WW
WW International, Inc.27.23
+2.94+12.1%
Dec 16, 4:00:00 PM EST
Earnings Call Transcripts
This Quarter (Q1 '26)
No earnings call transcript available yet
Last Quarter (Q4 '25)
No earnings call transcript available
Key Stats
Market Cap
271.89MP/E (TTM)
2.01Basic EPS (TTM)
13.55Dividend Yield
0%Recent Filings
8-K
Exec comp overhaul approved
WW International's board approved new PSU, RSU, and cash award agreements under its 2025 plan on December 18, 2025, tying vesting to stock price hurdles over 2026-2029. CEO Tara Comonte snagged 54,000 target PSUs, 120,000 RSUs, and $3.78M cash target. CFO DellaFortuna's base salary jumped to $600,000 effective December 15. Retention locked in.
10-Q
Q3 FY2025 results
WW posted Q3 revenues of $172.1M, down 10.7% y/y from $192.9M, yet swung to operating income of $8.0M from a $39.0M loss, thanks to 72.1% gross margins (up from 67.1%) and no franchise impairments this year. Clinical subscriptions grew 35% y/y to $25.8M while Behavioral fell 15.7%; gross profit held firm at $124.1M. Cash swelled to $170.1M on $8.4M operating cash flow, backing $465M term debt (due 2030 at ~11% effective rate) post-June bankruptcy emergence that slashed prior $1.4B load. Debt covenants demand excess cash prepays above $100M. Post-bankruptcy execution sharpened costs. GLP-1 competition pressures recruitment.
8-K
Q3: Revenue down, clinical up 35%
WW International posted Q3 revenues of $172M, down 10.8% year-over-year as behavioral subscribers dropped 20% to 2.9M, yet clinical revenues surged 35% to $26M with 124K subscribers. Post-restructuring balance sheet shines: debt slashed 70% to $465M, cash at $170M, Adjusted EBITDA held firm at $43M (24.9% margin). Guidance narrowed higher: FY25 revenue $695-700M, Adjusted EBITDA $145-150M. Clinical momentum counters behavioral pressure.
8-K
WW amends Boyer consulting deal
WW International amended its consulting agreement with former Chief Product Officer Donna Boyer on September 9, 2025, effective September 1, to ensure a smooth transition of her responsibilities. The deal provides her $143,720 in total cash compensation for services ending September 30, 2025. She remains bound by indefinite confidentiality and work product assignment covenants. This extension stabilizes product leadership handover.
8-K
WW cuts debt, clinical grows
WW International emerged from Chapter 11 reorganization on June 24, 2025, slashing debt by $1.15 billion to $465 million and boosting cash to $152 million. Combined Q2 revenues dipped 6% to $189 million amid behavioral subscriber declines, yet clinical revenues surged 55% to $31 million, lifting ARPU 12% to $18.97. Adjusted EBITDA held firm at $65 million with 35% margins, signaling cost discipline. Debt reduction frees $50 million yearly in interest, but subscriber volatility lingers.
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