Latest news with #ClubPilates
Yahoo
3 days ago
- Business
- Yahoo
Xponential Fitness (NYSE:XPOF) Reports Sales Below Analyst Estimates In Q2 Earnings, Stock Drops 14.8%
Boutique fitness studio franchisor Xponential Fitness (NYSE:XPOF) missed Wall Street's revenue expectations in Q2 CY2025, with sales flat year on year at $76.21 million. The company's full-year revenue guidance of $305 million at the midpoint came in 4.4% below analysts' estimates. Its non-GAAP profit of $0.26 per share was 11.1% below analysts' consensus estimates. Is now the time to buy Xponential Fitness? Find out in our full research report. Xponential Fitness (XPOF) Q2 CY2025 Highlights: Revenue: $76.21 million vs analyst estimates of $77.35 million (flat year on year, 1.5% miss) Adjusted EPS: $0.26 vs analyst expectations of $0.29 (11.1% miss) Adjusted EBITDA: $28.1 million vs analyst estimates of $29.27 million (36.9% margin, 4% miss) The company dropped its revenue guidance for the full year to $305 million at the midpoint from $320 million, a 4.7% decrease EBITDA guidance for the full year is $108.5 million at the midpoint, below analyst estimates of $121.2 million Operating Margin: 19.5%, up from -3.1% in the same quarter last year Free Cash Flow Margin: 1.3%, similar to the same quarter last year Market Capitalization: $360.4 million Company Overview Owner of CycleBar, Rumble, and Club Pilates, Xponential Fitness (NYSE:XPOF) is a boutique fitness brand offering diverse and specialized exercise experiences. Revenue Growth Examining a company's long-term performance can provide clues about its quality. Any business can have short-term success, but a top-tier one grows for years. Over the last five years, Xponential Fitness grew its sales at an impressive 23.5% compounded annual growth rate. Its growth beat the average consumer discretionary company and shows its offerings resonate with customers. We at StockStory place the most emphasis on long-term growth, but within consumer discretionary, a stretched historical view may miss a company riding a successful new product or trend. Xponential Fitness's recent performance shows its demand has slowed significantly as its annualized revenue growth of 5.8% over the last two years was well below its five-year trend. Note that COVID hurt Xponential Fitness's business in 2020 and part of 2021, and it bounced back in a big way thereafter. Xponential Fitness also breaks out the revenue for its three most important segments: Franchise, Equipment, and Merchandise, which are 59.5%, 12.5%, and 7.4% of revenue. Over the last two years, Xponential Fitness's Franchise revenue (royalty fees) averaged 17.6% year-on-year growth. On the other hand, its Equipment revenue (workout equipment sold to franchisees) was flat while its Merchandise revenue (apparel sold to franchisees) averaged 6.1% declines. This quarter, Xponential Fitness missed Wall Street's estimates and reported a rather uninspiring 0.4% year-on-year revenue decline, generating $76.21 million of revenue. Looking ahead, sell-side analysts expect revenue to grow 3.7% over the next 12 months, a slight deceleration versus the last two years. This projection is underwhelming and implies its products and services will face some demand challenges. Software is eating the world and there is virtually no industry left that has been untouched by it. That drives increasing demand for tools helping software developers do their jobs, whether it be monitoring critical cloud infrastructure, integrating audio and video functionality, or ensuring smooth content streaming. Click here to access a free report on our 3 favorite stocks to play this generational megatrend. Operating Margin Operating margin is a key measure of profitability. Think of it as net income - the bottom line - excluding the impact of taxes and interest on debt, which are less connected to business fundamentals. Xponential Fitness's operating margin has been trending down over the last 12 months and averaged negative 3.3% over the last two years. Unprofitable, high-growth companies warrant extra scrutiny, especially if their margins fall because they're spending loads of money to stay relevant, an unsustainable practice. In Q2, Xponential Fitness generated an operating margin profit margin of 19.5%, up 22.6 percentage points year on year. This