The Beachbody Company (BODY) Investor presentation summary

Mission and market opportunity

• Mission is to help people achieve their goals and lead healthier, more fulfilling lives through nutrition and fitness tools.

• Over 32 million customers served and $12.5+ billion in revenue since inception.

• Operates in the $6.5 trillion global wellness industry, with fitness and nutrition representing a $2.2 trillion opportunity.

• 27+ years of innovation in fitness and nutrition, with a strong portfolio of iconic brands.

Business transformation and turnaround

• Transitioned from MLM to a multi-channel model, exiting MLM in December 2024 and expanding into DTC, Amazon, affiliate, and retail channels.

• Reduced headcount from over 1,000 to under 300 in four years, increasing organizational agility.

• Adjusted EBITDA breakeven revenue reduced from $900 million to $180 million in less than three years.

• Refinanced debt from $50 million to $25 million, cutting interest rate from 28% to 14.8%.

Financial performance and milestones

• Achieved 10 consecutive quarters of positive Adjusted EBITDA totaling $69.8 million.

• Reported full-year operating income and positive net income in 2025 for the first time since IPO.

• Free cash flow positive in 2025, with significant improvements in net income and adjusted net income.

• Revenue breakeven reduced by $720 million from 2022 to 2025.

• Cash position at $36.6 million and debt at $25 million as of March 31, 2026.