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.
Xponential Fitness (XPOF) came out with a quarterly loss of $0.03 per share versus the Zacks Consensus Estimate of $0.19. This compares to earnings of $0.07 per share a year ago.
Xponential Fitness is a global franchisor of boutique fitness brands with diversified revenue streams. The company's differentiated model and competitive advantages drive top-line growth and higher margins vs. peers. XPOF's attractive economics, >90% FCF conversion, and extensive growth runway imply an intrinsic value of $32/share.
Xponential Fitness (XPOF) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.