increase was a welcome development and shows it was more efficient. Earnings Per Share Revenue trends explain a company's historical growth, but the change in earnings per share (EPS) points to the profitability of that growth – for example, a company could inflate its sales through excessive spending on advertising and promotions. In Q2, Xponential Fitness reported adjusted EPS at $0.26, up from negative $0.03 in the same quarter last year. Despite growing year on year, this print missed analysts' estimates. Over the next 12 months, Wall Street is optimistic. Analysts forecast Xponential Fitness's full-year EPS of negative $0.17 will flip to positive $1.50. Key Takeaways from Xponential Fitness's Q2 Results We struggled to find many positives in these results. Its full-year revenue guidance missed and its full-year EBITDA guidance fell short of Wall Street's estimates. Overall, this was a softer quarter. The stock traded down 14.8% to $8.20 immediately after reporting. Xponential Fitness's earnings report left more to be desired. Let's look forward to see if this quarter has created an opportunity to buy the stock. If you're making that decision, you should consider the bigger picture of valuation, business qualities, as well as the latest earnings. We cover that in our actionable full research report which you can read here, it's free. Sign in to access your portfolio
Yahoo
24-07-2025
- Business
- Yahoo
Xponential Fitness, Inc. (XPOF): A Bull Case Theory
We came across a bullish thesis on Xponential Fitness, Inc. on Uzo Capital's Substack by Uzo. In this article, we will summarize the bulls' thesis on XPOF. Xponential Fitness, Inc.'s share was trading at $10.12 as of July 15th. XPOF's trailing and forward P/E were 25.8 and 25.53, respectively according to Yahoo Finance. Xponential Fitness (XPOF) is undergoing a strategic turnaround after a turbulent two-year period marked by a short seller attack, senior management overhaul, regulatory scrutiny, and litigation. Despite these challenges, 80% of its revenues continue to come from high-margin, recurring royalties and fees, with minimal capital intensity. The company's fundamentals have remained resilient, with system sales, same-store sales, and EBITDA consistently growing. Its flagship brand, Club Pilates, is the crown jewel, contributing over 60% of system sales and 70% of profits, supported by a robust franchisee base and strong unit economics. A new leadership team with a solid operational pedigree has refocused the business on its core strengths and laid the groundwork for sustainable, profitable growth. Temporary headwinds, including legal, restructuring, and interest costs, are expected to ease materially by 2026, significantly boosting free cash flow conversion. The recent closure of the SEC investigation without action was a key milestone, helping to shed the company's 'uninvestible' stigma and enabling refinancing. At its May 2025 Capital Markets Day, XPOF outlined its growth algorithm targeting mid-to-high single-digit system sales growth, 10% EBITDA growth at 40–45% margins, and levered free cash flow of $100 million by 2027—translating to a 20%+ FCF yield on the current $450 million market cap and $900 million enterprise value. With historical issues behind it, and shares trading at deep value levels, XPOF is well-positioned for re-rating. If the market fails to recognize this value, the company with a proactive board may become a compelling take-private candidate, as hinted by its CFO. Previously, we covered a bullish thesis on Xponential Fitness, Inc. (XPOF) by Inflexio Research in March 2025, which highlighted concerns around weak guidance, delayed filings, and brand underperformance. The stock has appreciated ~24% since. The thesis still stands due to Club Pilates' strength. Uzo shares a similar view but emphasizes the turnaround, regulatory resolution, and improving free cash flow. Xponential Fitness, Inc. is not on our list of the 30 Most Popular Stocks Among Hedge Funds. As per our database, 28 hedge fund portfolios held XPOF at the end of the first quarter which was 27 in the previous quarter. While we acknowledge the potential of XPOF as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: 8 Best Wide Moat Stocks to Buy Now and 30 Most Important AI Stocks According to BlackRock. Disclosure: None.
