WW International Q3 revenue slightly beats estimates on clinical subscription growth
Overview
Weight management program's Q3 revenue fell 11% yr/yr, slightly beating analyst expectations
Company posted positive net income after a loss in the prior-year quarter
Adjusted EBITDA rose 21% yr/yr, driven by expense discipline and lower marketing spend
Outlook
WW International narrows 2026 revenue guidance to $625 mln-$630 mln from $620 mln-$635 mln
Company raises lower end of 2026 adj EBITDA outlook to $110 mln-$115 mln from $105 mln-$115 mln
Company says it will focus on improving member experience and product offerings
Result Drivers
CLINICAL SUBSCRIPTION GROWTH - Co said 48% yr/yr growth in clinical subscription revenue contributed to results
CORE+ SUBSCRIBER INCREASE - 16% yr/yr growth in higher-value Core+ subscribers supported results
HIGHER ARPU - 14% yr/yr increase in monthly subscription revenue per average subscriber, driven by clinical and Core+ mix
Company press release:
Key Details
Metric | Beat/Miss | Actual | Consensus Estimate |
Q3 Revenue | Slight Beat* | $153 mln | $152.35 mln (3 Analysts) |
*Applies to a deviation of less than 1%; not applicable for per-share numbers.
Analyst Coverage
The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 2 "strong buy" or "buy", 2 "hold" and no "sell" or "strong sell"
The average consensus recommendation for the personal services peer group is "buy"
Wall Street's median 12-month price target for WW International Inc is $27.50, about 126.7% above its November 4 closing price of $12.13
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(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)