Earnings summaries and quarterly performance for Planet Fitness.
Executive leadership at Planet Fitness.
Colleen Keating
Detailed
Chief Executive Officer
CEO
BB
Bill Bode
Detailed
Chief Operating Officer
BP
Brian Povinelli
Detailed
Chief Marketing Officer
CO
Chip Ohlsson
Detailed
Chief Development Officer
JM
Jamie Medeiros
Detailed
Chief Brand Officer
JS
Jay Stasz
Detailed
Chief Financial Officer
JS
Jennifer Simmons
Detailed
Chief Strategy Officer
Board of directors at Planet Fitness.
Research analysts who have asked questions during Planet Fitness earnings calls.
John Heinbockel
Guggenheim Partners
4 questions for PLNT
Also covers: ACI, ASO, COST +14 more
RK
Rahul Krotthapalli
JPMorgan Chase & Co.
4 questions for PLNT
Also covers: BROS, CAKE, CAVA +8 more
Randal Konik
Jefferies LLC
4 questions for PLNT
Also covers: AKA, BIRK, BOWL +11 more
SZ
Sharon Zackfia
William Blair & Company
4 questions for PLNT
Also covers: BIRK, BJRI, BROS +16 more
JK
Jonathan Komp
Robert W. Baird & Co.
3 questions for PLNT
Also covers: AS, BOOT, COLM +11 more
JA
Joseph Altobello
Raymond James & Associates, Inc.
3 questions for PLNT
Also covers: BC, BRCC, CWH +16 more
MR
Maksim Rakhlenko
Cowen and Company
3 questions for PLNT
Also covers: BOOT, FND, OSW +3 more
Simeon Siegel
BMO Capital Markets
3 questions for PLNT
Also covers: AEO, BBWI, BIRK +16 more
Xian Siew
BNP Paribas
3 questions for PLNT
Also covers: BC, DOOO, MANU +3 more
Alexander Perry
Bank of America
2 questions for PLNT
Also covers: COLM, CWH, FOXF +10 more
CO
Chris O'cull
Stifel Financial Corp
1 question for PLNT
Also covers: BROS, CAVA, CMG +11 more
JS
J.P. Scafidi
ROTH Capital Partners
1 question for PLNT
KW
Korinne Wolfmeyer
Piper Sandler & Co.
1 question for PLNT
Also covers: AIRS, BBWI, CHD +14 more
LR
Logan Reich
RBC Capital Markets
1 question for PLNT
Also covers: BROS, CAVA, DPZ +5 more
LH
Lucas Hudson
Bank of America
1 question for PLNT
Also covers: GOOS, MODG
Madison Callinan
Canaccord Genuity
1 question for PLNT
Also covers: CENT, DRVN, DTC +4 more
ML
Marni Lysaght
Macquarie Group
1 question for PLNT
Martin Mitela
Raymond James & Associates, Inc.
1 question for PLNT
Also covers: BRCC, GOLF, HLLY +3 more
Max Rakhlenko
TD Cowen
1 question for PLNT
Also covers: ARHS, BOOT, ORLY +2 more
Megan Christine Alexander
Morgan Stanley
1 question for PLNT
Also covers: BC, CAG, COOK +15 more
Megan Clapp
Morgan Stanley
1 question for PLNT
Also covers: BRBR, CAG, CPB +14 more
Recent press releases and 8-K filings for PLNT.
Planet Fitness Discusses 2025 Performance and 2026 Outlook
PLNT
Guidance Update
Share Buyback
Revenue Acceleration/Inflection
- Planet Fitness reported strong 2025 results, including 20.8 million members and 181 new unit openings, with comparable store sales increasing by 6.7%.
- The company plans to raise the Black Card membership price from $24.99 to $29.99, supported by an all-time high Black Card penetration of over 66% by Q3 2025.
- For 2026, Planet Fitness anticipates 6%-7% unit growth over the planning horizon, expecting to open under 200 units in 2026 and exceeding 200 in 2027 and 2028.
