other material
confidence high
sentiment positive
materiality 0.75
Planet Fitness targets low-double-digit revenue CAGR, mid-teens EBITDA CAGR for 2026-2028
Planet Fitness, Inc.
- Long-term growth algorithm: revenue low-double-digit % CAGR; adj. EBITDA mid-teens % CAGR; adj. EPS mid-to-high teens % CAGR.
- Same-club sales growth target mid-single-digit %; new club unit growth 6–7% annually.
- Company operates ~2,800 clubs with ~21M members; strategic imperatives include brand evolution and club format optimization.
- Capital allocation priorities: invest in growth, share repurchases ($1.5B since 2018), maintain leverage at 4.0–6.0x.