What changed
$PLNT — WATCHLIST 📊
Planet Fitness, Inc., together with its subsidiaries, franchises and operates fitness centers under the Planet Fitness brand.
🎯 Q1 FY26 | Rev $0B | EPS $0.83 vs $0.79 🟢
💡 Consensus expected $0.79, actual $0.83, a beat of ~5%. However, the beat was small, and forward estimates likely already reflect modest growth. Market-implied expectations for unit expansion and margin progression appear reasonable, leaving no variant view that could reprice the stock significantly in 3 months.
📉 Reward/Risk: 0:1
🏢 Business Quality: 7/10 - Strong franchise model with recurring revenue, high margins, and recession-resistant low-cost positioning, but facing competitive pressure and maturing unit growth.
📊 Valuation: fair - Trailing P/E ~21x, EV/EBITDA ~15x, in line with historical averages and franchise peers.
📊 Our read: WATCHLIST. Full analysis →
https://stockduty.xyz/s/PLNT0620
Why it matters
Planet Fitness, Inc., together with its subsidiaries, franchises and operates fitness centers under the Planet Fitness brand.