Beachbody targets 2025 growth with affiliate model and omnichannel strategy
Business Model Transition: The Beachbody Company has shifted from a multi-level marketing structure to a single-level affiliate model, aiming for improved agility and efficiency in its operations while focusing on direct-to-consumer sales and retail partnerships.
Financial Performance and Outlook: In Q4 2024, the company reported revenues of $86.4 million, a decline attributed to the transition, but showed improved gross margins and adjusted EBITDA. Management anticipates a challenging yet optimistic outlook for Q1 2025 with revenue guidance between $60 million and $70 million.
Trade with 70% Backtested Accuracy
Analyst Views on BODI
About BODI
About the author
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 Announces Broader Retail Expansion and Introduces New P90X Program as Part of Turnaround Efforts
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.
The Beachbody Company (BODI): A Rapidly Growing Momentum Stock Still Available at a Discount
Momentum Investing Strategy: Momentum investors focus on "buying high and selling higher," avoiding traditional strategies of buying low and waiting for recovery, which can be risky due to potential loss of momentum in trending stocks.
The Beachbody Company (BODI): BODI is highlighted as a strong candidate for investment due to its recent price increase, positive long-term returns, favorable Momentum Score, and reasonable valuation, making it a potential opportunity for investors looking for fast-paced momentum at a bargain.
Can Beachbody Company (BODI) Surge by 96.55% According to Wall Street Analysts?
The Beachbody Company, Inc. (BODI) Stock Analysis
Recent Performance: BODI closed at $5.51, reflecting a significant 40.9% increase over the past month. Analysts project a mean price target of $10.83, suggesting a potential upside of 96.6%.
Price Target Range: The price targets from analysts vary widely, with a low estimate of $4.00 (indicating a 27.4% decline) and a high of $15.50 (indicating a potential upside of 181.3%). The standard deviation of $6.05 indicates variability in these estimates.
Analyst Insights
Skepticism on Price Targets: While the consensus price target is a popular metric, relying solely on it for investment decisions is cautioned against due to historical inaccuracies in predicting stock movements.
Earnings Estimate Revisions: Analysts show strong agreement in revising earnings estimates upward, with a 49.1% increase in the Zacks Consensus Estimate for the current year. This trend is often correlated with positive stock price movements.
Investment Considerations
Zacks Rank: BODI holds a Zacks Rank of #2 (Buy), placing it in the top 20% of over 4,000 ranked stocks based on earnings estimates, which supports the potential for stock appreciation.
Caution on Price Targets: Investors are advised to treat price targets with skepticism and to consider them as one of many factors in their investment strategy, rather than the sole basis for decisions.
Future Recommendations
Emerging Opportunities: Zacks Investment Research has identified five stocks with high potential for significant gains, including a satellite-based communications firm projected to thrive in the growing trillion-dollar space industry.
Call to Action: Investors are encouraged to explore Zacks' latest stock recommendations, including a report on the "7 Best Stocks for the Next 30 Days."
Why The Beachbody Company (BODI) Is an Excellent Option for Value Investors
Momentum Investing Overview: Momentum investing contrasts with traditional strategies by encouraging investors to "buy high and sell higher," focusing on fast-moving stocks rather than undervalued ones.
Risks of Momentum Investing: Investors may face challenges in determining the right entry points for trending stocks, which can lead to losses if the stock's growth potential does not meet inflated valuations.
The Beachbody Company (BODI): BODI is highlighted as a strong candidate for momentum investing due to its recent price increase of 22.6% over four weeks and a 52% gain over 12 weeks, along with a favorable valuation at 0.12 times its sales.
Investment Strategies and Tools: Zacks offers various investment screens and tools, including the 'Fast-Paced Momentum at a Bargain' screen, to help investors identify promising stocks like BODI while emphasizing the importance of historical performance in stock-picking strategies.
Tiger Finance Provides $35 Million in Funding for The Beachbody Co.