- Capital allocation priorities include investing in business growth, returning value to shareholders through buybacks (including a $350 million Accelerated Share Repurchase and $150 million in prior buybacks), and maintaining a leverage profile in the 4-6x range.
- Real estate availability is improving, with vacancy rates increasing to 4.3%-4.4%, and rent growth moderated below the rate of inflation in the first two quarters of 2025.
Jan 13, 2026, 3:30 PM
Planet Fitness Reviews Strong 2025 Performance and Outlines 2026 Strategy
PLNT
Guidance Update
Share Buyback
New Projects/Investments
- Planet Fitness reported strong 2025 results, including 20.8 million members, 181 new unit openings, and 6.7% comparable sales.
- The company plans to raise the Black Card membership price from $24.99 to $29.99, supported by increased Black Card penetration (over 66% by Q3 2025) and perceived value.
- Planet Fitness reiterated its long-term outlook for 6%-7% unit growth, projecting under 200 new unit openings in 2026 and over 200 in 2027 and 2028.
- Capital allocation priorities include investing in growth, returning value to shareholders via buybacks (including a $350 million ASR and $150 million in prior buybacks), and maintaining a 4-6x leverage profile.
- International expansion is progressing, with the first club in Spain showing strong performance, and plans to refranchise Spain while targeting one to two new international markets annually.
Jan 13, 2026, 3:30 PM
Planet Fitness Discusses 2025 Momentum and 2026 Outlook at ICR Conference
PLNT
Guidance Update
Share Buyback
New Projects/Investments
- Planet Fitness reported strong 2025 results, including 20.8 million members, 181 new unit openings, and 6.7% comparable store sales. The company also saw a significant increase in High School Summer Pass participation, reaching 3.7 million participants in 2025.
- The company plans a Black Card price increase from $24.99 to $29.99, supported by an all-time high Black Card penetration of over 66% by Q3 2025. Planet Fitness maintains a 6%-7% unit growth outlook over the planning horizon, with 2026 expected to be under 200 new openings and exceeding 200 in 2027 and 2028.
- Planet Fitness emphasizes a capital-light model and has returned value to shareholders through $150 million in buybacks and a $350 million Accelerated Share Repurchase (ASR). For 2026, the company anticipates revenue increases from a 1% shift from LAF to NAF, offset by a headwind in the equipment segment, and an impact to interest expense partially mitigated by the ASR.
Jan 13, 2026, 3:30 PM
Planet Fitness Announces Key 2025 Year-End Operational Metrics
PLNT
Revenue Acceleration/Inflection
New Projects/Investments
- Planet Fitness ended 2025 with approximately 20.8 million members.
- The company reported a full year System-Wide Same Club Sales increase of 6.7% for 2025.
- In 2025, Planet Fitness opened 181 new clubs, bringing the system-wide total to 2,896 clubs.
- Planet Fitness plans to release its full fiscal year 2025 results and 2026 outlook on February 24, 2026.
Jan 12, 2026, 1:02 PM
Planet Fitness Announces Key Year-End 2025 Operational Metrics
PLNT
Revenue Acceleration/Inflection
Guidance Update
New Projects/Investments
- Planet Fitness ended 2025 with approximately 20.8 million total members.
- Full year System-Wide Same Club Sales increased by 6.7% in 2025.
- The company opened 181 new clubs and placed equipment in 152 new franchised clubs in 2025, bringing the total system-wide clubs to 2,896 as of December 31, 2025.
- Planet Fitness plans to release its full fiscal year 2025 results and 2026 outlook on February 24, 2026.
Jan 12, 2026, 1:00 PM
Planet Fitness Completes Refinancing and Announces Share Repurchase Program
PLNT
Debt Issuance
Share Buyback
- Planet Fitness, Inc. completed a refinancing transaction on December 15, 2025, issuing $750 million in new securitized notes.
