Xponential Fitness reported Q4 '24 post-market on March 13th, with shares declining 40%. The company also announced that they restated their 2023 financials. This quarter was about taking a medicine once for historical missteps, and it was the new CEO's first full quarter, as he came on only in June of 2024. With the new CEO's experience at Adidas and Taco Bell and a new management team, I believe the company can expand internationally and achieve healthy franchisor economics.
Xponential Fitness (XPOF) witnessed a jump in share price last session on above-average trading volume. The latest trend in earnings estimate revisions for the stock suggests that there could be more strength down the road.
Xponential Fitness, Inc. (NYSE:XPOF ) Q4 2024 Results Conference Call March 13, 2025 4:30 PM ET Company Participants Avery Wannemacher - Investor Relations Mark King - Chief Executive Officer John Meloun - Chief Financial Officer Conference Call Participants Chris O'Cull - Stifel John Heinbockel - Guggenheim Partners Randy Konik - Jefferies Jonathan Komp - Baird Joe Altobello - Raymond James Richard Magnusen - B. Riley Securities Owen Rickert - Northland Capital Markets Operator Greetings, and welcome to the Xponential Fitness, Inc. Fourth Quarter and Full Year 2024 Earnings Call.
While the top- and bottom-line numbers for Xponential Fitness (XPOF) give a sense of how the business performed in the quarter ended December 2024, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
XPOF's fourth-quarter performance is likely to have benefited from its strong franchise model, expansion initiatives and digital efforts.
Xponential Fitness had a troublesome 2023, but the latter half of 2024 has changed the narrative of this ticker. In June of this year, Mark King was hired as the new CEO. Mark, previously of Adidas North America and Taco Bell, profitably grew both brands. I believe he is poised to do the same in his new position, and he is actively hiring a new management team.
Stifel analyst Chris O'Cull raised the firm's price target on Xponential Fitness to $20 from $18 and keeps a Buy rating on the shares. Last year, the company ran Black Friday new member promos at StretchLab and Pure Barre, notes the firm, which does not expect those promos to be repeated this year. In light of this, the firm decided to "take a more conservative approach" with its comp projection and expects full-year same-store sales growth of about 6.0%, unchanged from its previous full-year estimate.
Xponential Fitness, Inc. (NYSE:XPOF ) Q3 2024 Earnings Conference Call November 7, 2024 4:30 PM ET Company Participants Avery Wannemacher - IR Mark King - CEO John Meloun - Chief Financial Officer Conference Call Participants Randy Konik - Jefferies John Heinbockel - Guggenheim Partners Joe Altobello - Raymond James Chris O'Cull - Stifel Jonathan Komp - Baird J.P. Wollam - ROTH Capital Partners Richard Magnusen - B.
The headline numbers for Xponential Fitness (XPOF) give insight into how the company performed in the quarter ended September 2024, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
Xponential Fitness (XPOF) came out with a quarterly loss of $0.04 per share versus the Zacks Consensus Estimate of $0.18. This compares to earnings of $0.53 per share a year ago.
While the top- and bottom-line numbers for Xponential Fitness (XPOF) give a sense of how the business performed in the quarter ended June 2024, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
Xponential Fitness, Inc. (NYSE:XPOF ) Q2 2024 Earnings Conference Call August 1, 2024 4:30 PM ET Company Participants Avery Wannemacher - Senior Associate, ADDO IR Brenda Morris - Lead Director Mark King - Chief Executive Officer Sarah Luna - President John Meloun - Chief Financial Officer Conference Call Participants Randal Konik - Jefferies John Heinbockel - Guggenheim Partners Ryan Meyers - Lake Street Capital Markets Korinne Wolfmeyer - Piper Sandler Chris O'Cull - Stifel Financial Corp. Jonathan Komp - Robert W. Baird & Co. Warren Cheng - Evercore ISI Joseph Altobello - Raymond James Jeff Van Sinderen - B.