Xponential Fitness vs Barnes & Noble Education

Xponential Fitness (XPONENTIAL FITNESS INC-A) and Barnes & Noble Education, Inc. are examined side by side to compare their business models, financial performance indicators, and the market context in which they operate. This page presents neutral, accessible information to help readers understand similarities and differences without interpretation or recommendation. Educational content, not financial advice.

Xponential Fitness (XPONENTIAL FITNESS INC-A) and Barnes & Noble Education, Inc. are examined side by side to compare their business models, financial performance indicators, and the market context in...

Investment Analysis

Xponential Fitness

XPOF

Pros

System-wide sales grew 10% year-over-year in the third quarter of 2025, reflecting strong demand for its boutique fitness brands.
The company opened 78 new studios in the third quarter of 2025, demonstrating robust expansion and franchisee interest.
Total membership increased by 7% year-over-year, indicating continued customer acquisition and retention across its portfolio.

Considerations

The company reported a net loss of $6.7 million in the third quarter of 2025, reflecting ongoing profitability challenges.
Trailing twelve-month net income is negative, with an EPS of -$1.73, highlighting persistent losses despite revenue growth.
The company recently divested Lindora, which may reduce future revenue diversification and growth opportunities.

Barnes & Noble Education

BNED

Pros

Barnes & Noble Education maintains a leading position in the US college bookstore market, benefiting from recurring academic cycles.
The company has expanded its digital education offerings, supporting growth in eTextbooks and inclusive access programs.
Recent cost reduction initiatives have improved operating margins and cash flow generation.

Considerations

Revenue remains sensitive to student enrolment trends and textbook adoption rates, which can be volatile year-on-year.
The company faces ongoing competition from online retailers and direct publisher sales, pressuring margins and market share.
Debt levels remain elevated, constraining financial flexibility and increasing vulnerability to interest rate changes.

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Frequently asked questions

About The Companies

Xponential Fitness (XPOF)

Xponential Fitness Inc. (XPOF) is a franchisor of boutique fitness studios that operates multiple brands (Club Pilates, StretchLab, Rumble, Row House and others). It earns revenue through franchise fees, royalties on franchisee sales, equipment sales and company-owned studio revenues. The company’s growth thesis centres on expanding its franchise footprint and same-store sales recovery, capturing demand for specialised, instructor-led classes. With a market capitalisation around $342.8m, investors should weigh unit economics, franchisee profitability and cash flow dynamics alongside top-line expansion. Benefits of the model include recurring royalty streams and lower capital intensity versus wholly company-owned rollouts, but performance can be sensitive to consumer discretionary spending, competition and local market saturation. Financial metrics such as revenue growth, adjusted EBITDA, free cash flow and franchise unit growth are useful for assessment. This is general educational information and not personalised investment advice; values can rise or fall and past performance does not guarantee future returns.

Barnes & Noble Education (BNED)

Barnes & Noble Education, Inc. (BNED) runs college campus bookstores and provides course materials, digital learning tools and related services to students and institutions. The company’s revenue mix typically combines in-store retail sales, e-commerce and course materials distribution, making it sensitive to academic calendars, enrolment trends and the shift to digital textbooks and courseware. With a market capitalisation around $318.4 million, BNED is a smaller-cap company that can show greater share-price volatility and operational sensitivity versus larger peers. Investors should watch factors such as campus footfall recovery, adoption of digital learning platforms, contract renewals with institutions and cost management. This is general educational information not personal advice — values can rise or fall, and past patterns don’t guarantee future performance. Suitability depends on an individual’s goals, risk tolerance and time horizon; consider consulting a qualified adviser before investing.