GBA Presents: THE GREEN MARKET

Discussion in 'Stocks' started by stonedinvestor, Sep 13, 2021.

  1. I AM PROUD TO SAY MY BOY IS ONE OF FIVE KIDS IN HIS CLASS TO NOT WEAR HIS MASK TODAY!
     
    #6501     Mar 7, 2022
  2. IT'S MASK-FREEDOM DAY-! = REOPENING TRADES.....

    FUTURES UNCHANGED!!!! ~ I got Your Back! Now I'm breaking war news... I just got credited at Robin Hood...
     
    #6502     Mar 7, 2022
  3. I'll be honest I don't even know what I said but I'm being credited with turning the market!!!

    BUY ORDERS IN On..

    A) USAP-

    B) XPOF-
     
    #6503     Mar 7, 2022
  4. FOLLOW ME VAN!

    GBA LONG 1,200 USAP<-- I'm guessing the share count/ I said somewhere between 1,000 & 1,500
     
    #6504     Mar 7, 2022
  5. During the masturbation hour OIL @ $140 up 20%

    Now Flat! there's $20 right there! o_O
     
    #6505     Mar 7, 2022
  6. Sent XPOF to HF!! You know what that means.
     
    #6506     Mar 7, 2022
  7. XPOF

    We own 10 leading brands across all major workout modalities with our newest additions, including boxing and functional training. Our business model is straightforward. We license our boutique studio operations, share our business processes and branding with franchisees, and in exchange, charge royalties and other fees for our services. As our studio AUVs grow and as we increase the number of studios, we become more profitable, given that the royalties generated from our systemwide sales are virtually 100% margin flow-through and given our SG&A platform scales.

    We are extremely proud of the operational accomplishments that drove our record financial performance in 2021, which further provides us great momentum into 2022. On a pro forma basis, including our two new brands, Rumble and BFT, Xponential sold 955 franchise licenses and opened 334 new studios across nine countries. Our 2021 new studio cohort of 238 North American studios added almost $50 million to the over $700 million in systemwide sales generated in 2021. We deployed our XPASS membership offering across the system, signed a strategic partnership with LA Fitness and reported record financial results.

    For the full year, Xponential posted net revenues of $155 million, increasing 45% year over year and adjusted EBITDA of $27 million or 18% of full year revenue, compared to $10 million or 9% of revenue in the prior year period. We attribute our success to the system we have created to our dedicated franchisees, as well as our employees, our international master franchise partners, our members and vendors that together support our studios. In December, the same community of over 2,000 individuals traveled to Las Vegas from all over the world to attend our annual franchise convention. At our annual convention, we recognized franchisees for their hard work, share best practices, provide training, showcase vendors' exhibits and align on our goal to carry forward the momentum for the coming year.

    I'd like to thank all those who contributed last year for your hard work and commitment to achieving our mission of making boutique fitness accessible to everyone. We finished 2021 with strong fourth quarter performance as our business remained resilient to the Omicron surge that began in late November. This resilience is evident in our fourth quarter actively paying numbers and visitation rates which increased by approximately 70% and 50%, respectively, year over year. We also experienced strong demand for our franchise licenses, selling 301 licenses in Q4 pro forma for BFT.

    This brought our 2021 quarterly average to almost 250 licenses sold per quarter or a run rate of almost 1,000 licenses sold, creating a solid new studio growth opportunity as we head into 2022, driven primarily by our younger brands. While Omicron continued to dominate the headlines early this year, we have experienced minimal impacts to our business and our growth momentum continues. In fact, average unit volumes, or AUVs, quarter to date have continued to increase driven by higher active members and increased member visits. We are confident our business remains on track to fully recover run rate AUVs to their pre-pandemic levels in the first half of 2022.

    Our recovery to pre-pandemic levels and beyond continues to be driven by four key strategic areas of growth. I'd like to discuss our progress in each of these areas, beginning with growing same-store sales and AUVs. I am pleased to note that our Q4 North American systemwide sales grew for the sixth consecutive quarter, increasing 76% year over year. We ended the year with North American Q4 run rate AUVs of $446,000, up 56% compared to 2020.

    The key to our ongoing success is our ability to proactively manage the health of our franchise system. You've heard me discuss before that we track our core KPIs continuously by leveraging our technology capabilities and data analytics tools to better understand real-time business performance and ensure our franchisees drive continued engagement, whether through in-person classes or through our new digital platform, XPLUS. XPLUS, which provides live and on-demand access to sought-after workouts in thousands of studio locations around the world will launch this quarter. Advertisements announcing the launch began in December to develop consumer awareness.

    Our brands have started to presale subscriptions to the new platform and are seeing early success. XPLUS is the evolution of our previous platform, GO. Our new stand-alone app combines all of Xponential Fitness' digital offerings in a single platform, providing subscribers greater access to our robust fitness portfolio. The new platform also enables Xponential to offer business-to-business subscription options, as well as direct marketing partnerships.

    To further promote engagement, the app allows users access to book classes at nearby Xponential studio locations. Another key sales driver is our XPASS offering, which provides access to all of our brands under a single monthly reoccurring subscription. As I noted during the fourth quarter, we met our milestone goal of fully deploying XPASS across the United States. XPASS continues to be a great funnel for new customers with more than 15% of account holders having never interacted with one of our brands prior to joining XPASS, and nearly 60% of account holders being previously lapsed from an Xponential brand or deemed inactive by studio sales staff.

    We are optimistic about our differentiated offering and expect XPASS to contribute more meaningfully to our business in 2022. Finally, we are thrilled to announce the recent hiring of our XPASS, Dan Ali. Dan previously was vice president and head of global strategy and analytics at Gympass. And before that, he was head of strategy and analytics at Groupon.

    Our next two growth levers are to increase our franchise studio base across all brands in North America and expand our brands and studio base internationally. We entered 2022 with the largest studio count in our company's history and expect to open over 500 new studios this year. Opening over 500 studios in a year would be a company record and is a testament to our strong pipeline and the resilience of our franchisees that we have primed to achieve such a milestone. Today, we have over 1,800 licenses contractually obligated to open in North America.

    If we were to never sell an additional license, we'd still be able to nearly double our North American studio count over the next several years on these license obligations alone. That said, the approach we took of adding brands to our portfolio over time has now provided us with the replenishing pipeline of organic and new studio expansions, offering us four to five years of visibility into our long-term growth. And based on our latest white space study conducted by Buxton, a leading consumer intelligence technology and services company, we have the white space for approximately 7,900 studios in the U.S. alone, nearly quadruple our current total number of open studios.
     
    #6507     Mar 7, 2022
  8. FOLLOW ME VAN!
    GBA LONG Xponential Fitness, Inc. (XPOF)

    20.77+1.23 (+6.29%)
    As of 09:41AM EST.
     
    #6508     Mar 7, 2022
  9. :) I think I done good today. I found an unloved stock that has raised prices three times recently on various stuff bought under $10. // & I AM SMACK IN THE REOPENING TRADE NOW!

    LETS DO THIS! :)

    GBA USAP PT $14<--------- I am the coverage! Robin Hood Alert********* BUY USAP
     
    #6509     Mar 7, 2022
  10. Watching--

    Tourmaline Oil Corp. (TRMLF)

    41.00+0.78 (+1.93%)! <------------------- all you want here ///
    As of 09:48AM EST.
     
    #6510     Mar 7, 2022