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Earnings Recap for $XPOF and $PTON
Just released our notes on Xponential Fitness $XPOF and Peloton $PTON recent earnings.

TL;DR
  • XPOF still seeing strength in consumer spending and KPI continue to crush
  • PTON slows the bleeding but CF subs under pressure and are guiding down


Paul Cerro's avatar
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