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Xponential Fitness Inc

Xponential Fitness Inc

XPOF
$6.66USD↓-2.20%-0.15 today

MARKET CAP

327.5M

P/E (TTM)

—

FWD P/E

8.9x

DAY RANGE

$7 – $7

52W RANGE

$4
$11

AI Summary

Stalk
Buy NowMedium

XPOF is in a strong continuation phase marked by a Lockout Rally that rapidly reclaimed key EMAs on expanding volume, signaling institutional urgency. The Medium-Term bias remains firmly bullish in a Stage 2 context, reinforced by continuation pattern dynamics. Although short-term indicators are overbought, the Lockout Rally override justifies immediate participation. Focus for entries is on any shallow pullbacks into the 9/20 EMA zone and breakout above the 50-day moving average. Primary risks include a potential rejection at the 50DMA and a loss of momentum if buying volume wanes.

  • ↑Member retention rose 36bps YoY in Q1 2026
  • ↑Opened 66 studios in Q1, bringing total to 3,137 globally
  • ↓Q1 same-store sales declined 6.2% YoY
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The case for & against

Bull & Bear analysis

Bearish

Xponential Fitness, Inc. (NYSE: XPOF) is a prominent franchisor in the health and wellness sector, boasting a diverse portfolio of boutique fitness brands including Club Pilates, PureBar, and StretchLab. With a primary focus on enhancing member experience and franchisee performance, the company operates primarily in the North American market but is increasingly pursuing international expansion. Their strategic initiatives aim to capture market opportunities arising from consumer preferences towards fitness and wellness, driven by rising health consciousness.

Bull says

  • ↑Member retention rose 36bps YoY in Q1 2026
  • ↑Opened 66 studios in Q1, bringing total to 3,137 globally
  • ↑Launched >$20 M national marketing campaign to boost engagement
  • ↑Guides Q2 revenue of $260–270 M with 72.5% EPS growth YoY
  • ↑Moderate balance sheet quality and favorable peer positioning
  • ↑Digital partnerships enhancing lead generation and conversion

Bear says

  • ↓Q1 same-store sales declined 6.2% YoY
  • ↓Long-term debt increased to $523.7 M, raising leverage risk
  • ↓Q1 revenue fell 21% YoY to $60.7 M amid recognition shifts
  • ↓Equipment outsourcing drove higher costs and eroded margins
  • ↓Legal payments of $16.4 M for franchise lawsuits limit liquidity
  • ↓Weak profitability and negative momentum factors signal inefficiencies

Investment themes with XPOF

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Earnings Call · Q1 2026 · Mgmt. Guidance

Updated 05-11-2026neutral

Transcript signals

Bull points

  • continued focusing on operating in a more integrated way, aligning marketing, operations, technology, and brand building to drive stronger performance and set the foundation for continued operational improvement.
  • Overall, our Club Pilates growth pipeline remains robust, and we have an expectation to expand to over 2,100 studios domestically.
  • year-over-year company-wide member retention improved 36 basis points, and March marked our best member retention month since Q1 2024. In particular, this strong member retention in Club Pilates continues to produce one of the strongest three-year member LTB at over $2,300.

Bear points

  • Our Q1 same-store studio sales were down 6% overall and down 4% for Club Pilates, which was a modest change from the fourth quarter decrease of 3% in Club Pilates.
  • we have seen lower digital traffic driven by industry-wide platform changes at Meta and Google.
  • But the actual performance appears to have come in somewhat softer than that expectation.
Read full transcript analysis ›