#USA #Boston #Planet Fitness #Fitness Industry #2025 Investor Day

Planet Fitness Unveils Growth Strategy

On November 13, 2025, Planet Fitness, Inc., one of the world’s largest fitness center franchises, hosted its much-anticipated 2025 Investor Day in Boston, MA. The event gathered the company’s senior leadership team, who articulated a clear strategy aimed at expanding membership, modernizing the fitness experience, and enhancing financial performance for franchisees. This comprehensive approach marks a significant milestone as the company seeks to capitalize on the booming global fitness market.

Colleen Keating, the Chief Executive Officer of Planet Fitness, opened the event by reflecting on the organization's remarkable journey. "Since becoming a public company ten years ago, we have grown from an industry challenger to a leading player in the fitness sector. Today, we boast over 2,800 clubs with nearly 21 million members, offering an affordable and accessible path to fitness for all," Keating stated, emphasizing the company's mission to democratize fitness and wellness across demographics.

Strategic Imperatives for Growth

During the presentations, the leadership outlined four crucial strategic imperatives designed to propel Planet Fitness into its next growth phase:

1. Brand Evolution: Planet Fitness aims to modernize its brand while maintaining the core values that help distinguish itself in the competitive fitness landscape. This evolution is expected to attract new members across various age groups and fitness levels.

2. Enhanced Member Experience: By improving member engagement and loyalty through innovative fitness solutions, Planet Fitness seeks to capture a larger market share and foster long-term growth amidst rising fitness demand globally.

3. Optimizing Club Formats: The company will refine its gym layouts and amenities, ensuring they are more appealing for franchisees who are either opening new locations or renovating existing ones, which is anticipated to boost franchise profitability.

4. Accelerating Global Club Expansion: Planet Fitness plans to ramp up its new club openings, aiming for sustained growth by optimizing its business models, which could positively impact the unit economics for each franchise.

Financial Targets and Projections

Planet Fitness outlined ambitious growth targets for the 2026-2028 fiscal period:

• - Revenue Growth: Forecasted low double-digit percentage compound annual growth rate (CAGR).
• - Same Club Sales Growth: Anticipated mid-single-digit growth in system-wide same club sales.
• - New Club Unit Growth: Projected 6% to 7% annual increase in new club openings.
• - Adjusted EBITDA: Expected mid-teens CAGR.
• - Adjusted Net Income per Share: Forecasted mid-to-high teens percentage CAGR, demonstrating healthy profitability.

Jay Stasz, Chief Financial Officer, emphasized the importance of these targets in strengthening the company's competitive edge. "We take pride in our growth journey, expanding our footprint while maximizing shareholder value. Our strategic priorities align with evolving market demands, allowing us to reinvest in our business for sustained growth," he noted.

Future Engagement and Participation

Investors and interested parties were encouraged to participate in the live broadcast of the event. For those unable to attend, an on-demand replay will be available, along with an investor presentation on the Planet Fitness Investor Relations website, ensuring transparency and engagement with stakeholders.

As this strategic vision unfolds, Planet Fitness remains committed to enhancing its offerings and adapting to a rapidly changing fitness environment, believing that these initiatives will ultimately enhance value not just for shareholders, but for the growing community of fitness enthusiasts worldwide. The company's solid blueprint, backed by robust market demand and evolving consumer preferences, sets the stage for continued success in the fitness industry.

In conclusion, Planet Fitness's 2025 Investor Day underscored a commitment to growth through strategic initiatives, positioning itself for a prosperous future in an ever-evolving fitness landscape.