Added to YB: 2026-08-26
Pitch date: 2026-08-20
BODI [neutral]
The Beachbody Company, Inc.
-6.68%
current return
Author Info
No bio for this author
Company Info
The Beachbody Company, Inc. operates as a fitness and nutrition company in the United States, Canada, the United Kingdom, and France.
Market Cap
$46.4M
Pitch Price
$6.59
Price Target
N/A
Dividend
N/A
EV/EBITDA
1.19
P/E
3.79
EV/Sales
0.18
Sector
Diversified Consumer Services
Category
turnaround
The Sift No.3 - Pass: The Beachbody Company, Inc.
BODI: PASS at $6.41 (MC $44.7M, 2.6x NTM EV/EBITDA): turnaround delivered 4 straight quarters of operating income after exiting MLM and cutting costs, but revenue still -22% y/y with digital subs -19% to 760k and nutrition -24%. Earnings gains are cost-driven, not demand stabilization; FCF negative in 1H and mgmt guides another sequential revenue decline in Q3. Waiting for evidence subs have bottomed and top-line can grow without giving back margins.
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