Earnings summaries and quarterly performance for Xponential Fitness.
Executive leadership at Xponential Fitness.
Board of directors at Xponential Fitness.
Research analysts who have asked questions during Xponential Fitness earnings calls.
John Heinbockel
Guggenheim Partners
4 questions for XPOF
Also covers: ACI, ASO, COST +14 more
JK
Jonathan Komp
Robert W. Baird & Co.
4 questions for XPOF
Also covers: AS, BOOT, COLM +11 more
JA
Joseph Altobello
Raymond James & Associates, Inc.
4 questions for XPOF
Also covers: BC, BRCC, CWH +16 more
Randal Konik
Jefferies LLC
4 questions for XPOF
Also covers: AKA, BIRK, BOWL +11 more
RM
Richard Magnusen
B. Riley Securities
4 questions for XPOF
Also covers: MSA, TLYS, ZUMZ
CO
Christopher O'Cull
Stifel, Nicolaus & Company
3 questions for XPOF
Also covers: BROS, CAVA, CMG +13 more
John-Paul Wollam
Roth Capital Partners, LLC
3 questions for XPOF
Also covers: GENK, GOLF, KRUS +3 more
KW
Korinne Wolfmeyer
Piper Sandler & Co.
3 questions for XPOF
Also covers: AIRS, BBWI, CHD +14 more
Owen Rickert
Northland Securities
2 questions for XPOF
Also covers: ASPU, BETR, HNST +3 more
CO
Chris O'cull
Stifel Financial Corp
1 question for XPOF
Also covers: BROS, CAVA, CMG +11 more
RM
Ryan Meyers
Lake Street Capital Markets
1 question for XPOF
Also covers: AKA, BARK, FTLF +12 more
Recent press releases and 8-K filings for XPOF.
Xponential Fitness Announces Debt Refinancing and New Credit Facilities
XPOF
Debt Issuance
- Xponential Fitness, Inc. (XPOF) announced on December 8, 2025, that it has entered into a new credit agreement to refinance its existing debt.
- The new credit facilities include a $525 million five-year term loan facility and a $25 million revolving credit facility.
- Proceeds from the term loan will be used to refinance the existing credit facility in full, fund the repurchase of outstanding convertible preferred stock, and cover associated fees and expenses.
- This refinancing is expected to decrease interest payments by up to one percent if certain financial milestones are achieved, and it eliminates preferred stock that was convertible into approximately 8.2 million shares of common stock.
Dec 8, 2025, 10:27 PM
Xponential Fitness Refinances Debt and Repurchases Preferred Stock
XPOF
Debt Issuance
Share Buyback
- Xponential Fitness has entered into a new credit agreement, which includes a $525 million five-year term loan facility and a $25 million revolving credit facility.
- The proceeds from the term loan will be used to refinance the company's existing credit facility and to repurchase all outstanding convertible preferred stock.
- This refinancing is anticipated to decrease interest payments by up to one percent if certain financial milestones are achieved, and it eliminates preferred stock that was convertible into approximately 8.2 million shares of common stock.
Dec 8, 2025, 9:05 PM
Xponential Fitness Updates on Strategy, Legal Matters, and Refinancing Efforts
XPOF
Legal Proceedings
Debt Issuance
Management Change
- New CEO Mike Nuzzo has joined, and Xponential Fitness has streamlined its portfolio to five brands, shifting to a more centralized, leaner operating structure focused on sustainable growth and strong unit economics.
- Club Pilates is highlighted as a "golden goose" with strong four-wall economics and AUVs reaching $1 million, with a focus on faster unit expansion. The company is actively working to improve StretchLab's performance by adjusting its go-to-market strategy and focusing on consumer engagement, and is not looking to divest the brand.
- The SEC investigation has been closed, and the company is cooperating with the DOJ investigation. A deal is in place for a franchisee class action lawsuit.
- Xponential Fitness is pursuing a refinancing of its approximately $370 million in debt and 8 million share prep, targeting completion by year-end to secure a new five-year runway and lower capital costs.
Dec 8, 2025, 2:20 PM
Exponential Fitness Outlines Strategic Direction and Refinancing Efforts
XPOF
CEO Change
Legal Proceedings
Debt Issuance
- Mike Nuzzo recently assumed the role of CEO, succeeding Mark King, and is focused on improving operational dynamics between corporate support and brands.
- Exponential Fitness has reduced its brand portfolio from 11 to 5, concentrating on high-return brands like Club Pilates, while actively working to improve StretchLab's performance rather than divesting it.
- The SEC investigation has concluded, but the company continues to cooperate with an ongoing DOJ investigation and is in the process of solidifying a deal for a franchisee class action lawsuit.
- The company is actively pursuing debt refinancing for approximately $370 million in debt and 8 million preferred shares, aiming for a new five-year runway and lower cost of capital, with an announcement anticipated by year-end 2025.
Dec 8, 2025, 2:20 PM
Xponential Fitness Management Discusses Company Strategy, Legal Matters, and Refinancing Efforts
XPOF
CEO Change
Legal Proceedings
Debt Issuance
- Mike Nuzzo, the new CEO, joined Xponential Fitness due to the attractive boutique fitness space, strong brands, and opportunities to leverage his operating experience to improve corporate support and studio dynamics.
