Planet Fitness Announces Key Year-End Metrics
Rhea-AI Summary
Planet Fitness (NYSE: PLNT) reported key year-end operating metrics for 2025. As of Dec 31, 2025, membership totaled approximately 20.8 million and system-wide same club sales rose 6.7% for the full year. The company opened 181 new clubs in 2025 (including 23 corporate locations) and placed equipment in 152 new franchised clubs, bringing system-wide total clubs to 2,896. Management will present operating metrics at a fireside chat at the ICR Conference on Jan 13, 2026, and plans to release full fiscal year 2025 results and 2026 outlook on Feb 24, 2026. The company said franchisees agreed to shift a portion of Local Ad Fund contributions to the National Ad Fund for 2026.
Positive
- Membership at approximately 20.8 million as of Dec 31, 2025
- Full-year same club sales +6.7%
- 181 new clubs opened in 2025 (including 23 corporate locations)
- System-wide total of 2,896 clubs after 2025 expansion
Negative
- Company did not release full fiscal 2025 financial results; full results and 2026 outlook scheduled for Feb 24, 2026
News Market Reaction
On the day this news was published, PLNT declined 5.86%, reflecting a notable negative market reaction. Our momentum scanner triggered 4 alerts that day, indicating moderate trading interest and price volatility. This price movement removed approximately $529M from the company's valuation, bringing the market cap to $8.50B at that time.
Data tracked by StockTitan Argus on the day of publication.
Key Figures
Market Reality Check
Peers on Argus
PLNT gained 1.03% with mixed leisure peers: LTH (+1.03%), GOLF (+0.72%), PTON (+1.33%), OSW (+0.82%), while MAT declined (-1.42%). Scanner did not flag a coordinated sector move.
Historical Context
| Date | Event | Sentiment | Move | Catalyst |
|---|---|---|---|---|
| Dec 22 | Conference participation | Neutral | +0.0% | ICR Conference 2026 fireside chat and updated membership and club counts. |
| Dec 15 | Share repurchase | Positive | -0.3% | $350M ASR under $500M authorization plus new $500M 2025 program. |
| Dec 15 | Refinancing complete | Neutral | -0.3% | Completion of $750M securitized refinancing and new revolving capacity. |
| Dec 05 | Debt pricing | Neutral | -1.7% | Pricing of $750M securitized notes in two fixed-rate tranches. |
| Dec 01 | Refinancing plan | Neutral | -2.6% | Proposed $750M securitized notes to refinance existing 2022-1 Class A-2-I. |
Recent headlines focused on securitized refinancing and a large buyback; market reactions were generally modest, with a slight divergence on the buyback announcement.
Over the past months, Planet Fitness highlighted refinancing plans and execution, including $750 million in securitized notes and related 8-K filings, alongside a $350 million accelerated share repurchase under a broader $500 million authorization. Conference participation at the ICR Conference 2026 and investor events underscored active engagement with the market. Against this backdrop, today’s update on reaching 20.8 million members and 2,896 clubs adds operational detail following prior balance-sheet and capital-return actions.
Market Pulse Summary
The stock moved -5.9% in the session following this news. A negative reaction despite healthy metrics like 20.8 million members, 6.7% same club sales growth, and 181 new clubs would fit a pattern where capital-structure or valuation concerns occasionally overshadow fundamentals. Recent refinancing and buyback announcements drew only modest price changes, suggesting sentiment can diverge from headlines. Weakness could reflect skepticism about growth sustainability or sensitivity to broader leisure sector trends rather than this single update.
AI-generated analysis. Not financial advice.
Ended 2025 with total membership of approximately 20.8 million
Full year System-Wide Same Club Sales increase of
Opened 181 new Planet Fitness clubs
Equipment placed in 152 new franchised clubs
Company to discuss operating metrics in fireside chat at the ICR Conference on Tuesday, January 13
As of December 31, 2025, Planet Fitness grew its membership to approximately 20.8 million members and full year system-wide same club sales increased by 6.7 percent. Additionally, in 2025, the Company placed equipment in 152 new franchised locations and opened 181 new Planet Fitness clubs, including 23 corporate-owned locations, bringing system-wide total clubs to 2,896.
