WW International (NASDAQ:WW) Issues Quarterly Earnings Results

WW International (NASDAQ:WW) issued its quarterly earnings results on Thursday. The company reported ($5.20) earnings per share for the quarter, missing the consensus estimate of ($2.45) by ($2.75), FiscalAI reports. The firm had revenue of $168.26 million for the quarter, compared to analyst estimates of $158.53 million.

Here are the key takeaways from WW International’s conference call:

• Clinical (Med+) momentum — end-of-period clinical subscribers reached 197,000 (51% sequential growth) and clinical subscription revenue rose 32% year‑over‑year; clinical ARPU remains >4x behavioral and management expects clinical to be ~25–30% of 2026 revenue.
• Behavioral subscriber base continues to shrink — end-of-period behavioral subscribers were 2.5 million, down 25% year‑over‑year, contributing to Q1 revenue of $168 million, a 10% decline versus prior year.
• Company reaffirmed 2026 guidance (revenue $620–$635M; adjusted EBITDA $105–$115M), expects to generate cash in 2026, and will use $37 million in Q2 to reduce term‑loan principal, cutting ~$4 million of annual interest.
• Strategic positioning around GLP‑1s — management highlighted that combining FDA‑approved medications with WW behavioral support drives stronger outcomes (Med+ members in GLP‑1 Success lost 29.1% more body weight at 12 months) and sees orals/affordability expanding the addressable market.
• Margins and spending are mixed — Q1 adjusted gross margin stayed near a record at 73.6% despite a clinical mix shift, but marketing was front‑loaded at $93M and management expects modest gross‑margin pressure in 2026 while marketing as a percent of revenue increases slightly.

WW International Stock Up 11.2%

NASDAQ:WW traded up $1.03 on Friday, reaching $10.20. 663,776 shares of the company’s stock traded hands, compared to its average volume of 347,018. The stock has a 50-day simple moving average of $15.33 and a 200-day simple moving average of $22.64. WW International has a 12 month low of $8.36 and a 12 month high of $46.95. The firm has a market cap of $101.99 million, a PE ratio of -1.76 and a beta of 1.30.

Analyst Upgrades and Downgrades

A number of equities analysts recently commented on WW shares. Weiss Ratings reaffirmed a “sell (d+)” rating on shares of WW International in a report on Friday, January 9th. Zacks Research raised WW International from a “strong sell” rating to a “hold” rating in a research note on Monday, March 16th. Three analysts have rated the stock with a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat, the company presently has an average rating of “Reduce”.

Institutional Trading of WW International

Several institutional investors have recently made changes to their positions in the business. Geode Capital Management LLC lifted its position in shares of WW International by 3.9% in the fourth quarter. Geode Capital Management LLC now owns 113,610 shares of the company’s stock worth $3,321,000 after buying an additional 4,251 shares in the last quarter. Ameriprise Financial Inc. bought a new position in WW International during the third quarter valued at approximately $623,000. Quinn Opportunity Partners LLC purchased a new position in WW International during the 4th quarter valued at approximately $1,010,000. Marshall Wace LLP bought a new stake in WW International in the 4th quarter worth approximately $1,108,000. Finally, Cooper Creek Partners Management LLC purchased a new stake in shares of WW International during the 3rd quarter worth approximately $3,336,000. Hedge funds and other institutional investors own 86.18% of the company’s stock.

About WW International

WW International, Inc (NASDAQ: WW) is a global wellness and weight management company that provides a range of subscription-based programs, digital tools and personalized coaching services. Originally founded in 1963 by Jean Nidetch as a small support group in New York City, the company grew into the well-known Weight Watchers brand before rebranding as WW in 2018 to reflect an expanded focus on overall health, fitness and nutrition. Over the years, WW has introduced innovations such as the SmartPoints® system, which assigns values to foods based on their nutritional composition, and the MyWW® personalized wellness plan, which tailors recommendations to individual lifestyles and goals.

WW’s offerings span digital and in-person channels.