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Mar 31, 2023

Xponential Fitness Q1 2023 Earnings Report

Xponential Fitness reported a 40% increase in revenue and a 42% increase in North America system-wide sales compared to Q1 2022.

Key Takeaways

Xponential Fitness, Inc. announced its financial results for the first quarter ended March 31, 2023, revealing a 40% increase in revenue to $70.7 million and a 42% increase in North America system-wide sales to $317.8 million compared to the same period last year. The company raised its full-year 2023 outlook for North America system-wide sales, revenue, and Adjusted EBITDA.

Revenue grew by 40% to $70.7 million compared to Q1 2022.

North America system-wide sales increased by 42% to $317.8 million compared to Q1 2022.

North America same store sales grew by 20%, compared to 47% in Q1 2022.

North America quarterly run-rate average unit volume (AUV) was $542,000, compared to $450,000.

Total Revenue
$70.7M
Previous year: $50.4M
+40.4%
EPS
-$0.02
Previous year: -$0.19
-89.5%
NA System-Wide Sales
$318M
Previous year: $225M
+41.6%
NA Same Store Sales
20%
Previous year: 47%
-57.4%
Gross Profit
$47.6M
Previous year: $32.2M
+48.0%
Cash and Equivalents
$28.1M
Previous year: $15.8M
+78.1%
Free Cash Flow
$9.22M
Previous year: $1.09M
+746.2%
Total Assets
$484M
Previous year: $435M
+11.4%

Xponential Fitness

Xponential Fitness

Xponential Fitness Revenue by Segment

Forward Guidance

Xponential Fitness is increasing its full-year 2023 guidance for system-wide sales, revenue and Adjusted EBITDA, and re-affirming guidance for net new studio openings.

Positive Outlook

  • Net new studio openings in the range of 540 to 560, or an increase of 8% at the midpoint as compared to full year 2022.
  • North America system-wide sales in the range of $1.37 billion to $1.38 billion, or an increase of 33% at the midpoint as compared to full year 2022.
  • Revenue in the range of $290.0 million to $300.0 million, or an increase of 20% at the midpoint as compared to full year 2022.
  • Adjusted EBITDA in the range of $102.0 million to $106.0 million, or an increase of 40% at the midpoint as compared to full year 2022.
  • Tax rate in the mid-to-high single digits.

Revenue & Expenses

Visualization of income flow from segment revenue to net income