- The new notes consist of $400 million Class A-2-I Senior Secured Notes with a 5.274% fixed interest rate and $350 million Class A-2-II Senior Secured Notes with a 5.649% fixed interest rate.
- Proceeds from the refinancing will be used to repay approximately $410 million of existing notes, cover transaction costs, and fund general corporate purposes, including share repurchases.
- Concurrently, the company announced a $350 million accelerated share repurchase (ASR) agreement, utilizing the remaining authorization under its existing $500 million share repurchase program.
- A new $500 million share repurchase program was authorized by the Board of Directors, effective upon the completion of the ASR.
Dec 15, 2025, 9:41 PM
Planet Fitness Announces $350 Million Accelerated Share Repurchase Program
PLNT
Share Buyback
- Planet Fitness, Inc. (PLNT) has entered into a $350 million accelerated share repurchase agreement (ASR Agreement) with Citibank, N.A..
- This ASR Agreement is part of the existing $500 million share repurchase authorization announced on June 13, 2024, with approximately $350 million remaining available before this agreement.
- The company will initially receive approximately 2.5 million shares of Class A common stock, with the final settlement of the transaction expected no later than the first quarter of 2026.
- A new $500 million share repurchase program (2025 Share Repurchase Program) has been authorized by the Board of Directors, which will become effective upon the completion of the ASR Agreement and will replace the 2024 program.
Dec 15, 2025, 9:36 PM
Planet Fitness Completes Refinancing Transaction
PLNT
Debt Issuance
Share Buyback
- Planet Fitness, Inc. completed its previously announced refinancing transaction on December 15, 2025.
- The new 2025 Notes consist of $750 million Class A-2 Senior Secured Notes, issued in two tranches: $400 million Class A-2-I with a 5.274% fixed interest rate and $350 million Class A-2-II with a 5.649% fixed interest rate.
- The refinancing also includes a revolving financing facility for up to $75 million in Variable Funding Notes, with none drawn at closing.
- Proceeds from the 2025 Notes will be used to repay approximately $410 million of Series 2022-1 Class A-2-I Notes, cover transaction costs, fund reserve accounts, and for general corporate purposes, including share repurchases.
Dec 15, 2025, 9:30 PM
Planet Fitness Prices $750 Million Securitized Financing Facility
PLNT
Debt Issuance
Share Buyback
- Planet Fitness priced a $750 million securitized financing facility on December 5, 2025, comprising $400 million Series 2025-1 Class A-2-I Notes at 5.274% (five-year term) and $350 million Series 2025-1 Class A-2-II Notes at 5.649% (seven-year term).
- The proceeds from these notes will be used to repay approximately $410 million of existing Series 2022-1 Class A-2-I Notes, cover transaction costs, and for general corporate purposes, which may include funding share repurchases.
- The company also expects to enter into a new $75 million variable funding note facility, in addition to the existing facility which had no outstanding borrowings as of September 30, 2025.
- The transaction is anticipated to close on or around December 15, 2025.
Dec 5, 2025, 10:04 PM
Planet Fitness Prices $750 Million Securitized Financing Facility
PLNT
Debt Issuance
Share Buyback
- Planet Fitness, Inc. priced $750 million of Series 2025-1 Class A-2 Fixed Rate Senior Secured Notes.
- The offering consists of two tranches: $400 million at a 5.274% fixed interest rate with a five-year anticipated repayment term, and $350 million at a 5.649% fixed interest rate with a seven-year anticipated repayment term.
- Proceeds from the Class A-2 Notes will primarily be used to repay approximately $410 million of existing Series 2022-1 Class A-2-I Notes and for general corporate purposes, which may include funding share repurchases.
- The company also expects to enter into a new $75 million variable funding note facility.
- The transaction is anticipated to close on or around December 15, 2025.
Dec 5, 2025, 10:00 PM
Quarterly earnings call transcripts for Planet Fitness.
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