Weight Watchers Announces Third Quarter 2026 Results
Weight Watchers reported Q3 2026 revenue of $152.9 million, down 11% year-over-year, but swung to net income of $15.1 million (9.9% margin) from a $57.5 million loss a year earlier. Clinical Subscription Revenue grew 48% YoY to $38.0 million and now represents 25% of total revenue, while Clinical subscribers rose 40% to 174 thousand; however, total subscribers fell 23% YoY to 2.3 million as the Behavioral base shrinks. Adjusted EBITDA increased 21% YoY to $51.7 million (33.8% margin) on expense discipline, and the company narrowed FY26 guidance to $625-630 million revenue and $110-115 million Adjusted EBITDA.
Key figures
- Eps
- 1.51
- Revenue
- 152901000
- Guidance
- FY26 revenue $625M-$630M (prior $620M-$635M); Adjusted EBITDA $110M-$115M (prior $105M-$115M)
- Arpu
- 21.17
- Net income
- 15108000
- Gross margin
- 71.1%
- Adjusted ebitda
- 51660000
- Net income margin
- 9.9%
- Cash and equivalents
- 126400000
- Clinical revenue yoy
- 48%
- Clinical subscribers
- 174000
- Adjusted gross margin
- 74.6%
- Core plus subscribers
- 546000
- Total subscribers yoy
- -23.1%
- Adjusted ebitda margin
- 33.8%
- Clinical subscriber yoy
- 40%
- Core plus subscriber yoy
- 16%
- End of period subscribers
- 2296000
- Clinical subscription revenue
- 38037000
AI analysis
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