Overview
Weight management platform's fiscal Q1 revenue fell yr/yr
Adjusted EPS for fiscal Q1 missed analyst expectations
Company reaffirmed 2026 guidance and will reduce debt by $42 mln
Outlook
WW International reaffirms 2026 revenue guidance of $620 mln to $635 mln
Company maintains 2026 adjusted EBITDA guidance of $105 mln to $115 mln
Result Drivers
CLINICAL GROWTH - Q1 Clinical Subscription Revenue rose 32% yr/yr and Clinical Subscribers grew 46% yr/yr, despite lapping prior year growth from former compounded semaglutide offering
BEHAVIORAL DECLINE - Behavioral Subscription Revenue fell 18% yr/yr, with company citing secular headwinds in Core membership tier
HIGHER-VALUE TIERS - Q1 ARPU increased 13% yr/yr, reflecting a continued mix shift towards higher ARPU Med+ and Core+ membership tiers
Company press release: ID:nGNX13TGfr
Key Details
Metric
Beat/Miss
Actual
Consensus Estimate
Q1 Revenue
Beat
$168 mln
$158.55 mln (2 Analysts)
Q1 EPS
Miss
-$5.20
-$2.45 (3 Analysts)
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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.)