2025 [4] - The company operates in all 50 states, the District of Columbia, Puerto Rico, Canada, Panama, Mexico, Australia, and Spain [4] - More than 90% of Planet Fitness clubs are owned and operated by independent business men and women [4] Upcoming Financial Results - The company will report its second quarter results for the period ended June 30, 2025, before the market opens on August 6, 2025 [1] - A conference call to discuss the financial results is scheduled for 8:00 a.m. Eastern Time on the same day [2] - A live webcast of the conference call will be available for investors [2] Accessibility of Financial Information - For those unable to participate in the live call, a digital recording will be available within two hours after the call and will remain accessible until midnight on August 13, 2025 [3] - The replay can be accessed via a toll-free number or a toll number with a confirmation code [3]

Company Performance - AMC Entertainment reported a quarterly loss of $0.58 per share, better than the Zacks Consensus Estimate of a loss of $0.61, and an improvement from a loss of $0.78 per share a year ago, representing an earnings surprise of 4.92% [1] - The company posted revenues of $862.5 million for the quarter ended March 2025, surpassing the Zacks Consensus Estimate by 2.81%, but down from $951.4 million in the same quarter last year [2] - Over the last four quarters, AMC has surpassed consensus EPS estimates two times and topped consensus revenue estimates three times [2] Stock Performance - AMC shares have declined approximately 32.7% since the beginning of the year, compared to a decline of 4.7% for the S&P 500 [3] - The current consensus EPS estimate for the upcoming quarter is -$0.12 on revenues of $1.31 billion, and for the current fiscal year, it is -$0.78 on revenues of $4.94 billion [7] Industry Outlook - The Leisure and Recreation Services industry, to which AMC belongs, is currently ranked in the bottom 27% of over 250 Zacks industries, indicating potential challenges ahead [8] - Empirical research suggests a strong correlation between near-term stock movements and trends in earnings estimate revisions, which could impact AMC's stock performance [5][6]

分组1 - Marcus reported a quarterly loss of $0.54 per share, slightly worse than the Zacks Consensus Estimate of a loss of $0.52, and a decline from a loss of $0.38 per share a year ago [1] - The company posted revenues of $148.77 million for the quarter ended March 2025, exceeding the Zacks Consensus Estimate by 3.96% and up from $138.55 million year-over-year [2] - Marcus has surpassed consensus revenue estimates four times over the last four quarters, indicating a positive trend in revenue performance [2] 分组2 - The stock has underperformed, losing about 23.8% since the beginning of the year, compared to a decline of 3.9% for the S&P 500 [3] - The current consensus EPS estimate for the upcoming quarter is $0.05 on revenues of $191.3 million, and for the current fiscal year, it is $0.33 on revenues of $762.5 million [7] - The Leisure and Recreation Services industry, to which Marcus belongs, is currently ranked in the bottom 27% of over 250 Zacks industries, which may impact stock performance [8]