XPONENT.FITN. CLA DL-0001

Xponential Fitness reported Q2 revenue of $66 million (down 13%) and adjusted EBITDA of $21.9 million (down 22%), with North American same-store sales falling 6.8%. The franchisor ended the quarter with 3,165 studios, is pursuing a Club Pilates deal expected to add 117 studios, but is shifting priorities toward organic membership growth, franchisee economics and digital marketing. Management lowered 2026 guidance to $250–260 million in revenue and $91–97 million in adjusted EBITDA, expects about $11.4 million in additional settlement payments this year, and said cash flow should turn positive in 2027 while the board reviews strategic alternatives. » More on finance.yahoo.com

Voss Capital said it pushed Xponential Fitness to conduct a full strategic review after privately engaging and then sending public letters, citing a large gap between public market value and its estimate of the private value of Club Pilates. Xponential Fitness responded by replacing some board members, amending change-of-control payouts to better align incentives, and hiring an investment bank to explore alternatives. The company’s shares have underperformed (closed at $5.49 on May 29, market cap $268.12 million) and Q1 revenue fell to $60.7 million, down $16.2 million year-over-year. » More on finance.yahoo.com

Xponential Fitness said in an SEC filing that Chief Operating Officer Timothy Weiderhoft is leaving the company effective Wednesday. No information was given on a successor or the reasons for his departure. The announcement comes against the backdrop of sharp share declines (‑22% last week, ‑38% year-to-date) and weaker-than-expected Q1 2026 results, with EPS of -$0.04 and revenue of $60.7 million, both below forecasts. » More on de.investing.com

Xponential Fitness has reached a settlement with the US Federal Trade Commission and will pay $17.0 million over twelve months to compensate franchisees; the settlement contains no admission of guilt and has been submitted to the court for approval. The company calls the agreement an end to an old chapter and says it will focus on operations under new leadership. Xponential continues to face financial challenges (share price $5.68, -31% in six months), but analysts cited by InvestingPro see a possible return to profitability and upside potential. » More on de.investing.com

Majority shareholder Voss Capital, with roughly a 19.3% stake, is calling on Xponential Fitness to hire independent financial advisers and to explore strategic alternatives, including a sale. Voss stresses that Club Pilates generated an EBITDA of $102 million in 2024 and by itself is worth more than the group's current market capitalization of $179 million. Xponential carries total debt of about $520 million, projects adjusted EBITDA of $105 million for 2026, and is under financial strain with net leverage of roughly five times and annual interest costs of around $55 million. The board is urged to form an independent committee; analysts say that despite a 40% share-price decline there are near-term chances to return to profitability. » More on de.investing.com