Planet Fitness outlined its strategy at its 2025 Investor Day with four strategic imperatives to modernize the brand, enhance member experience, refine club floorplans, and accelerate global new-club growth. The company set 2026–2028 growth targets including low-double digit revenue CAGR and mid-to-high teens adjusted diluted EPS CAGR.
Cyborg Score Rationale
As of September 30, 2025, Planet Fitness reported ~20.7 million members and 2,795 clubs, with strong unit growth and market positioning. Q3 2025 showed total revenue of $330.3M (+13.0%) with Adjusted EBITDA of $140.8M. The capital-light franchise model and expanding geographic presence support sustainable growth.
Top Insights
System-wide same club sales rose 6.7% for full year 2025 with 181 new clubs opened including 23 corporate locations, bringing system total to 2,896 clubs.
As of December 31, 2025, Planet Fitness reported approximately 20.8 million members and 2,896 clubs across multiple countries.
EBITDA is $529.26M with current EBITDA margin of 41.01%.
Steve Beard, Chairman & CEO of Covista, was appointed to the Board effective February 9, 2026, bringing healthcare education, corporate governance, M&A, and talent-acquisition experience.
Named Competitors
Life Time — Premium fitness and lifestyle brand with integrated wellness
Peloton — Connected fitness technology and digital subscription services
Basic-Fit — Europe's largest gym operator with rapid expansion