Boutique fitness studio franchisor Xponential Fitness (NYSE:XPOF) will be announcing earnings results this Thursday after the bell. Here’s what to look for.
Xponential Fitness beat analysts’ revenue expectations last quarter, reporting revenues of $78.82 million, down 2.1% year on year. It was a very strong quarter for the company, with a beat of analysts’ EPS estimates and a solid beat of analysts’ EBITDA estimates.
Is Xponential Fitness a buy or sell going into earnings? Read our full analysis here, it’s free for active Edge members.
This quarter, the market is expecting Xponential Fitness’s revenue to decline 11.3% year on year, a further deceleration from the 6.8% decrease it recorded in the same quarter last year.
Xponential Fitness Total Revenue
Analysts covering the company have generally reconfirmed their estimates over the last 30 days, suggesting they anticipate the business to stay the course heading into earnings. Xponential Fitness has missed Wall Street’s revenue estimates multiple times over the last two years.
Looking at Xponential Fitness’s peers in the consumer discretionary – leisure facilities segment, some have already reported their Q4 results, giving us a hint as to what we can expect. AMC Entertainment’s revenues decreased 1.4% year on year, beating analysts’ expectations by 1%, and Planet Fitness reported revenues up 10.5%, topping estimates by 2.4%. AMC Entertainment traded down 2.6% following the results.
Read our full analysis of AMC Entertainment’s results here and Planet Fitness’s results here.
Debates around the economy’s health and the impact of potential tariffs and corporate tax cuts have caused much uncertainty in 2025. While some of the consumer discretionary – leisure facilities stocks have shown solid performance in this choppy environment, the group has generally underperformed, with share prices down 2.3% on average over the last month. Xponential Fitness is up 6.2% during the same time and is heading into earnings with an average analyst price target of $10.90 (compared to the current share price of $8.22).
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