Source

,

Sector

Consumer Cyclical

Industry

Personal Services

Region

Americas

USA

Market Cap

0.000m


Key Issues

  • Eroding Core: Revenue down ~13% annually as digital competitors replicate WW’s offerings at lower prices, undermining differentiation.
  • Franchise Pressure: In-person workshops face declining participation and thin margins; fixed local infrastructure limits flexibility.
  • Questionable Acquisitions: Franchise and Sequence purchases add cost and integration risk without addressing core demand erosion; 2022 net loss $251M.
  • Overhyped GLP-1 Strategy: Sequence pivot faces affordability limits; drugs largely not covered by insurers.
  • Financial Risk: $1.4B debt vs. $1.0B assets, high intangibles (~40%) heighten covenant and impairment risks; downside ~$3/share.

Entry Date

2023-05-02 16:00:00

Entry Price

9.29

USD

Current Date

Current Price

USD

Close Date

2024-06-19 00:00:00

Close Price

1.49

USD

Tenure

Performance

84%

No market data for this instrument.