WW International beats fourth quarter estimates on clinical subscription growth

WW International (NASDAQ:WW), the planetary value absorption institution formerly known arsenic Weight Watchers, released its 4th fourth and full-year 2025 fiscal results, showing stronger-than-expected net contempt a year-over-year diminution successful full revenue.

The company’s shares surged much than 12% pursuing the report, trading conscionable shy of $24 connected Monday morning.

For the 4th quarter, WW reported gross of $162.8 million, exceeding analysts’ estimates of $149.8 cardinal by 8.7%, though representing an 11.7% diminution compared with the aforesaid play successful 2024.

The institution posted a nonaccomplishment per stock of $0.58, importantly amended than the estimated nonaccomplishment of $2.03 per share, portion adjusted EBITDA reached $18.04 million, surpassing estimates of $12.11 million.

The institution highlighted continued maturation successful its objective subscription business, which generated $27 cardinal successful Q4 revenue, up 32% year-over-year, with a full of 130,000 objective subscribers. Total end-of-period subscribers crossed each services were 2.8 million.

WW executives emphasized the ongoing translation of the value absorption industry, peculiarly the emergence of GLP-1 medications, which the institution is integrating into its broader integer and behavioral enactment programs.

CEO Tara Comonte noted that members participating successful the company’s GLP-1 Success Program mislaid an mean of 29% much assemblage value than those utilizing medicine alone.

“We presumption 2026 arsenic an important inflection year, unlocking the imaginable for sustainable aboriginal growth. The twelvemonth up volition absorption connected continuing our translation and positioning Weight Watchers arsenic the premier planetary destination for value wellness successful the GLP-1 era,” Comonte said.

Looking ahead, WW provided full-year 2026 guidance of $620 cardinal to $635 cardinal successful gross and adjusted EBITDA of $105 cardinal to $115 million, somewhat beneath expert expectations.

The institution projects astir 2.65 cardinal full subscribers and 200,000 objective subscribers by the extremity of the archetypal 4th of 2026, reflecting targeted selling efforts to enactment objective maturation and marque repositioning.