Added to YB: 2026-10-15
Pitch date: 2026-10-12
XPOF [neutral]
Xponential Fitness, Inc.
-1.04%
current return
Author Info
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Company Info
Xponential Fitness, Inc., through its subsidiaries, operates as a boutique fitness brands franchisor in North America.
Market Cap
$203.1M
Pitch Price
$4.82
Price Target
N/A
Dividend
N/A
EV/EBITDA
7.39
P/E
-3.44
EV/Sales
2.29
Sector
Hotels, Restaurants and Leisure
Category
special_situation
Monthly SpreadHunters Monitoring #9 - Xponential Fitness, Inc.
XPOF (hold): Xponential’s standalone turnaround has broken after Q2 revenue fell 13%, North American same-store sales declined 6.8% and adjusted EBITDA dropped 22%; high debt and weak cash flow further reduce downside protection. The position remains a binary special situation: the Jefferies-led strategic review is ongoing, and Fund 1 has increased its economic exposure and activist pressure, but declining comps, margin pressure and no corporate transaction could create substantial downside.
Read full article (4 min)