About this episode

The episode discusses major earnings reports and trends in the fitness industry, including challenges faced by key players and the impact of new weight loss medications.

In this quarterly industry roundtable, Eric Malzone, Juliet Starrett, and Alex Alimanestianu dive deep into the fitness sector's biggest earnings reports and emerging trends. Lifetime Fitness continues its premium brand strategy with impressive revenue growth while strategically shedding lower-tier memberships, but Planet Fitness faces headwinds with declining membership growth and a paused price increase. The team dissects Xponential's mounting troubles as the company burns through cash amid a New York AG settlement, while Garmin's fitness segment absolutely crushes it with 42% revenue growth. CrossFit's future looks brighter with Bruce Edwards returning as CEO—an affiliate owner who actually understands the community. The conversation heats up around retatrutide's bariatric-level weight loss outcomes and what GLP-1s mean for the fitness industry's identity, plus Peter Attia's meta-analysis proving two weekly resistance training sessions deliver 77% of maximal gains. From Peloton's Pilates pivot to Aescape's robotic massage collapse, this episode covers the strategic shifts, financial realities, and cultural transformations reshaping fitness in 2026. 🎯 Key Takeaways: 📈…

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