Beachbody Shares Surge 33.3% on New Retail Strategy Announcement
- Stock Surge: Beachbody (BODI) shares soared 33.3% to $11.10 on Wednesday afternoon, with over 183,000 shares traded, nearly four times the three-month average, reflecting strong market enthusiasm for the company's new retail strategy.
- Retail Strategy Shift: Starting in Q2, the company plans to offer its P90X and Shakeology supplements at grocery stores, drugstores, and club stores, which is expected to yield 'healthy margins', marking a significant shift towards nutrition products and a projected increase in revenue share by the end of 2026.
- Improved Financial Performance: Despite a 35.7% year-over-year revenue decline to $55.5 million, the company achieved a $64.1 million reduction in expenses in Q4, with gross margin rising from 70.5% to 74.5%, demonstrating effective cost control and enhanced profitability.
- User Growth Trend: Although total subscriptions dipped slightly to 950,000, the daily/monthly average users increased by 60 basis points to 31.3%, indicating a positive growth trend in user retention and engagement despite the overall decline in subscriptions.
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Beachbody Shares Surge 33.3% on New Retail Strategy Announcement
- Stock Surge: Beachbody (BODI) shares soared 33.3% to $11.10 on Wednesday afternoon, with over 183,000 shares traded, nearly four times the three-month average, reflecting strong market enthusiasm for the company's new retail strategy.
- Retail Strategy Shift: Starting in Q2, the company plans to offer its P90X and Shakeology supplements at grocery stores, drugstores, and club stores, which is expected to yield 'healthy margins', marking a significant shift towards nutrition products and a projected increase in revenue share by the end of 2026.
- Improved Financial Performance: Despite a 35.7% year-over-year revenue decline to $55.5 million, the company achieved a $64.1 million reduction in expenses in Q4, with gross margin rising from 70.5% to 74.5%, demonstrating effective cost control and enhanced profitability.
- User Growth Trend: Although total subscriptions dipped slightly to 950,000, the daily/monthly average users increased by 60 basis points to 31.3%, indicating a positive growth trend in user retention and engagement despite the overall decline in subscriptions.
Beachbody Company Inc. Projects Q4 Earnings Per Share of -$0.15 and Revenue of $53.8 Million, According to LSEG IBES Data
Company Overview: Beach Body Company reported a significant decrease in its Q4 earnings, with a loss of $0.15 per share.
Revenue Performance: The company generated revenue of $53.8 million during the same quarter, indicating its financial performance amidst challenges.
BEACHBODY COMPANY INC - DILUTED QUARTERLY NET INCOME PER COMMON SHARE REACHES $0.71
Company Overview: Beachbody Company Inc. has reported its quarterly net income per common share.
Financial Performance: The diluted earnings per share for the quarter is $0.71.
Beachbody Company Inc. Projects Q1 2026 Revenue Between $49 Million and $54 Million
- Revenue Outlook: Beach Body Company Inc. projects a revenue increase from $49 million to $54 million for Q1 2026.
- Financial Performance: The anticipated growth reflects a positive trend in the company's financial performance.
Beachbody Company Q4 Earnings Beat Expectations
- Revenue Performance: Beachbody Company reported a Q4 non-GAAP EPS of $7.20 with revenues of $55.5 million, a 35.7% year-over-year decline, yet beating expectations by $1.5 million, indicating resilience in a challenging market.
- Digital Revenue Decline: Digital revenue fell to $153.3 million from $224.3 million year-over-year, highlighting challenges in digital product sales and necessitating a reassessment of market strategies to regain growth momentum.
- Operational Efficiency Gains: Total operating expenses decreased to $178.3 million from $353.6 million year-over-year, primarily due to cost-cutting and operational optimization, achieving an operating income of $5.5 million, marking the company's first positive operating income since going public.
- Cash Flow Improvement: For the year ended December 31, 2025, cash provided by operating activities was $21.8 million, significantly up from $2.6 million in the prior year, demonstrating substantial improvements in cash management and operational efficiency, thereby enhancing the capacity for future investments and expansion.
Beachbody (BODI) Price Target Raised by 31.18% to $10.37
Price Target Update: The average one-year price target for Beachbody (NasdaqCM:BODI) has been revised to $10.37 per share, reflecting a 31.18% increase from the previous estimate of $7.90, although it represents a 7.08% decrease from the latest closing price of $11.16.
Fund Sentiment: There are currently 52 funds reporting positions in Beachbody, a slight decrease of 1 fund (1.89%) from the last quarter, with the average portfolio weight dedicated to BODI increasing by 175.33%.
