XPOF
Xponential Fitness, Inc.7.43
+0.14+1.92%
Dec 16, 4:00:02 PM EST
Earnings Call Transcripts
This Quarter (Q1 '26)
No earnings call transcript available yet
Last Quarter (Q4 '25)
FY Q4 '25
Retail EBITDA lift, turnaround details
Q&A quantified a $9-10M EBITDA boost from outsourced retail, absent from prepared remarks, while detailing StretchLab fixes like a new Petco alum leader, active older adult targeting, CRM retention, website upgrades, and weekend shifts. Club Pilates showed no demand softening—Q4 SSS dipped 3% on tough comps versus FY +3%—with emphasis on unit densification over comps. Pricing pilots from Q4 survey, including inflation tweaks and unlimited tiers, start Q2. Field team's 35 members earn early franchisee nods for conversion coaching. Guidance stays conservative; watch organic ramps.
Key Stats
Market Cap
363.38MP/E (TTM)
-Basic EPS (TTM)
-1.67Dividend Yield
0%Recent Filings
8-K
CFO transition announced
10-K
FY2025 results
Xponential Fitness grew North America studios 7% to 2,606 in FY2025 ended December 31, 2025, with 252 new openings but 92 closures; global count hit 3,097 after 341 gross openings. Q4 showed membership visits up 6% y/y while run-rate AUV dipped -2% y/y, signaling steady demand yet softening per-studio sales amid 284 North America license terminations. Franchise revenue rose 10% to $192.6M on higher royalties, but equipment sales fell 35% with fewer installs; net loss narrowed to $53.7M from $98.7M despite $32.7M impairments and $27.3M debt refinancing loss. Studios decelerated. Debt stands at $525M due 2030 with $25M revolver; restructuring eyes $13.5M-$15.5M annual savings but adds $7.4M-$11M charges in 2026. Franchise sales paused in key states amid probes could stall momentum.
8-K
Q4 revenue dips, legal settled
Xponential Fitness reported Q4 2025 revenue of $83.0 million, down slightly year-over-year, with Adjusted EBITDA falling 26% to $22.9 million amid lower equipment sales and 4% same-store sales drop. Full-year system-wide sales hit $1.75 billion, up 13%, after selling 179 franchise licenses and opening 341 studios; net loss narrowed to $53.7 million. Legal overhang clears: $17 million FTC settlement and $22.75 million franchisee payout. 2026 guides lower revenue, EBITDA. Risks resolved.
8-K
Debt refinanced, preferred retired
Xponential Fitness refinanced its debt on December 8, 2025, securing $525M term loans and $25M revolver from HPS, repaying $369.2M prior debt plus $17.6M fees, and repurchasing all $127M preferred stock plus $1.4M dividends. This simplifies capital structure while imposing leverage covenant starting Q1 2026. Loans mature in five years.
8-K
CLO appointment announced
Xponential Fitness appointed Gavin M. O'Connor as Chief Legal Officer and Administrative Officer effective November 14, 2025, replacing Andrew Hagopian who separated November 10. O'Connor brings franchising expertise from European Wax Center and prior public company roles. CEO Nuzzo expects his skills to bolster growth and governance. Separation terms pending.
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