Xponential Fitness is tipped by Evercore ISI to be a boutique fitness growth machine also a Best Idea at gummybear advisors- Mar. 15, 2022 7:34 AM ET Xponential Fitness, Inc. (XPOF) Xponential Fitness(NYSE:XPOF)is on watch on Tuesday after the fitness brand company attracted an Outperform rating from Evercore ISIin new coverage. Evercore ISI said it views boutique fitness as an underappreciated, untapped frontier for franchise consolidation, and Xponential Fitness is noted to be positioned to lead a potentially multi-decade franchise consolidation and boom cycle. "Our proprietary analysis found that contrary to store-rollout 101, XPOF’s independent (‘mom-and-pop’)-led franchise model is actually much heavier on small suburban markets, which shows 1) XPOF’s best-in-class franchisee economics work anywhere and 2) AUV will likely NOT dilute over time… even over the next few thousand stores (XPOF offers 10 diversified banners… and counting). XPOF’s low opening costs, 2.5yr payback period and attractive 4-wall margins are allowing XPOF to systematically turn boutique fitness enthusiasm into member, unit and sales growth." Analyst Warren Cheng and team said all the growth for XPOF is much less risky than the market realizes. XPOF is called more of a bet on boutique fitness than on any single modality. XPOF is seen closing its multiple gap vs. the restaurant franchisor peer group, while also delivering 15% to 20% upside to 2023 EBITDA estimates.
bare essentials: Everyone should have these SIX FLAGS<------ DOUG <------ FDX<----------------- XPOF <----------
Alright i have a really busy day-- Follow US Foods Holding Corp. (USFD)- Radical double bottom at $30 area // Insider buy the other day.... 35.81+1.39 (+4.04%) As of 09:55AM EDT. Looking for a food stock...
Stoney!!!!! YUMC maybe? Yum China It was certainly a buy yesterday. I don't think it deserved to get sucked down with the rest of the Chinese stocks. KFC and Taco Bell do really well there. Pizza Hut is still a work in progress. Either way, that company is all American management, pretty sure. I doubt they cook the books. Brian Niccols, the CEO of Chipotles came from YUMC. There's always Sysco. SYY. I owned it forever back in the day. The damn thing lived at $30 for a decade, and of course after I sold it, it starts this exponential climb soon thereafter. 2.5% dividend. $78.50, down nicely from its highs. It was $89 a week or so ago. Bottom of its 1 year channel, right at the 200 day. Still pricey though. 25X cashflow. 17X eb/ev, 25 forward PE. Ahhhh... WEAT, the wheat etf that no one in the world had ever heard of a month ago. Up huge, but ya know what... when do farmers have to have their crops planted by in the Ukraine? Its gotta be soon. That's probably priced in already. Smarter minds than us. I wonder, do companies like Tyson have insurance on their flocks? Seems like they might. It's inventory. Hmmm. I wonder why it hasn't dropped more. This bird flu stuff is apparently getting worse. Mr Cooper lol. Does he know Dr. Reddy?
Officially Up $10 on My Wife's Buy- I guess this could be our food stock.. US Food looks good. Sweetgreen, Inc. (SG)- She was right again NYSE - Nasdaq Real Time Price. 36.75+3.75 (+11.36%)<---------- As of 12:37PM EDT.
WEAT, the wheat etf that no one in the world had ever heard of a month ago. Up huge, but ya know what... when do farmers have to have their crops planted by in the Ukraine? Its gotta be soon. That's probably priced in already. Smarter minds than us. I keep thinking there is a seed or heavy equipment play on this... We need more wheat how does that happen.