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Mar 31, 2022

Xponential Fitness Q1 2022 Earnings Report

Xponential Fitness's first quarter of 2022 showed significant growth. Revenue increased by 73%, and North America system-wide sales grew by 70%. The company sold 260 franchise licenses and opened 99 new studios.

Key Takeaways

Xponential Fitness reported a strong first quarter in 2022, marked by substantial revenue growth and expansion in North America system-wide sales. The company opened new studios and sold numerous franchise licenses, while also reaffirming its full-year outlook for continued growth.

Revenue grew by 73% to $50.4 million compared to Q1 2021.

North America system-wide sales increased by 70% to $224.5 million.

North America same store sales grew by 47%, compared to a decline of 24% in Q1 2021.

North America quarterly run-rate average unit volume (AUV) reached $450,000, compared to $303,000 in Q1 2021.

Total Revenue
$50.4M
EPS
-$0.19
NA System-Wide Sales
$225M
NA Same Store Sales
47%
Gross New Studio Openings
99
Gross Profit
$32.2M
Cash and Equivalents
$15.8M
Free Cash Flow
$1.09M
Total Assets
$435M

Xponential Fitness

Xponential Fitness

Xponential Fitness Revenue by Segment

Forward Guidance

The company is reiterating its full-year 2022 outlook.

Positive Outlook

  • New studio openings in the range of 500 to 520, or an increase of 81% at the midpoint as compared to full year 2021
  • North America system-wide sales in the range of $995.0 million to $1.005 billion, or an increase of 41% at the midpoint as compared to full year 2021
  • Revenue in the range of $201.0 million to $211.0 million, or an increase of 33% at the midpoint as compared to full year 2021
  • Adjusted EBITDA in the range of $67.0 million to $71.0 million, or an increase of 153% at the midpoint as compared to full year 2021
  • Tax rate in mid-to-high single digits

Revenue & Expenses

Visualization of income flow from segment revenue to net income