Professional
Added to YB: 2026-04-24
Pitch date: 2026-04-22
WW [neutral]
WW International, Inc.
-6.91%
current return
Author Info
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Company Info
WW International, Inc. provides weight management products and services in the United States, Germany, Canada, and internationally.
Market Cap
$100.0M
Pitch Price
$9.98
Price Target
N/A
Dividend
N/A
EV/EBITDA
2.67
P/E
0.42
EV/Sales
0.57
Sector
Diversified Consumer Services
Category
turnaround
Pernas Research Passes On: WW International, Inc.
WW (pass): Legacy weight loss biz pivoting to GLP-1 telehealth via Sequence acquisition. Marketing ~30% rev (~$200M), est CAC >$1k vs ~$70/mo ARPU requires 12+ mo retention to work—unlikely. Core behavioral biz declining fast. Upside if insurers mandate behavioral programs w/ GLP-1, slashing CAC, but only early pilots now. Too speculative at $91M mkt cap, 3.7x EV/EBITDA.
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