Earnings summaries and quarterly performance for WW INTERNATIONAL.
Executive leadership at WW INTERNATIONAL.
Board of directors at WW INTERNATIONAL.
Research analysts who have asked questions during WW INTERNATIONAL earnings calls.
AF
Alex Fuhrman
Craig-Hallum Capital Group LLC
5 questions for WW
Also covers: APYX, ATER, BNED +21 more
Nathaniel Feather
Morgan Stanley
5 questions for WW
Also covers: BMBL, CHWY, DUOL +6 more
Henry Carr
UBS
3 questions for WW
Karru Martinson
Jefferies
3 questions for WW
Also covers: ARKO, BGS, HLF +1 more
JW
Jack Wallace
Guggenheim Partners
2 questions for WW
Also covers: ACCD, AMWL, PHR +1 more
ML
Michael Lasser
UBS
2 questions for WW
Also covers: AAP, ASO, AZO +24 more
SD
Stephanie Davis
Barclays
2 questions for WW
Also covers: ACCD, CAH, COR +20 more
LB
Linda Bolton-Weiser
D.A. Davidson & Co.
1 question for WW
Also covers: CLX, ELF, FLWS +14 more
Recent press releases and 8-K filings for WW.
Weight Watchers Details 2025 Financial Reorganization and GLP-1 Strategy at CJS Conference
WW
New Projects/Investments
Guidance Update
Product Launch
- Weight Watchers completed a financial reorganization in 2025, reducing its debt from $1.6 billion to $465 million and freeing up approximately $50 million annually in interest payments. The company guided to $145-$150 million in Adjusted EBITDA for 2025, with adjusted gross margins around 75% and full-year adjusted EBITDA margins around 20%.
- The company has strategically embraced GLP-1 medications, acquiring telehealth business Sequence in April 2023 and now employing approximately 700 clinicians to prescribe medications like Ozempic and Wegovy.
- Weight Watchers' comprehensive care model, integrating clinical care with behavioral support, has shown strong results: Med Plus members on GLP-1s lost an average of 21% of weight in the first year, 30% more than competitors, and those engaging in the GLP-1 Success Program lost almost 30% more weight than those on medication alone.
- The company is expanding its market reach with the launch of the oral Wegovy pill, which started its second week of availability at a starting dose of $149, expected to increase the total addressable market. Clinical members generate an average revenue per user (ARPU) that is 4 to 5 times that of behavioral members.
- Weight Watchers is investing in brand modernization, a revamped user experience, and new product offerings, including a menopause program launched in October last year, to drive top-line revenue and cater to diverse member needs.
Jan 14, 2026, 4:00 PM
Weight Watchers Details 2025 Financial Reorganization, GLP-1 Strategy, and Product Initiatives
WW
New Projects/Investments
Product Launch
Guidance Update
- Weight Watchers completed a financial reorganization in 2025, significantly reducing its debt from $1.6 billion to $465 million and freeing up approximately $50 million annually in interest payments.
- The company guided to $145-$150 million in Adjusted EBITDA for 2025, with adjusted gross margins around 75% and full-year adjusted EBITDA margins around 20% as of Q3 2025.
- Weight Watchers has strategically integrated GLP-1 medications into its offerings, reporting that Med Plus members on GLP-1s lost an average of 21% of weight in the first year, which is over 30% more than competitors.
- The company launched its Menopause Program in October 2025 and is in its second week of the Wegovy pill launch, aiming to expand the addressable market and enhance member experience through new product offerings and a brand refresh.
- Weight Watchers leverages direct relationships with manufacturers like Novo and Lilly, and with Amazon Pharmacy, to provide streamlined and more affordable medication access for its members.
Jan 14, 2026, 4:00 PM
Weight Watchers discusses strategic shift to clinical care, financial reorganization, and growth initiatives
WW
New Projects/Investments
Guidance Update
Debt Issuance
- Weight Watchers completed a financial reorganization in 2025, which reduced its debt from $1.6 billion to $465 million and is expected to free up $50 million annually in interest payments. The company also retained nearly $175 million of cash and guided for 2025 Adjusted EBITDA of $145-$150 million.
- The company is strategically integrating GLP-1 medications into its offerings, having acquired the telehealth business Sequence in April 2023. This comprehensive model, combining medication with behavioral support, has shown that Med Plus members on GLP-1s lost an average of 21% of weight in the first year, which is over 30% more than competitors.
- Weight Watchers anticipates market expansion due to lower GLP-1 prices and the introduction of oral medications like the Wegovy pill. The company benefits from efficient customer acquisition, with 30% of clinical signups coming from existing behavioral members, and clinical members having an average revenue per user (ARPU) 4-5 times higher than behavioral members.
- The company is investing in a major brand refresh to increase awareness of its medication offerings and is upgrading its technology stack for innovation and improved member experience. It also launched a menopause program in October 2025, offering tailored solutions for specific life stages.
Jan 14, 2026, 4:00 PM
WW Reports Q3 2025 Results with Revenue Decline and Strategic Shift to Clinical Offerings
WW
Earnings
New Projects/Investments
Demand Weakening
- Weight Watchers International reported Q3 2025 revenue of $172 million, an 11% decline year-over-year, with adjusted EBITDA of $43 million and an adjusted EBITDA margin of 24.9%.
- The company experienced a significant shift in its subscriber base, with clinical subscribers growing 60% year-over-year to 124,000, while behavioral subscribers declined 20% year-over-year to 2.9 million. Clinical revenue increased 35% year-over-year.
- WW is undergoing a digital transformation, with modernized app and website iterations expected for peak season early next year, and has launched a Weight Watchers for Menopause program.
- The company successfully transitioned approximately 20% of its compounded GLP-1 members to ongoing clinical programs, exceeding expectations, and anticipates Q3 2025 was the low point for clinical subscribers.
- Management expects Q4 adjusted EBITDA to decline compared to Q3 due to increased marketing investment and projects 2026 capital expenditures to return toward historical levels.
Nov 6, 2025, 1:30 PM
WW International, Inc. Announces Third Quarter 2025 Results
WW
Earnings
Guidance Update
New Projects/Investments
- WW International, Inc. reported Q3 2025 total revenues of $172 million and a net loss of $58 million, with an Adjusted EBITDA of $43 million and an Adjusted EBITDA Margin of 24.9%.
- Clinical Subscription Revenues grew 35% year-over-year to $26 million, contributing to the 3.0 million total subscribers, which includes 124 thousand clinical subscribers.
- The company significantly strengthened its balance sheet post-restructuring, reducing total debt by over 70% (approximately $1.1 billion) and increasing cash to $170 million at quarter-end.
- Full-year fiscal 2025 guidance was narrowed to the higher end of previous ranges, with revenues expected between $695 million and $700 million and Adjusted EBITDA between $145 million and $150 million.
- Strategic focus remains on integrating medical innovation (GLP-1s) with behavioral science, launching initiatives like the new Menopause program, and expanding medical offerings.
Nov 6, 2025, 12:05 PM
Quarterly earnings call transcripts for WW INTERNATIONAL.
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