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- **Revenue Growth Accelerates**: Q3 revenue up 13% YoY, with 6.9% same-club sales growth.
- **Black Card Penetration Soars**: 66.1% penetration, +300bps YoY, driven by value perception.
- **Gen Z Engagement Record**: 3.7M teens in Summer Pass, 19M workouts, 93% reported behavior change.
- **Global Expansion Momentum**: 10 Spain clubs opened, 80% system-wide on modern layouts.
- **Profitability Boost**: Adjusted EBITDA up 14.4%, margin 42.6%.
- **Share Buyback**: $100M returned to shareholders in Q3.
- **Black Card Price Hike**: $29.99 effective 2026, tested as AUV-positive.
- **Marketing Efficiency**: 1% ad fund shift to national, leveraging AI for CRM.


**【CEO Opening Remarks】**
- Q3 2025 ended with 20.7 million members, up 6.9% system-wide same-club sales growth, and 35 new clubs opened (including 5 regional gym conversions). 
- Black Card penetration reached 66.1%, up 300 basis points YoY, with 93% of Summer Pass participants reporting improved fitness routines.
- Gen Z engagement strong: 3.7 million teens participated in the Summer Pass program, up 30% YoY, with 19 million workouts completed.
- Global expansion progress: 2,795 clubs globally, including 10 new Spain locations.

**【CFO Financial Highlights】**
- Total revenue: $330.3M (+13% YoY), driven by franchise (+11%) and corporate (+7.6%) segments.
- Adjusted EBITDA: $140.8M (+14.4%), margin 42.6%.
- Updated FY25 Outlook: 
  - Same-club sales growth: 6.5% (up from 6%)
  - Revenue growth: 11% (up from 10%)
  - Adjusted EBITDA growth: 12% (up from 10%)
- $100M share buyback completed in Q3.

**【Q&A Key Highlights】**
- **Marketing Shift**: 1% of local ad fund moved to national, enabling more efficient media buys and AI-driven CRM.
- **Attrition Trends**: Elevated YoY churn due to click-to-cancel, but moderating late in Q3.
- **Black Card Pricing**: $29.99 price increase effective post-peak 2026, tested to be AUV-accretive.
- **Franchisee Confidence**: 95% of new clubs built with optimized formats, 80% system-wide with modern layouts.
- **Spain Expansion**: 10 clubs opened, strong performance validating global strategy.
- **AI & Tech**: Testing red light therapy, spray tanning, and AI-powered workout plans for Black Card Spa.


Planet Fitness, Inc. (PLNT) Q3 2025 Earnings Call Transcript

Revenue

Sales and Services Revenue

Financing Services Revenue

Other Revenue

Cost of Revenue

Cost of Goods and Services

Cost of Financing Services

Other Cost

Gross Profit

Other Operating Income

Operating Expenses

Selling, General and Administrative Expenses

Selling and Marketing Expenses

General and Administrative Expenses

Research and Development Expenses

Loss on Bad Debts

Loss on Impairment of Other Assets

Loss on Disposal of Assets

Other Operating Expenses

Operating Income

Non-Operating Income (Loss)

Income (Loss) from Affiliates

Income (Loss) from Associates

Income (Loss) from Joint ventures

Gain (Loss) on Other Investment

Gain (Loss) on Change in Fair Value

Gain (Loss) on Foreign Currency Exchange

Other Non-Operating Income (Loss)

Net Interest Expense

Interest Expense

Interest Income

Pretax Income From Continuing Operations

Income Tax Expense

Current Income Tax

Deferred Income Tax

Income Tax Adjustments

Net Income from Continuing Operations

Income from Discontinued Operations

Other Items Before Net Income

Net Income

Net Income Attributable to Minority Interests

Net Income Attributable to Owners of the Company

Preferred Stock Dividends

Other Adjustments

Net Income Attributable to Common Stockholders

Other Comprehensive Income

Total Comprehensive Income

Total Comprehensive Income Attributable to Minority Interests

Total Comprehensive Income Attributable to Owners of the Company

Basic EPS

Basic EPS from Continuing Operations

Basic EPS from Discontinued Operations

Diluted EPS

Diluted EPS from Continuing Operations

Diluted EPS from Discontinued Operations

PLNT

PLNT fundamentals

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