Added to YB: 2026-03-25
Pitch date: 2026-03-23
WW [neutral]
WW International, Inc.
-0.91%
current return
Author Info
Company Info
WW International, Inc. provides weight management products and services in the United States, Germany, Canada, and internationally.
Market Cap
$176.6M
Pitch Price
$17.57
Price Target
N/A
Dividend
N/A
EV/EBITDA
3.17
P/E
0.74
EV/Sales
0.68
Sector
Diversified Consumer Services
Category
turnaround
Part 1: Q4 Earnings Updates and Capturing Cheap Growth? [WW]
WW (earnings): Q4 rev $161M (beat $150M guide), adj EBITDA $18M (beat $15M). Clinical subs +5% QoQ to 130k, guided 200k Q1 (+54% QoQ) on Wegovy Pill success. But behavioral subs plunged to 2.6M, causing FY26 rev guide -12%, EBITDA -28%. Still see FY27 growth as behavioral stabilizes, clinical expands. Cash sweep starts Jun'26. Risks: rising rates hurt SOFR+680 debt, 10M float w/ lender selling, turnaround taking longer than hoped.
Read full article (4 min)