Business Wire
09-07-2025
- Entertainment
- Business Wire
Club Pilates Celebrates First Film Collaboration with Disney's Freakier Friday
IRVINE, Calif.--(BUSINESS WIRE)-- Club Pilates, the largest Pilates brand, is thrilled to announce its first ever collaboration with Disney in celebration of the theatrical release Freakier Friday,which is set to hit theaters on August 8 th. Inspired by the film's themes of self-discovery, transformation, and fresh perspective, Club Pilates' new campaign will invite both members and prospects to 'come as you are and leave as who you're becoming.' 'This collaboration was a natural fit as Freakier Friday is a cinematic event that crosses generations, much like our low-impact Reformer workouts," said Tianna Strateman, President of Club Pilates. Share Starting July 8th, Club Pilates participants will have the chance to experience an in-studio campaign, which brings the dynamic energy of the movie to the Reformer! Select studios nationwide will host special Flip Your Friday-themed classes designed to help members transform into the best version of themselves, both physically and mentally. These uniquely programmed classes will be offered on Friday, July 11th. Along with the in-studio campaign, the brand is offering: 'Flip Your Friday' Sweepstakes: Both non-members and Club Pilates members who register for and attend a ' Freakier Friday ' themed class, at participating studios, on July 11, 2025 will be entered into a drawing for a chance to win* a fabulous grand prize – two tickets for the winner and a guest to attend the Freakier Friday world premiere in Los Angeles, California, along with airfare and hotel accommodations. Freakier Friday Influencer Experience: Disney and Club Pilates will host a group of Content Creators for a themed class in Los Angeles. Premier Activation: Club Pilates will have an experiential activation at the premiere, allowing attendees to experience the brands' paired collaboration. 'We are so honored to come together with Disney, an iconic brand that inspires transformation and connection,' said Tianna Strateman, President of Club Pilates. 'This collaboration was a natural fit as Freakier Friday is a cinematic event that crosses generations, much like our low-impact Reformer workouts. The film's message of embracing change and looking at the world through a new perspective reflects what we see in our studios on a daily basis – lives being transformed through mindful, intentional movement.' The Club Pilates' Freakier Friday campaign will be active in studios leading up to the film's release in participating studios. To find the studio nearest you or sign up for a fun, freaky class, visit For more information about Club Pilates, visit Founded in 2007, Club Pilates is the largest Pilates brand by number of studios, designed with the vision of making Pilates more accessible, approachable and welcoming to everyone. Based in Irvine, CA, Club Pilates has appeared in both Entrepreneur Magazine's Franchise 500 and Fastest-Growing Franchises eight years running, and Inc. Magazine's Inc. 5000 lists multiple times. Club Pilates offers extensive training certification for its instructors, including its 500-hour training program includes instruction on Pilates, barre, Triggerpoint, and TRX Suspension Trainers. Club Pilates is headquartered in Irvine, CA and backed by Xponential Fitness, one of the leading global franchisors of boutique health and wellness brands. To learn more about Club Pilates, visit About the Movie: 'Freakier Friday,' the eagerly anticipated sequel to the Disney classic starring Jamie Lee Curtis and Lindsay Lohan, will be released in theaters nationwide August 8, 2025. In the film, Curtis and Lohan reprise their roles as Tess and Anna Coleman. The story picks up years after Tess (Curtis) and Anna (Lohan) endured an identity crisis. Anna now has a daughter of her own and a soon-to-be stepdaughter. As they navigate the myriad challenges that come when two families merge, Tess and Anna discover that lightning might indeed strike twice. 