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. » Altro su 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. » Altro su 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. » Altro su de.investing.com