Financing Details: Tiger Finance, in partnership with SG Credit Partners, has provided $35 million in financing to The Beachbody Company, which includes a $25 million term loan and a $10 million uncommitted accordion to support its transition to a new business model.
Strategic Impact: The funding will help Beachbody retire existing debt and enhance its capital for expansion in the digital fitness and nutrition market, positioning the company for improved profitability and long-term growth.
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 Announces Broader Retail Expansion and Introduces New P90X Program as Part of Turnaround Efforts
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.
The Beachbody Company (BODI): A Rapidly Growing Momentum Stock Still Available at a Discount
Momentum Investing Strategy: Momentum investors focus on "buying high and selling higher," avoiding traditional strategies of buying low and waiting for recovery, which can be risky due to potential loss of momentum in trending stocks.
The Beachbody Company (BODI): BODI is highlighted as a strong candidate for investment due to its recent price increase, positive long-term returns, favorable Momentum Score, and reasonable valuation, making it a potential opportunity for investors looking for fast-paced momentum at a bargain.
Can Beachbody Company (BODI) Surge by 96.55% According to Wall Street Analysts?
The Beachbody Company, Inc. (BODI) Stock Analysis
Recent Performance: BODI closed at $5.51, reflecting a significant 40.9% increase over the past month. Analysts project a mean price target of $10.83, suggesting a potential upside of 96.6%.
Price Target Range: The price targets from analysts vary widely, with a low estimate of $4.00 (indicating a 27.4% decline) and a high of $15.50 (indicating a potential upside of 181.3%). The standard deviation of $6.05 indicates variability in these estimates.
Analyst Insights
Skepticism on Price Targets: While the consensus price target is a popular metric, relying solely on it for investment decisions is cautioned against due to historical inaccuracies in predicting stock movements.
Earnings Estimate Revisions: Analysts show strong agreement in revising earnings estimates upward, with a 49.1% increase in the Zacks Consensus Estimate for the current year. This trend is often correlated with positive stock price movements.
Investment Considerations
Zacks Rank: BODI holds a Zacks Rank of #2 (Buy), placing it in the top 20% of over 4,000 ranked stocks based on earnings estimates, which supports the potential for stock appreciation.
Caution on Price Targets: Investors are advised to treat price targets with skepticism and to consider them as one of many factors in their investment strategy, rather than the sole basis for decisions.
Future Recommendations
Emerging Opportunities: Zacks Investment Research has identified five stocks with high potential for significant gains, including a satellite-based communications firm projected to thrive in the growing trillion-dollar space industry.
Call to Action: Investors are encouraged to explore Zacks' latest stock recommendations, including a report on the "7 Best Stocks for the Next 30 Days."
Why The Beachbody Company (BODI) Is an Excellent Option for Value Investors
Momentum Investing Overview: Momentum investing contrasts with traditional strategies by encouraging investors to "buy high and sell higher," focusing on fast-moving stocks rather than undervalued ones.
Risks of Momentum Investing: Investors may face challenges in determining the right entry points for trending stocks, which can lead to losses if the stock's growth potential does not meet inflated valuations.
The Beachbody Company (BODI): BODI is highlighted as a strong candidate for momentum investing due to its recent price increase of 22.6% over four weeks and a 52% gain over 12 weeks, along with a favorable valuation at 0.12 times its sales.
Investment Strategies and Tools: Zacks offers various investment screens and tools, including the 'Fast-Paced Momentum at a Bargain' screen, to help investors identify promising stocks like BODI while emphasizing the importance of historical performance in stock-picking strategies.
Tiger Finance Provides $35 Million in Funding for The Beachbody Co.
Financing Details: Tiger Finance, in partnership with SG Credit Partners, has provided $35 million in financing to The Beachbody Company, which includes a $25 million term loan and a $10 million uncommitted accordion to support its transition to a new business model.
Strategic Impact: The funding will help Beachbody retire existing debt and enhance its capital for expansion in the digital fitness and nutrition market, positioning the company for improved profitability and long-term growth.