'Freakier Friday' is directed by Nisha Ganatra, and the screenplay is by Jordan Weiss, with a story by Elyse Hollander and Jordan Weiss, based on the book 'Freaky Friday' by Mary Rodgers. The film, which also stars Julia Butters, Sophia Hammons, Manny Jacinto, Maitreyi Ramakrishnan, Rosalind Chao, Chad Michael Murray, and Mark Harmon, is produced by Kristin Burr, p.g.a., Andrew Gunn, p.g.a., and Jamie Lee Curtis, with Ann Marie Sanderlin, Mario Iscovich, Nathan Kelly, and Lindsay Lohan serving as executive producers. *NO PURCHASE NECESSARY TO ENTER OR WIN. A PURCHASE WILL NOT INCREASE YOUR CHANCES OF WINNING. Odds of winning will depend on the total number of entries received. Void where prohibited by law. Sweepstakes only open to legal residents of the 50 U.S./D.C., 18 years and older. Sweepstakes begins at 12:00 a.m. ET on 7/4/25 and ends at 11:59 p.m. ET on 7/11/25. ARV of prize: $4,000. Travel must be conducted on Sponsor-selected dates in July 2025 or winner will forfeit his/her right to receive the prize. To enter without attending a Pilates class, write your full name, full mailing address, email address, phone number, and birth date on a plain 3x5 inch card and mail to Sponsor: Club Pilates, LLC, Attn: Flip Your Friday Entry, 17877 Von Karman Ave., Ste. 100, Irvine, CA 92614. Mail-in entries must be postmarked no later than 7/11/25 and received by 7/15/25. Subject to full Official Rules (
Business Wire
05-06-2025
- Business
- Business Wire
iFIT Adds More Ways to Workout, Brings Club Pilates and YogaSix Content to Its Platform
PARK CITY, Utah--(BUSINESS WIRE)--iFIT Inc., a global leader in intelligent, personalized fitness, today announced a new partnership with Xponential Fitness to bring iFIT members access to premium Pilates and yoga content from Club Pilates and YogaSix. This collaboration expands iFIT's Emmy-nominated fitness library, offering members more diverse, studio-quality workouts from two of the most popular fitness brands in the boutique space. With this addition, iFIT members can now incorporate Club Pilates and YogaSix classes into their personalized training regimens, supporting a more well-rounded, sustainable, and enjoyable approach to fitness. The content focuses on movements you can do at home on a yoga mat, complementing iFIT's vast library of immersive outdoor content members can enjoy on their treadmill, studio bike, rower or elliptical. 'We're incredibly excited to bring the Club Pilates and YogaSix experiences to our Athletes,' said Jeremy McCarty, Chief Subscription Officer at iFIT Inc. 'As a leader in connected fitness, we're constantly evolving to meet the needs of our Athletes. With this partnership, our Athletes now get access to a broader range of fitness content—all included as part of their iFIT membership.' Meet the New Additions: Club Pilates delivers low-impact, full-body Reformer-based Pilates workouts that strengthen and lengthen the muscles and improve posture. Designed for everyone from beginners to fitness lovers, Club Pilates is ideal for any strength, cross-training, injury recovery, or prenatal or postpartum wellness routine, making it a choice fitness modality for every BODY. YogaSix redefines the yoga experience with modern yoga classes focused on strength, balance, mobility, and mind-body connection. Each class invites participants to grow at their own pace, offering both physical and mental benefits while creating a supportive and energizing community. 'This partnership with iFIT, a pioneer in connected fitness, allows us to bring our world-class content to a wider audience than ever before,' said Steve Pankowski, EVP of Strategic Partnerships at Xponential Fitness. 'By leveraging iFIT's innovative platform and expansive global reach, we're proud to introduce the transformative experiences of Club Pilates and YogaSix to millions of members around the world in a truly immersive, digital-first way.' What's Next: As part of the launch, iFIT will feature Club Pilates and YogaSix classes in a member Challenge, celebrating the new content with fresh opportunities for motivation and progress. Any eligible iFIT member who completes the challenge will receive a Club Pilates intro class pass (in studio) and be entered into a drawing to receive an annual membership to Club Pilates or YogaSix.