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Edge12 Dec 2025
Running on Clouds: The Story of On
The story of how a Swiss runner's pursuit of a new running sensation became On, aiming to be the most premium global sportswear brand worldwide.
WW International
WW International (WW) investor relations material
WW International CJS Securities 26th Annual "New Ideas for the New Year” Investor Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.CJS Securities 26th Annual "New Ideas for the New Year” Investor Conference summary14 Jan, 2026
Business overview and strategic direction
Over six decades, the brand has evolved from in-person meetings to a comprehensive digital and clinical support system, now running 20,000 meetings monthly and employing 3,000 coaches globally.
The company is integrating GLP-1 medications into its offerings, supported by 700 clinicians in the U.S. prescribing drugs like Ozempic, Wegovy, Zepbound, and Mounjaro.
Emphasis remains on combining medication with behavioral support, community, and education, validated by leading health organizations and internal data.
Data shows Med Plus members on GLP-1s lost an average of 21% body weight in 12 months, outperforming competitors and those on medication alone.
Members engaging in the GLP-1 Success Program lost nearly 30% more weight than those using medication without behavioral support.
Financial transformation and performance
A 2025 financial reorganization reduced debt from $1.6 billion to $465 million, halved interest expenses, and retained $175 million in cash.
At Q3 2025, the company reported $465 million in debt, $170 million in cash, and guided $145–$150 million in adjusted EBITDA for 2025.
The business operates with high gross margins (75% in Q3 2025) and low capital intensity, with most CapEx in digital app development.
$100 million in cost savings were achieved through real estate reduction, headcount right-sizing, and shifting 70% of cost of revenue to variable costs.
Strategic priorities for 2026 include revamping member experience, modernizing the brand, and scaling clinical offerings to drive top-line growth.
Competitive positioning and partnerships
The company leverages a comprehensive care model, offering insurance support, dietitians, care teams, and GLP-1-focused workshops.
30% of clinical signups come from existing behavioral members, making customer acquisition more efficient; clinical ARPU is 4–5x higher than behavioral.
Direct integrations with NovoCare and LillyDirect streamline medication access, enable collaborative launches, and provide seamless member experiences.
Collaboration with Amazon Pharmacy enhances convenience, offering real-time medication availability, coupon integration, and fast shipping.
GLP-1 Success Program impact on outcomes?
How do pharma partnerships streamline access?
New brand strategy's primary objective?
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Next WW International earnings date
Q4 202526 Feb, 2026
WW International
Next WW International earnings date
Q4 202526 Feb, 2026
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Frequently asked questions
WW International, Inc. is a provider of weight management products and services. WW International's products include: and products that support healthy weight management through nutrition and fitness. The company offers its products in Internet-based and retail channels. WW International serves consumers; professionals who counsel patients on nutrition, fitness and lifestyle changes; employers who offer employee wellness programs to help their employees manage their weight; and health care organizations. The company also provides education sessions designed to help purchasers maximize results from their entire program.
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