XPONENTIAL FITNESS INC CLASS A (XPOF)
Consumer Discretionary · Boutique fitness franchising and wellness experiences · NYSE
A multi-brand boutique fitness franchisor with five lifestyle brands spanning pilates, barre, yoga, stretching, and functional training, generating revenue through franchising partnerships across North America and international markets.
What XPONENTIAL FITNESS INC CLASS A does
Xponential Fitness is a multi-brand boutique fitness franchisor operating five lifestyle brands: Club Pilates, Pure Barre, YogaSix, StretchLab, and BFT across pilates, barre, yoga, stretching, and functional training disciplines. The company generates revenue through franchise fees, equipment sales, merchandise, and marketing fund contributions from franchisees operating studios across 49 U.S. states, Puerto Rico, and 28 additional countries. Recently, the company divested CycleBar, Rumble, and Lindora brands to refocus on its core boutique fitness portfolio. XPO operates as a franchisor model rather than owning and operating studios directly, relying on franchisee partners for studio-level execution.
Themes: ["Boutique fitness franchising","Multi-brand wellness platform","Pilates and barre","Yoga and stretching","Health and wellness experiences","Franchise model scaling"]
Fundamentals
- Price$6.86 as of 2026-07-09 close
- Market cap$333M as of 2026-07-10
- 1-year return-32.2% as of 2026-07-09 close
- Net margin-11.1% as of 2026-07-10
- Gross margin+81.4% as of 2026-07-10
- ROE+75.6% as of 2026-07-10
- Debt / equity11.24 as of 2026-07-10
- Revenue growth (YoY)-5.8% as of 2026-07-10
- Revenue CAGR (3y)+9.0% SEC XBRL
- Beta1.08 as of 2026-07-10
Dividend: yield +1.2%; pays a dividend.
Key risks (from latest filing)
["Revenue decline with -5.8% year-over-year growth and negative net margin of -11.1%, indicating operational profitability challenges in the current environment","High debt burden of approximately $505 million in long-term debt against total assets of $322 million, creating significant leverage and refinancing risk","Dependence on franchisee performance and studio economics; franchisees' inability to operate profitably directly impacts franchise fees and royalties that represent the majority of company revenue"]
Competitors & peers
- Life Time Group Holdings
- F45 Training
- Barry's Bootcamp
- Orangetheory Fitness
- Equinox Fitness
- ClassPass
Fundamentals: Finnhub, as of 2026-07-10. Filings: SEC EDGAR. Prices are delayed daily-close data.
Last updated 2026-07-09.
Informational only — NOT financial advice. All figures are delayed daily-close data from SEC EDGAR & Finnhub, shown with their as-of date.