* About iFIT Inc. iFIT Inc. is a global leader in fitness technology, pioneering connected fitness to help people live longer, healthier lives. With a community of more than 6 million athletes around the world, iFIT delivers immersive, personalized workout experiences at-home, on the go, and in the gym. Powered by a comprehensive ecosystem of proprietary software, innovative hardware, and engaging content, the iFIT platform brings fitness to life through its portfolio of brands: NordicTrack, ProForm, Freemotion, and the iFIT app. From cardio and strength training to recovery, iFIT empowers athletes at every stage of their fitness journey. For more information, visit About Club Pilates & YogaSix Founded in 2007, Club Pilates is the largest Pilates brand by number of studios, designed with the vision of making Pilates more accessible, approachable and welcoming to everyone. Based in Irvine, CA, Club Pilates has appeared in both Entrepreneur Magazine's Franchise 500 and Fastest-Growing Franchises nine years running and Inc. Magazine's Inc. 5000 lists multiple times. Club Pilates offers extensive training certification for its instructors. Its 500-hour training program. Club Pilates is headquartered in Irvine, CA and backed by Xponential Fitness, one of the leading global franchisors of boutique health and wellness brands. To learn more about Club Pilates, visit About YogaSix Founded in 2012, YogaSix is the largest franchised yoga brand in the United States that offers a broad range of heated and non-heated yoga classes, strength-building and cardio-boosting fitness classes, and restorative yoga classes accessible to all. YogaSix has six Signature class formats, including Y6 101, Y6 Restore, Y6 Slow Flow, Y6 Signature Hot and Warm, Y6 Power Flow, and Y6 Sculpt & Flow, plus three Specialty Classes: Y6 Mix, Y6 TRX, and the new Y6 Mobility. Classes at YogaSix eliminate the intimidation factor that many people feel when trying yoga for the first time, offering a fresh perspective on one of the world's oldest fitness practices. Ranked in Entrepreneur Magazine's Franchise 500 three years running, and Fastest-Growing Franchises and Top New Franchises two years running, YogaSix is headquartered in Irvine, California, and backed by Xponential Fitness, one of the leading global franchisors of boutique health and wellness brands. To learn more about YogaSix, visit *NO PURCHASE NECESSARY. Open only to current iFIT subscribers who are residents of the United States or Canada, excluding Quebec; age 18+. Available from June 5, 2025 at 12:01 am MT through July 31, 2025 at 11:59 pm MT. To enter, must complete designated iFIT workouts and submit an entry form prior to July 31, 2025 at 11:59 pm MT. Limit 1 entry and 1 prize per person. Not transferable. Not to be combined with any offer. Subject to Offer Terms. Sponsor: iFIT Inc.
National Post
05-06-2025
- Business
- National Post
iFIT Adds More Ways to Workout, Brings Club Pilates and YogaSix Content to Its Platform
Article content PARK CITY, Utah — iFIT Inc., a global leader in intelligent, personalized fitness, today announced a new partnership with Xponential Fitness to bring iFIT members access to premium Pilates and yoga content from Club Pilates and YogaSix. This collaboration expands iFIT's Emmy-nominated fitness library, offering members more diverse, studio-quality workouts from two of the most popular fitness brands in the boutique space. Article content With this addition, iFIT members can now incorporate Club Pilates and YogaSix classes into their personalized training regimens, supporting a more well-rounded, sustainable, and enjoyable approach to fitness. The content focuses on movements you can do at home on a yoga mat, complementing iFIT's vast library of immersive outdoor content members can enjoy on their treadmill, studio bike, rower or elliptical. Article content 'We're incredibly excited to bring the Club Pilates and YogaSix experiences to our Athletes,' said Jeremy McCarty, Chief Subscription Officer at iFIT Inc. 