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WW International, Inc. Announces CFO Transition
GlobeNewswire News Room· 2024-11-27 20:00
NEW YORK, Nov. 27, 2024 (GLOBE NEWSWIRE) -- WW International, Inc. (NASDAQ: WW) (“WeightWatchers,” “WW,” or the “Company”) today announced the appointment of Felicia DellaFortuna as Chief Financial Officer, effective January 1, 2025. She succeeds Heather Stark, who will remain with the Company through December 27, 2024. “We are thrilled to welcome Felicia DellaFortuna as our new Chief Financial Officer at this pivotal time for WeightWatchers,” said Tara Comonte, Interim Chief Executive Officer. “Felicia bri ...
Here's Why WW International (WW) is Poised for a Turnaround After Losing -26.67% in 4 Weeks
ZACKS· 2024-11-20 23:35
WW International (WW) has been on a downward spiral lately with significant selling pressure. After declining 26.7% over the past four weeks, the stock looks well positioned for a trend reversal as it is now in oversold territory and there is strong agreement among Wall Street analysts that the company will report better earnings than they predicted earlier.How to Determine if a Stock is OversoldWe use Relative Strength Index (RSI), one of the most commonly used technical indicators, for spotting whether a ...
WW International Inc.(WW) - 2024 Q3 - Earnings Call Transcript
2024-11-06 23:59
财务数据和关键指标变化 - 公司在2024年第三季度的订阅用户数为370万,同比下降9%,反映出用户招募的下降 [46] - 第三季度总收入为1.93亿美元,其中订阅收入为1.91亿美元,同比下降6% [47] - 调整后的毛利率达到69.1%,较去年同期的66.2%和上一季度的67.9%有所上升 [49] - 调整后的运营收入为3600万美元,运营利润率为18.5%,同比增加约150个基点 [53] - 调整后的每股收益为0.24美元,包含0.33美元的税收收益 [54] 各条业务线数据和关键指标变化 - 临床订阅用户数为78,000,同比增长71%,推动了900万美元的订阅收入增长 [48] - 数字和工作坊订阅收入因用户注册减少而下降,且用户在初始低价承诺期内的比例增加 [47] 公司战略和发展方向和行业竞争 - 公司计划通过整合和现代化数字体验,简化用户旅程,以便用户更容易地利用WeightWatchers的全套工具 [33][34] - 公司将专注于品牌的复兴,明确和统一市场营销信息,以应对竞争加剧和客户获取成本上升的挑战 [22][39] - 公司认为,随着市场对减肥药物的需求增加,WeightWatchers在B2B市场的机会将显著增长 [35][91] 管理层对经营环境和未来前景的评论 - 管理层对未来的展望持乐观态度,认为WeightWatchers在全球医疗保健领域的角色和品牌优势将推动未来增长 [9][11] - 管理层指出,尽管面临用户招募挑战,但仍对公司的竞争优势和市场地位充满信心 [44] 其他重要信息 - 公司在2024年的现金流从运营中改善并恢复为正值,预计全年将有适度的现金流出 [59] - 公司在第三季度录得5700万美元的无现金商标权减值损失,主要由于加权平均资本成本的增加 [54] 问答环节所有提问和回答 问题: 关于复合药物推出后的转化率和留存率 - 管理层表示复合药物推出后,注册用户和客户获取成本均有积极影响,推出当天的注册量为2024年最高 [66][67] 问题: 临床业务的留存率改善原因 - 管理层指出,临床用户流失的主要原因是成本和可及性,复合药物的推出和用户体验的改善对留存率产生了积极影响 [76][77] 问题: 关于品牌重塑和成本节约的再投资 - 管理层确认在进行品牌重塑的同时,会对业务进行再投资,以推动增长 [80][84] 问题: 关于客户获取成本的变化 - 管理层提到,尽管客户获取成本仍然较高,但在第四季度初看到了一些缓解的迹象 [85][94]
WW International (WW) Beats Q3 Earnings and Revenue Estimates
ZACKS· 2024-11-06 22:25
文章核心观点 - WW International公司第三季度业绩超出市场预期,每股收益为0.24美元,远高于预期的0.05美元[1] - 公司营收为1.9289亿美元,也超出市场预期[2] - 过去4个季度,公司业绩超出共识预期2次[2] - 公司股价今年以来下跌86.7%,远低于标普500指数21.2%的涨幅[3] 行业和公司分析 行业分析 - 公司所属的休闲和娱乐服务行业目前在250多个扎克斯行业中排名前29%[8] - 扎克斯研究显示,排名前50%的行业相比排名后50%的行业,业绩表现会好2倍以上[8] 公司分析 - 公司第三季度业绩超预期,主要得益于管理层在财报电话会议上的表现[3] - 分析师对公司未来业绩预期有分歧,目前给予"持有"评级[6] - 公司第四季度每股收益预期为0.02美元,全年每股收益预期为-0.12美元[7] - 同行Planet Fitness第三季度业绩也将于11月7日公布,预计每股收益为0.58美元,同比下降1.7%[9][10]
WW International Inc.(WW) - 2024 Q3 - Quarterly Results
2024-11-06 20:05
