Beachbody Announces Broader Retail Expansion and Introduces New P90X Program as Part of Turnaround Efforts
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Nov 11 2025
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Should l Buy BODI?
Source: SeekingAlpha
Management Achievements: Beachbody reported its first net income since going public, achieving eight consecutive quarters of positive adjusted EBITDA and generating $13.1 million in free cash flow in the first nine months of 2025. The company significantly reduced its revenue breakeven point from $900 million in 2022 to $180 million today.
Product and Subscription Launches: The company plans to launch a comprehensive retail initiative in 2026, including the introduction of Shakeology to retail channels and new P90X and Insanity-branded supplements. Additionally, new subscription models were introduced, including a $19 per month offer and a $9.99 Super Trainer subscription.
Financial Performance: In Q3 2025, total revenues were $59.9 million, a decline of 6.3% sequentially and 41.4% year-over-year, attributed to the transition from an MLM platform to an omni-channel model. However, gross margins improved to 74.6%, and operating expenses decreased by 21%.
Future Outlook and Risks: Management expressed optimism about future growth, focusing on innovation and retail expansion, while acknowledging potential near-term revenue pressures from the ongoing transition. There are concerns about slight declines in nutrition margins due to lower price points and the timing of retail rollouts.
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Analyst Views on BODI
Wall Street analysts forecast BODI stock price to rise
2 Analyst Rating
2 Buy
0 Hold
0 Sell
Moderate Buy
Current: 11.160
Low
9.00
Averages
12.00
High
15.00
Current: 11.160
Low
9.00
Averages
12.00
High
15.00
About BODI
The Beachbody Company, Inc. is a fitness and nutrition company providing fitness, nutrition and stress-reducing programs to its customers. The Company's products include digital subscriptions, nutritional products and connected fitness products. Its digital subscriptions include BOD and a live interactive premium subscription, BODi. Its digital platforms provide a one-stop-shop for all types of fitness and nutrition content, with brands such as P90X, Insanity, 21 Day Fix, 80 Day Obsession, Morning Meltdown 100, LIIFT4, Unstress Meditations, Portion Fix, 4 Weeks of Focus, Sure Thing, Dig Deeper, and others. The Beachbody On Demand Interactive (BODi) platform gives users access to comprehensive, highly produced, and creatively diverse fitness content with dynamic trainers. Its nutritional products include Shakeology, Beachbody Performance supplements, BEACHBARs and others. Its digital subscription offerings are complemented by its connected fitness products acquired from Myx.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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