Colleen Keating, Chief Executive Officer, said, "We delivered strong results in 2025 and exceeded key growth objectives we outlined at the start of the year. We continue to capture even greater opportunities in the evolving global fitness landscape and deliver value to our stakeholders. Key achievements included our franchisees proactively increasing the strength equipment in their clubs to enhance the member experience; signing up a record number of participants in our High School Summer Pass Program as we continue to resonate with younger consumers; and reaching an agreement with our franchisees to shift a portion of contributions from the Local Ad Fund to the National Ad Fund for 2026 to optimize and accelerate new marketing opportunities and drive future member growth."
Ms. Keating continued, "We are well-positioned to meet the increasing demand for fitness with our judgement free, high-quality, and affordable experience as consumers prioritize their health and well-being. We enter 2026 with a continued focus on redefining our brand promise, enhancing our member experience, and optimizing our format to accelerate new club growth as we continue to strengthen our leadership position in the industry."
Full Year Results
The Company plans to release its full fiscal year 2025 results and a 2026 outlook on February 24, 2026.
Live Webcast
Management's previously announced fireside chat presentation at the 2026 ICR Conference is scheduled for January 13, 2026, at 10:30 am Eastern Time.
A live webcast of the presentation will be available at http://investor.planetfitness.com.
About Planet Fitness
Founded in 1992 in
Forward-Looking Statements
This press release contains "forward-looking statements" within the meaning of the federal securities laws, which involve risks and uncertainties. Forward-looking statements include the Company's statements with respect to future strategy and other statements that do not relate solely to historical facts. Forward-looking statements can be identified by words such as "opportunity," "accelerate," "increase," "meet," "enhance," "deliver," "achieve," "will," "would," "could," "should," "continue," "future," and similar references to future periods, although not all forward-looking statements include these identifying words. Forward-looking statements are not assurances of future performance. Instead, they are based only on the Company's current beliefs, expectations and assumptions regarding the future of the business, future plans and strategies, projections, anticipated events and trends, the economy and other future conditions. Because forward-looking statements relate to the future, they are subject to inherent uncertainties, risks and changes in circumstances that are difficult to predict and many of which are outside of the Company's control. Actual results and financial condition may differ materially from those indicated in the forward-looking statements. Important factors that could cause our actual results to differ materially include competition in the fitness industry, the Company's and franchisees' ability to attract and retain members, the Company's and franchisees' ability to identify and secure suitable sites for new franchise clubs, changes in consumer demand, changes in equipment costs, the Company's ability to expand into new markets domestically and internationally, operating costs for the Company and franchisees generally, availability and cost of capital for franchisees, acquisition activity, developments and changes in laws and regulations, our substantial indebtedness and our ability to incur additional indebtedness or refinance that indebtedness in the future, our future financial performance and our ability to pay principal and interest on our indebtedness, our corporate structure and tax receivable agreements, failures, interruptions or security breaches of the Company's information systems or technology, general economic conditions and the other factors described in the Company's annual report on Form 10-K for the year ended December 31, 2024 and the Company's quarterly report on Form 10-Q for the quarter ended September 30, 2025, as well as the Company's other filings with the Securities and Exchange Commission. In light of the significant risks and uncertainties inherent in forward-looking statements, investors should not place undue reliance on forward-looking statements, which reflect the Company's views only as of the date of this press release. Except as required by law, neither the Company nor any of its affiliates or representatives undertake any obligation to provide additional information or to correct or update any information set forth in this release, whether as a result of new information, future developments or otherwise.
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SOURCE Planet Fitness, Inc.
FAQ
How many members did Planet Fitness (PLNT) have at the end of 2025?
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