Xponential Fitness, Inc. Q4 2024 Earnings Call:
On March 13, 2025, at 4:30 PM ET, Xponential Fitness, Inc. (XPOF) held its Fourth Quarter and Full Year 2024 Earnings Call. The call was hosted by Avery Wannemacher, Investor Relations, and featured key executives: Mark King, Chief Executive Officer, and John Meloun, Chief Financial Officer. The call was attended by several analysts, including Chris O’Cull from Stifel, John Heinbockel from Guggenheim Partners, Randy Konik from Jefferies, Jonathan Komp from Baird, Joe Altobello from Raymond James, and Richard Magnusen from B. Riley Securities. Owen Rickert from Northland Capital Markets served as the call operator.
Company Participants:
- Avery Wannemacher – Investor Relations
- Mark King – Chief Executive Officer
- John Meloun – Chief Financial Officer
Conference Call Participants:
- Chris O’Cull – Stifel
- John Heinbockel – Guggenheim Partners
- Randy Konik – Jefferies
- Jonathan Komp – Baird
- Joe Altobello – Raymond James
- Richard Magnusen – B. Riley Securities
- Owen Rickert – Northland Capital Markets
During the call, Mark King, CEO of Xponential Fitness, discussed the company’s strong finish to 2024, with record revenue and membership growth across all brands. He highlighted the success of the company’s digital offerings, including virtual and on-demand fitness classes, which have seen significant growth due to the ongoing pandemic. John Meloun, CFO, provided more details on the financial results, including revenue growth, Operating Income, and Free Cash Flow.
Chris O’Cull from Stifel asked about the company’s plans for international expansion, to which Mark King responded that they are actively exploring opportunities in several markets, including Europe and Asia. John Heinbockel from Guggenheim Partners inquired about the company’s strategy for maintaining its competitive edge in the increasingly crowded fitness industry. Mark King emphasized the importance of continuous innovation and investment in technology to provide a differentiated experience for their members.
Randy Konik from Jefferies asked about the company’s plans for new brand launches, to which Mark King announced that they are planning to launch a new brand focused on functional fitness in the near future. Jonathan Komp from Baird asked about the company’s outlook for 2025, to which John Meloun provided guidance for revenue growth and Operating Income.
Impact on Individuals:
For individuals looking for a fitness solution, Xponential Fitness’s strong financial performance and continued innovation in digital offerings bode well for the future. With a growing number of brands and a focus on technology, Xponential Fitness is well-positioned to cater to various fitness preferences and needs.
Impact on the World:
The fitness industry has seen a significant shift towards digital offerings due to the pandemic, and Xponential Fitness’s strong performance in this area underscores this trend. As more companies adopt technology to cater to the evolving needs of consumers, the fitness industry as a whole is likely to see continued growth and innovation.
Conclusion:
Xponential Fitness, Inc.’s strong finish to 2024, with record revenue and membership growth across all brands, highlights the company’s resilience and adaptability in the face of the ongoing pandemic. With a focus on continuous innovation and investment in technology, Xponential Fitness is well-positioned to cater to the evolving needs of consumers and maintain its competitive edge in the increasingly crowded fitness industry. The company’s strong performance and continued growth are likely to have a positive impact on individuals seeking a fitness solution and the fitness industry as a whole, as more companies adopt technology to cater to the evolving needs of consumers.
