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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.
Xponential Fitness (XPOF) investor relations material
Xponential Fitness Raymond James TMT and Consumer Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Raymond James TMT and Consumer Conference summary8 Dec, 2025
Leadership and strategic direction
New CEO Mike Nuzzo highlights the attractive boutique fitness market, strong brands, and opportunities to leverage operational experience for growth, with a focus on positioning for 2026.
The company has shifted from rapid brand acquisition to focusing on five core brands, centralizing operations to drive margin and support franchisees.
Emphasis is on sustainable growth, professionalizing operations, and supporting franchisees to achieve high average unit volumes (AUVs).
Brand performance and growth initiatives
Club Pilates is identified as a key growth driver, with strong four-wall economics and rapid ramp to $1 million AUVs; focus remains on opening more units and expanding internationally.
International expansion targets Europe and Asia, leveraging successful master franchise relationships in Australia and Japan, with Club Pilates as the initial focus.
StretchLab faces unique scaling challenges due to its one-on-one service model; initiatives include customer education, marketing, and operational adjustments to improve AUVs and retention.
No current plans to divest StretchLab; efforts are underway to restore growth and profitability.
Financial performance and operational focus
Same-store sales have slowed, but the business maintains strong AUVs and rapid studio ramp-up, especially for Club Pilates.
Focus is on driving top-of-funnel marketing, improving digital investments, and maintaining healthy system-wide sales and royalty production.
Operational efficiency and margin flow-through are prioritized, with healthy franchisee economics even at lower AUVs.
Unlock Club Pilates' full valuation potential?
How to fix StretchLab's declining AUVs?
Refinancing: What's the target cost of capital?
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Next Xponential Fitness earnings date
Q4 20256 Mar, 2026
Next Xponential Fitness earnings date
Q4 20256 Mar, 2026
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Frequently asked questions
Xponential Fitness Inc is a franchisor of boutique fitness brands offering a range of wellness and exercise programs. The company’s portfolio includes studios specializing in pilates, cycling, rowing, dance, and yoga, among others. It supports franchisees through marketing, technology, and operational infrastructure. Xponential Fitness Inc is headquartered in Irvine, California, and its shares are listed on the NYSE.
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