Shareholder Activity: Raine Capital maintains a 15.39% ownership with 671K shares, while Whetstone Capital Advisors increased its holdings by 11.29% to 400K shares, representing 9.17% ownership. Other shareholders like MSA Advisors and Vanguard Total Stock Market Index Fund have not changed their positions.
Fintel Overview: Fintel is a comprehensive investing research platform that provides data on fundamentals, analyst reports, ownership data, and more, aimed at individual investors and small hedge funds.
Beachbody Shares Surge 33.3% on New Retail Strategy Announcement
- Stock Surge: Beachbody (BODI) shares soared 33.3% to $11.10 on Wednesday afternoon, with over 183,000 shares traded, nearly four times the three-month average, reflecting strong market enthusiasm for the company's new retail strategy.
- Retail Strategy Shift: Starting in Q2, the company plans to offer its P90X and Shakeology supplements at grocery stores, drugstores, and club stores, which is expected to yield 'healthy margins', marking a significant shift towards nutrition products and a projected increase in revenue share by the end of 2026.
- Improved Financial Performance: Despite a 35.7% year-over-year revenue decline to $55.5 million, the company achieved a $64.1 million reduction in expenses in Q4, with gross margin rising from 70.5% to 74.5%, demonstrating effective cost control and enhanced profitability.
- User Growth Trend: Although total subscriptions dipped slightly to 950,000, the daily/monthly average users increased by 60 basis points to 31.3%, indicating a positive growth trend in user retention and engagement despite the overall decline in subscriptions.
Beachbody Company Inc. Projects Q4 Earnings Per Share of -$0.15 and Revenue of $53.8 Million, According to LSEG IBES Data
Company Overview: Beach Body Company reported a significant decrease in its Q4 earnings, with a loss of $0.15 per share.
Revenue Performance: The company generated revenue of $53.8 million during the same quarter, indicating its financial performance amidst challenges.
BEACHBODY COMPANY INC - DILUTED QUARTERLY NET INCOME PER COMMON SHARE REACHES $0.71
Company Overview: Beachbody Company Inc. has reported its quarterly net income per common share.
Financial Performance: The diluted earnings per share for the quarter is $0.71.
Beachbody Company Inc. Projects Q1 2026 Revenue Between $49 Million and $54 Million
- Revenue Outlook: Beach Body Company Inc. projects a revenue increase from $49 million to $54 million for Q1 2026.
- Financial Performance: The anticipated growth reflects a positive trend in the company's financial performance.
Beachbody Company Q4 Earnings Beat Expectations
- Revenue Performance: Beachbody Company reported a Q4 non-GAAP EPS of $7.20 with revenues of $55.5 million, a 35.7% year-over-year decline, yet beating expectations by $1.5 million, indicating resilience in a challenging market.
- Digital Revenue Decline: Digital revenue fell to $153.3 million from $224.3 million year-over-year, highlighting challenges in digital product sales and necessitating a reassessment of market strategies to regain growth momentum.
- Operational Efficiency Gains: Total operating expenses decreased to $178.3 million from $353.6 million year-over-year, primarily due to cost-cutting and operational optimization, achieving an operating income of $5.5 million, marking the company's first positive operating income since going public.
- Cash Flow Improvement: For the year ended December 31, 2025, cash provided by operating activities was $21.8 million, significantly up from $2.6 million in the prior year, demonstrating substantial improvements in cash management and operational efficiency, thereby enhancing the capacity for future investments and expansion.
Beachbody (BODI) Price Target Raised by 31.18% to $10.37
Price Target Update: The average one-year price target for Beachbody (NasdaqCM:BODI) has been revised to $10.37 per share, reflecting a 31.18% increase from the previous estimate of $7.90, although it represents a 7.08% decrease from the latest closing price of $11.16.
Fund Sentiment: There are currently 52 funds reporting positions in Beachbody, a slight decrease of 1 fund (1.89%) from the last quarter, with the average portfolio weight dedicated to BODI increasing by 175.33%.
Shareholder Activity: Raine Capital maintains a 15.39% ownership with 671K shares, while Whetstone Capital Advisors increased its holdings by 11.29% to 400K shares, representing 9.17% ownership. Other shareholders like MSA Advisors and Vanguard Total Stock Market Index Fund have not changed their positions.
Fintel Overview: Fintel is a comprehensive investing research platform that provides data on fundamentals, analyst reports, ownership data, and more, aimed at individual investors and small hedge funds.
