{"schema_version":"secwatch.filing_event.v1","accession":"0001193125-26-212028","form_type":"8-K","ticker":"XPOF","cik":"0001802156","company_name":"Xponential Fitness, Inc.","filed_at":"2026-05-07T23:59:59+00:00","discovered_at":"2026-05-14T18:02:32.932538+00:00","generated_at":"2026-05-14T21:57:50.836967+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"negative","materiality_score":0.75,"calibrated_materiality_score":0.75,"confidence":"high","headline":"Xponential Fitness Q1 revenue falls 21% to $60.7M; same-store sales down 6%","bullets":["Revenue $60.7M (-21% YoY); net loss improved to $0.8M from $2.7M loss.","NA same-store sales -6% (vs +6% prior); system-wide sales +2% to $436.9M.","Adjusted EBITDA $20.4M, down 25% from $27.3M; adj. EPS loss $0.04.","FY2026 guidance reiterated: 150-170 net new studios, revenue $260-270M, adj. EBITDA $100-110M.","Opened 66 gross studios and sold 28 franchise licenses in Q1."],"urls":{"canonical":"https://secwatch.observer/filing/0001193125-26-212028","json":"https://secwatch.observer/filing/0001193125-26-212028.json","markdown":"https://secwatch.observer/filing/0001193125-26-212028.md","text":"https://secwatch.observer/filing/0001193125-26-212028.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1802156/000119312526212028/0001193125-26-212028-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1802156/000119312526212028/d63903d8k.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-05-14T21:57:50.836967+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[{"claim_id":"b82d0c45bc5e5900b114fd053915ab5fa0d36c24","claim":"Xponential Fitness, Inc. reported Full year 2026 results: revenue $260.0 million to $270.0 million. Guidance reaffirmed.","evidence_excerpt":"The Company is reiterating full year 2026 outlook, which compares to 2025 results as follows: • Net new studio openings in the range of 150 to 170, or a decrease of 20% at the midpoint; • North America system-wide sales 1 in the range of $1.72 billion to $1.80 billion, or an increase of 1% at the midpoint; • Revenue in the range of $260.0 million to $270.0 million, representing a decrease of 16% at the midpoint; and • Adjusted EBITDA 5 in the range of $100.0 million to $110.0 million, representing a decrease of 6% at the midpoint.","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1802156/000119312526212028/0001193125-26-212028-index.htm","confidence":0.9,"family_label":"Earnings Releases","details":[{"label":"Period","value":"Full year 2026"},{"label":"Revenue","value":"$260.0 million to $270.0 million"},{"label":"Guidance","value":"reaffirmed"},{"label":"Result","value":"guidance update"}],"fact_type":"earnings_release"},{"claim_id":"e05cbf2b13f78d216eac246822398b7b5d8cdbc0","claim":"Xponential Fitness, Inc. reported First quarter ended March 31, 2026 results: revenue $60.7 million, net income Net loss of $0.8 million, EPS loss of $0.02 per basic share.","evidence_excerpt":"boutique health and wellness brands, today reported financial results for the first quarter ended March 31, 2026. Financial Highlights: Q1 2026 Compared to Q1 2025 • Revenue of $60.7 million decreased 21%. • North America system-wide sales 1 increased 2% to $436.9 million. • North America same store sales 2 decreased 6%, compared to growth of 6%. • North America","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1802156/000119312526212028/0001193125-26-212028-index.htm","confidence":0.98,"family_label":"Earnings Releases","details":[{"label":"Period","value":"First quarter ended March 31, 2026"},{"label":"Revenue","value":"$60.7 million"},{"label":"Net income","value":"Net loss of $0.8 million"},{"label":"EPS","value":"loss of $0.02 per basic share"},{"label":"Result","value":"reported results"}],"fact_type":"earnings_release"}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}