'As a leader in connected fitness, we're constantly evolving to meet the needs of our Athletes. With this partnership, our Athletes now get access to a broader range of fitness content—all included as part of their iFIT membership.' Article content Meet the New Additions: Article content Club Pilates Article content delivers low-impact, full-body Reformer-based Pilates workouts that strengthen and lengthen the muscles and improve posture. Designed for everyone from beginners to fitness lovers, Club Pilates is ideal for any strength, cross-training, injury recovery, or prenatal or postpartum wellness routine, making it a choice fitness modality for every BODY. Article content YogaSix Article content redefines the yoga experience with modern yoga classes focused on strength, balance, mobility, and mind-body connection. Each class invites participants to grow at their own pace, offering both physical and mental benefits while creating a supportive and energizing community. Article content 'This partnership with iFIT, a pioneer in connected fitness, allows us to bring our world-class content to a wider audience than ever before,' said Steve Pankowski, EVP of Strategic Partnerships at Xponential Fitness. 'By leveraging iFIT's innovative platform and expansive global reach, we're proud to introduce the transformative experiences of Club Pilates and YogaSix to millions of members around the world in a truly immersive, digital-first way.' Article content What's Next: Article content As part of the launch, iFIT will feature Club Pilates and YogaSix classes in a member Challenge, celebrating the new content with fresh opportunities for motivation and progress. Any eligible iFIT member who completes the challenge will receive a Club Pilates intro class pass (in studio) and be entered into a drawing to receive an annual membership to Club Pilates or YogaSix.* Article content About iFIT Inc. Article content iFIT Inc. is a global leader in fitness technology, pioneering connected fitness to help people live longer, healthier lives. With a community of more than 6 million athletes around the world, iFIT delivers immersive, personalized workout experiences at-home, on the go, and in the gym. Powered by a comprehensive ecosystem of proprietary software, innovative hardware, and engaging content, the iFIT platform brings fitness to life through its portfolio of brands: NordicTrack, ProForm, Freemotion, and the iFIT app. From cardio and strength training to recovery, iFIT empowers athletes at every stage of their fitness journey. For more information, visit Article content About Club Pilates & YogaSix Article content Founded in 2007, Club Pilates is the largest Pilates brand by number of studios, designed with the vision of making Pilates more accessible, approachable and welcoming to everyone. Based in Irvine, CA, Club Pilates has appeared in both Entrepreneur Magazine's Franchise 500 and Fastest-Growing Franchises nine years running and Inc. Magazine's Inc. 5000 lists multiple times. Club Pilates offers extensive training certification for its instructors. Its 500-hour training program. Club Pilates is headquartered in Irvine, CA and backed by Xponential Fitness, one of the leading global franchisors of boutique health and wellness brands. To learn more about Club Pilates, visit Article content About YogaSix Article content Founded in 2012, YogaSix is the largest franchised yoga brand in the United States that offers a broad range of heated and non-heated yoga classes, strength-building and cardio-boosting fitness classes, and restorative yoga classes accessible to all. YogaSix has six Signature class formats, including Y6 101, Y6 Restore, Y6 Slow Flow, Y6 Signature Hot and Warm, Y6 Power Flow, and Y6 Sculpt & Flow, plus three Specialty Classes: Y6 Mix, Y6 TRX, and the new Y6 Mobility. Classes at YogaSix eliminate the intimidation factor that many people feel when trying yoga for the first time, offering a fresh perspective on one of the world's oldest fitness practices. Ranked in Entrepreneur Magazine's Franchise 500 three years running, and Fastest-Growing Franchises and Top New Franchises two years running, YogaSix is headquartered in Irvine, California, and backed by Xponential Fitness, one of the leading global franchisors of boutique health and wellness brands. To learn more about YogaSix, visit Article content *NO PURCHASE NECESSARY. Open only to current iFIT subscribers who are residents of the United States or Canada, excluding Quebec; age 18+. Available from June 5, 2025 at 12:01 am MT through July 31, 2025 at 11:59 pm MT. To enter, must complete designated iFIT workouts and submit an entry form prior to July 31, 2025 at 11:59 pm MT. Limit 1 entry and 1 prize per person. Not transferable. Not to be combined with any offer. Subject to Offer Terms. Sponsor: iFIT Inc. Article content Article content Article content
