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    J.P. Scafidi

    Managing Director and Senior Equity Analyst at ROTH Capital Partners

    J.P. Scafidi is a Managing Director and Senior Equity Analyst at ROTH Capital Partners, specializing in small- to mid-cap growth equities with a primary focus on consumer and retail companies. He covers a range of firms such as department store chains and emerging brands, leveraging market research, branding, and customer retention insights to deliver actionable investment recommendations. Scafidi began his equity research career in the early 2000s, previously holding analytical roles at other boutique investment banks before joining ROTH Capital Partners in the mid-2010s. He maintains FINRA registration with Series 7, 63, and 86/87 licenses and is recognized for driving differentiated research and strong performance metrics within the sector.

    J.P. Scafidi's questions to Planet Fitness (PLNT) leadership

    J.P. Scafidi's questions to Planet Fitness (PLNT) leadership • Q1 2025

    Question

    J.P. from ROTH Capital Partners asked about the availability of big-box real estate for development and franchisee conversations regarding the future pipeline amid macro and tariff concerns. He also inquired if the strength in member rejoins continued through the winter season.

    Answer

    CEO Colleen Keating noted big-box availability varies by geography but expects more second-generation space to become available due to retail closures. She confirmed a strong mid-30s rejoin rate in Q1, slightly lower than prior quarters but on a much larger base of new joins. CFO Jay Stasz added that the impact of current tariff levels is embedded in the reiterated guidance and the team is actively working to mitigate build-out cost impacts for franchisees.

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