- The company has evolved from 11 brands to five core brands, focusing on deploying capital and resources for the best return, and shifting to a more centralized operating structure to leverage scale and drive margin pass-through.
- Xponential Fitness is addressing a slowdown in same-store sales, particularly for StretchLab, by implementing new initiatives and focusing on top-of-funnel metrics and healthy Average Unit Volumes (AUVs), with no current plans to divest StretchLab.
- The SEC investigation has been closed, but the company is still cooperating with the DOJ and is working towards a settlement for a franchisee class action lawsuit.
- The company is actively pursuing refinancing of its approximately $370 million debt to achieve certainty, lower cost of capital, and a new five-year runway, with an announcement expected before year-end.
Dec 8, 2025, 2:20 PM
Xponential Fitness Discusses Strategic Evolution, Legal Matters, and Refinancing
XPOF
Legal Proceedings
Debt Issuance
CEO Change
- The company has strategically streamlined its portfolio from 11 to five core brands and shifted to a centralized operating structure to enhance scale and margin pass-through.
- Regarding legal and regulatory matters, the SEC investigation has been closed, while the DOJ investigation remains ongoing. A deal is in place for a franchisee class action lawsuit, currently undergoing the solidification process.
- Xponential Fitness is in the process of refinancing its $370 million debt and an 8 million share prep, with the goal of securing a new five-year financing structure and benefiting from future interest rate reductions, anticipating an announcement by year-end.
- Club Pilates is identified as a high-performing brand with AUVs quickly reaching $1 million and significant growth potential, both domestically and internationally. Conversely, StretchLab is undergoing a strategic reset to improve performance, with no current plans for divestment.
- While same-store sales slowed and turned negative in Q3, management prioritizes strong Average Unit Volumes (AUVs) and the rapid ramp-up of new studios, considering zero to low single-digit comps acceptable given the robust unit economics.
Dec 8, 2025, 2:20 PM
Xponential Fitness announces Q3 2025 financial results and FY 2025 guidance
XPOF
Earnings
Guidance Update
- Xponential Fitness reported a net loss of ($6,746) thousand and adjusted diluted earnings per share of $0.34 for Q3 2025.
- The company achieved an Adjusted EBITDA of $33,479 thousand with a 42% margin in Q3 2025.
- For fiscal year 2025, Xponential Fitness provided guidance for revenue between $300.0 million and $310.0 million and Adjusted EBITDA between $106.0 million and $111.0 million.
- The FY 2025 guidance also includes North America System-wide Sales between $1,730 million and $1,750 million and 170 to 190 Net New Studio Openings (Global).
Nov 6, 2025, 9:30 PM
Xponential Fitness Reports Q3 2025 Results and Updates 2025 Guidance
XPOF
Earnings
Guidance Update
Layoffs
- Xponential Fitness reported Q3 2025 revenue of $78.8 million, a 2% decrease year-over-year, and an adjusted EBITDA of $33.5 million, up 9% year-over-year. The company recorded a net loss of $6.7 million or $0.18 per basic share, but an adjusted net income of $19.3 million or $0.36 per basic share.
- North America system-wide sales increased 10% year-over-year to $432.2 million, primarily driven by net new studio openings, while same-store sales were down 0.8%. The company ended the quarter with 3,066 global open studios, opening 78 gross new studios and closing 32 global studios.
- The company has streamlined its brand portfolio to BFT, Club Pilates, Pure Barre, StretchLab, and YogaSix following recent divestitures. A reduction in force in October is expected to result in annualized SG&A savings of approximately $6 million.
- Xponential Fitness reiterated its 2025 guidance for net new studio openings (170-190), total revenue ($300 million - $310 million), and adjusted EBITDA ($106 million - $111 million). However, it adopted a more conservative outlook for North America system-wide sales, now projected to range from $1.73 billion - $1.75 billion.
Nov 6, 2025, 9:30 PM
Xponential Fitness, Inc. Announces Third Quarter 2025 Financial Results
XPOF
Earnings
Guidance Update
Demand Weakening
- Xponential Fitness, Inc. reported revenue of $78.8 million for Q3 2025, a 2% decrease from the prior year, and a net loss of $6.7 million, or $0.18 per basic share.
- The company achieved adjusted net income of $19.3 million, or $0.36 per basic share, and Adjusted EBITDA of $33.5 million, representing a 9% increase year-over-year.
- System-wide sales for Q3 2025 grew 10% year-over-year to $432.2 million, while North America same store sales decreased by 1%.
- For full year 2025, the company reiterated its guidance for revenue between $300.0 million and $310.0 million and Adjusted EBITDA between $106.0 million and $111.0 million.
Nov 6, 2025, 9:18 PM
Xponential Fitness, Inc. Announces Divestiture of Lindora
XPOF
M&A
- Xponential Fitness, Inc. completed the divestiture of its Lindora brand to Next Health Management Group, Inc. on September 19, 2025.
- The company stated that this divestiture will allow it to focus time and capital on core fitness modalities to improve profitability.
- The terms of the transaction were not disclosed.
Sep 19, 2025, 1:00 PM
Quarterly earnings call transcripts for Xponential Fitness.
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