NASDAQ$WW

Weight Watchers International Inc. · Q3 2024 earnings

Q3 2024 earnings · · Investor relations

Briefing

Announced third quarter results with subscriber and revenue declines, but improved gross margin and clinical subscriber growth.

WW International reported a decrease in revenues and subscribers for Q3 2024, with revenues at $192.9 million and a decline in total subscribers to 3.7 million. However, the company saw growth in clinical subscribers and an improvement in gross margin. The company is reiterating its full year fiscal 2024 guidance.

  • End of Period Subscribers decreased to 3.7 million.
  • Revenues reached $192.9 million.
  • Gross margin was 67.1%, with an adjusted gross margin of 69.1%.
  • Operating Loss was $39.0 million, while adjusted operating income was $35.7 million.

Headline financials

Total Revenue

$193M

Previous: $215M-10.2%
EPS

-$0.58

Previous: $0.06-1066.7%
End of Period Subscribers

3.7M

Previous: 4.0M-8.3%
End of Period Behavioral Subscribers

3.6M

No prior period
End of Period Clinical Subscribers

78.0K

No prior period
Incoming Subscribers

3.8M

No prior period
Incoming Behavioral Subscribers

3.8M

No prior period
Incoming Clinical Subscribers

81.0K

No prior period
Monthly Subscription Rev. Per Avg. Subscriber

$16.99

No prior period
Monthly Behavioral Subscription Rev. Per Avg. Subscriber

$15.63

No prior period
Monthly Clinical Subscription Rev. Per Avg. Subscriber

$80.02

No prior period
Capital Expenditures

-$598K

Previous: -$2.14M+72.1%
Free Cash Flow

-$46.8M

Previous: $41.6M-212.5%
Net Income

-$46.2M

Previous: $43.7M-205.6%
Operating Income

-$39M

Previous: $30.6M-227.6%
Gross Profit

$129M

Previous: $142M-8.6%
Cash & Equivalents

$57.2M

Previous: $107M-46.8%
Total Assets

$562M

Previous: $1.03B-45.5%
Stock-Based Comp

$1.92M

Previous: $3.23M-40.5%

Revenue & EPS history

Weight Watchers · Revenue · Quarterly

$193M

Q3 2024-10.2%vs Q3 2023
Beat estimate in 10 of 15 quarters(67%)
ActualEstimate

Revenue by segment

Weight Watchers · $203M total across 1 segment · Q3 2023

  • Subscription Revenues
    $203M

Forward guidance

The Company is reiterating its following full year fiscal 2024 guidance:

Tailwinds

  • Year end total subscribers of at least 3.1 million
  • Revenue of at least $770.0 million
  • Adjusted operating income of at least $100.0 million
  • Adjusted EBITDAS of at least $150.0 million

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 3 quarterly earnings reports

Historical avg

-1.5%

Avg return

Earnings day

-16.3%

Avg return

5 days after

-12.9%

Avg return

30 days after

45%

29 / 64 earnings

Positive

+63.1%

Q4 2022

Best reaction

-44.1%

Q1 2025

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-22.5%-18.2%+37.4%
Q4 2025+0.7%-16.2%-48.7%
Q3 2025+4.0%-14.4%-27.4%
Q1 2025-44.1%
Q4 2024-19.9%
Q3 2024-11.2%
Q2 2024-20.9%
Q1 2024+14.2%
Q4 2023-14.5%
Q3 2023-8.5%
Q2 2023-24.9%
Q1 2023+25.9%
Q4 2022+63.1%
Q3 2022-2.6%
Q2 2022-21.3%
Q1 2022+0.8%
Q4 2021+1.3%
Q3 2021+3.4%
Q2 2021-21.3%
Q1 2021+33.0%
Q3 2020-4.4%
Q2 2020-9.1%
Q1 2020+18.5%
Q4 2019-15.3%
Q3 2019-11.6%
Q2 2019+40.0%
Q1 2019+15.4%
Q4 2018-34.1%
Q3 2018-27.2%
Q2 2018-14.2%
Q1 2018-4.0%
Q4 2017-5.6%
Q3 2017+13.9%
Q2 2017+24.6%
Q1 2017+8.7%
Q4 2016+40.2%
Q3 2016+7.2%
Q2 2016-0.2%
Q1 2016+1.7%
Q4 2015-28.3%
Q3 2015+38.7%
Q2 2015+21.1%
Q1 2015-12.6%
Q4 2014-35.6%
Q3 2014-9.1%
Q2 2014+9.4%
Q1 2014+15.5%
Q4 2013-25.5%
Q3 2013-18.7%
Q2 2013-19.9%
Q1 2013+1.1%
Q4 2012-16.7%
Q3 2012+15.8%
Q2 2012-15.7%
Q1 2012+0.6%
Q4 2011-1.9%
Q3 2011+5.1%
Q2 2011+1.9%
Q4 2009-0.2%
Q1 2011+1.1%
Q3 2010+2.8%
Q2 2010-0.6%
Q4 2010-0.6%
Q1 2010-1.5%

Discussion

Share your read of this quarter. Sign-in carries your eToro identity.

Join the conversation

Sign in with eToro to post your read of this quarter and vote on others'.

Sign in with eToro