Exhibit 99.1 WeightWatchers For more information, contact: Investors: John Mills or Anna Kate Heller WeightWatchers@icrinc.com Media: Kelsey Merkel Communications@ww.com WW International, Inc. Announces Third Quarter 2024 Results • End of Period Subscribers of 3.7 million • Revenues of $192.9 million • Gross margin of 67.1%; adjusted gross margin of 69.1% • Operating Loss of $39.0 million; adjusted operating income of $35.7 million NEW YORK (November 6, 2024) – WW International, Inc. (NASDAQ: WW) ("WeightWa ...
WW International, Inc. Schedules Third Quarter 2024 Earnings Conference Call
GlobeNewswire News Room· 2024-10-24 04:01
NEW YORK, Oct. 23, 2024 (GLOBE NEWSWIRE) -- WW International, Inc. (NASDAQ: WW) (“WeightWatchers,” “WW,” or “the Company”) will release its results for the third quarter 2024 before market open on Wednesday, November 6, 2024. WeightWatchers will host a conference call at 8:30 a.m. ET the same day. During the conference call, Tara Comonte, Interim President and Chief Executive Officer, and Heather Stark, Chief Financial Officer, will discuss the third quarter 2024 results and answer questions from the invest ...
WW Stock Rises as WeightWatchers Expands Drug Offerings
Gurufocus· 2024-10-10 00:50
Shares of WW International Inc (WW, Financial) soared by 43.09% today due to the company's strategic move to expand its clinical weight management services. This expansion includes the introduction of compounded semaglutide, which offers a cost-effective and accessible alternative to popular medications like Ozempic and Wegovy, particularly during the current supply shortages. WW International Inc, trading under the ticker WW, is currently priced at $1.66. Despite the recent surge, the company's stock had e ...
WW International (WW) Surges After Adding Semaglutide to Weight Loss Program
Gurufocus· 2024-10-09 23:11
WW International (WW, Financial) experienced a significant stock price increase, soaring 20.7% to $1.40. Early trading saw the stock rise as much as 46.5%. The surge follows the company's announcement to integrate compounded semaglutide, starting at $129, into its weight loss solutions. This addition broadens access for eligible members to clinical weight management interventions, which are grounded in comprehensive and scientifically backed behavioral and lifestyle support. ...
WW International (WW) Surges After Introducing Compounded Semaglutide to Weight Loss Plans
Gurufocus· 2024-10-09 22:30
股票走势 - WW国际公司股票初始涨幅超46.5%后收窄至约25%达到1.45美元且在前一交易日有近47%的涨幅 [1] 股票波动原因 - 公司宣布将复方司美格鲁肽纳入减肥项目起价129美元以扩大符合条件成员获得临床减肥干预的机会 [2]
WeightWatchers Stock Soars on Copycat Weight-Loss Drug Offering
Investopedia· 2024-10-09 00:40
Key Takeaways Shares of WW International, better known as WeightWatchers, soared Tuesday after it said it is offering copycat weight-loss drugs to its members. The compounded treatments will contain the same active ingredient as Novo Nordisk's weight-loss medicines. Shares of the company have slumped as the boom in weight-loss drugs has cut into demand for WeightWatchers' services. Shares of WW International (WW), better known as WeightWatchers, jumped nearly 25% Tuesday when the dieting services company an ...