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The Beachbody Company
The Beachbody Company (BODY) investor relations material
The Beachbody Company 28th Annual ICR Conference 2026 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.28th Annual ICR Conference 2026 summary12 Jan, 2026
Company History, Market Position, and Brand Strength
Founded in 1998, the company has built over 140 proprietary fitness programs and six nutrition brands, amassing nearly a billion content views and $12 billion in sales since inception.
Operates in the $2.2 trillion combined fitness and nutrition markets, part of the $6.5 trillion global wellness industry.
Over 32 million customers and iconic brands like P90X, Insanity, and Shakeology, with Shakeology generating $3.7 billion in sales.
The fitness library is valued at over $500 million.
Key Strategic Changes and Turnaround Actions
Executive Chairman Mark Goldston joined in June 2023 to lead a turnaround, shifting from MLM to a multi-channel approach including direct-to-consumer, Amazon, affiliates, and retail.
Eliminated MLM by Q4 2024, reduced cash break-even from $900 million to $180 million, and cut headcount from over 1,000 to under 300.
Restructured $25 million in debt, reducing interest expense by 44% and the interest rate from 28.5% to 15.5%.
Selling and marketing expenses as a percentage of revenue dropped from over 50% to 31.9% in Q3 2025.
Financial Performance and Milestones
Achieved eight consecutive quarters of positive adjusted EBITDA totaling $50 million, with adjusted EBITDA improving by $104 million from 2021 to 2025 YTD Q3.
Free cash flow improved from negative $300 million in 2021 to positive $13.1 million in the first three quarters of 2025.
Net income turned positive in Q3 2025 for the first time since the IPO, with Q3 2025 net income at $3.6 million and a $220.3 million improvement since 2021.
Cash position as of September 30, 2025, was $33.9 million, with debt at $25 million, exceeding debt by $10 million.
Retail channel's impact on brand exposure?
10-Minute Body's strategy for non-exercisers?
Operating leverage's impact on EBITDA growth?
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Next The Beachbody Company earnings date
Q4 202513 Mar, 2026
The Beachbody Company
Next The Beachbody Company earnings date
Q4 202513 Mar, 2026
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Frequently asked questions
The Beachbody Company Inc provides at-home fitness and nutrition subscription services. Its offerings include streaming workout programs, fitness equipment, and nutritional supplements. The company is headquartered in El Segundo, California, and its shares are listed on the NYSE.
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