Xponential Fitness cuts 2026 guidance, forecasts revenue of $250M-$260M and adjusted EBITDA of $91M-$97M while reviewing strategic alternatives

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Xponential Fitness lowered its full-year 2026 guidance, now expecting total revenue of $250 million to $260 million and adjusted EBITDA of $91 million to $97 million, down from its prior outlook of $260 million to $270 million in revenue and $100 million to $110 million in adjusted EBITDA. The company also announced it is exploring strategic alternatives, including a potential sale or merger, to maximize shareholder value. Second-quarter revenue fell 13% to $66 million, with same-store sales down 6.8% overall and 5% for Club Pilates, driven by top-of-funnel pressure and merchandise disruption. The company expects approximately 150 global net new studio openings this year and North America system-wide sales of $1.70 billion to $1.75 billion. Xponential also disclosed a partnership with its largest Club Pilates franchisee, Spartan Fitness Holdings, to open 117 studios over six years.

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Consumer Discretionary · 1 stocks

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Spartan Fitness HoldingsPrivate▲ Positive
Demandrelevance

Partnership to open 117 studios over six years expands its footprint.