Xponential Fitness, Inc. Class A (XPOF)

In Q3 2025, Xponential Fitness reported EPS of $0.34, exceeding expectations, but revenue decreased by 2% year-over-year. The company completed the sale of CycleBar and Rumble to Extraordinary Brands, LLC. The SEC concluded an investigation into Xponential Fitness without taking action. The stock price has declined over the past year, with a 52-week range between $5.38 and $18.87, and as of January 30, 2026, the share price was $7.94.

While specific patterns are not detailed, Xponential Fitness's demand has slowed significantly over the last two years. The fitness industry generally experiences increased demand at the beginning of the year. The company's digital platform could help mitigate seasonal fluctuations.

Xponential Fitness, Inc. is a global franchisor of boutique health and wellness brands, operating within the Consumer Services sector. The company sells and supports franchise licenses, generating revenue through royalty fees, initial franchise fees, and the sale of equipment and branded merchandise. Xponential Fitness aims to provide specialized workouts in community-based environments. The company's portfolio includes Club Pilates, StretchLab, YogaSix, Pure Barre, BFT, and Lindora. CycleBar and Rumble were divested to Extraordinary Brands, LLC in July 2025.

Xponential Fitness has a significant global presence, with over 3,000 studios open across 49 U.S. states and 31 countries. The company expands internationally through master franchise or international expansion agreements.

Xponential Fitness's brand reputation has faced challenges and positive developments. The company suspended its former CEO and reported a net loss of US$98.7 million for 2025, restating its 2023 financial position. A Bloomberg article highlighted concerns with franchisee success. The conclusion of the SEC investigation without action could positively impact its reputation.

Xponential Fitness, Inc. has a substantial number of institutional owners and shareholders. Major institutional shareholders include Voss Capital, LLC, BlackRock, Inc., and Vanguard Group Inc. Significant individual owners include Anthony Geisler (32.31%) and Mark Grabowski (26.54%).