Financial PerformanceRevenue rose +5.1% (consensus +1.4%) including franchise +8.4% (+2.1% beat), corporate +10.3% (-0.6% miss), and equipment -8.4% (+13% miss; 18 placements vs. 26; favorable re-equip timing shift), and adjusted EPS of $0.71 topped $0.66 consensus reflecting adjusted EBITDA margin +87 bp to 42.4%.
LeadershipNew leadership fostering positive changes by focusing on bolstering leadership, enhancing members' experience, and upgrading marketing to unlock faster growth.
Pricing StrategyRefreshed pricing dynamics positions PLNT to benefit from pricing power, driving earnings upgrades.