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Jun 30, 2023

Planet Fitness Q2 2023 Earnings Report

Planet Fitness reported strong Q2 2023 results, with revenue increasing by 27.6% and system-wide same store sales growing by 8.7%.

Key Takeaways

Planet Fitness, Inc. reported a strong second quarter in 2023, marked by a 27.6% increase in total revenue to $286.5 million. System-wide same store sales increased by 8.7%. The company opened 26 new Planet Fitness stores and repurchased $100 million in shares during the quarter.

Total revenue increased by 27.6% to $286.5 million.

System-wide same store sales increased by 8.7%.

Net income attributable to Planet Fitness, Inc. was $41.1 million, or $0.48 per diluted share.

Adjusted EBITDA increased to $118.9 million.

Total Revenue
$286M
Previous year: $224M
+27.6%
EPS
$0.65
Previous year: $0.38
+71.1%
System-Wide Same Store Sales
8.7%
Previous year: 13.6%
-36.0%
New Clubs Opened
26
Previous year: 34
-23.5%
Total Membership
18.4M
Previous year: 16.5M
+11.5%
Cash and Equivalents
$236M
Previous year: $384M
-38.4%

Planet Fitness

Planet Fitness

Planet Fitness Revenue by Segment

Forward Guidance

Planet Fitness updated its 2023 outlook, expecting revenue to increase approximately 12%, Adjusted EBITDA to increase approximately 17%, and Adjusted net income to increase approximately 30%.

Positive Outlook

  • Revenue to increase approximately 12%.
  • Adjusted EBITDA to increase approximately 17%.
  • Adjusted net income to increase approximately 30%.
  • Adjusted earnings per share to increase approximately 34%.
  • Net interest expense to be in the low $70 million range.

Challenges Ahead

  • New equipment placements of approximately 140 in franchisee-owned locations.
  • System-wide new store openings of approximately 160 locations.
  • Capital expenditures to increase approximately 40%.
  • Depreciation and amortization to increase in the high-teens percentage range.
  • System-wide same store sales in the high single-digit percentage range