The Beachbody (BODI) Earnings Date & Reports

Key Takeaways

• The Beachbody Company (BODI) is expected to report third quarter 2026 results on November 16, 2026, after the U.S. market close.
• Management guided third quarter revenue of $44 million to $48 million, net income of a $3 million loss to breakeven, and adjusted EBITDA of $3 million to $6 million.
• Consensus estimates point to revenue near $52.6 million and roughly breakeven earnings per share, according to third-party data.
• This will be the first quarter with a clean year-over-year comparison, as revenue from the legacy multi-level marketing (MLM) model has fully cycled out of both periods.
• Investors will focus on digital and nutrition subscription trends, gross margin, and the pace of the retail rollout for Shakeology and P90X supplements.
• After its second quarter beat, BODI shares fell sharply on softer third quarter guidance, setting a cautious tone heading into this report.
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Earnings Context and Why It Matters

The Beachbody Company's upcoming quarterly earnings mark a pivotal milestone in its multi-year turnaround. The company has shifted away from its former MLM (multi-level marketing) model toward a nutrition-led, omni-channel business spanning direct-to-consumer sales, Amazon, and retail distribution. Because legacy MLM revenue has now fully cycled out, this quarter offers investors the first direct, like-for-like comparison of the new operating model. The report will also test whether recent profitability can hold while revenue continues to decline through the transition, and whether early retail placements for brands such as Shakeology and P90X are translating into traction.

Earnings Expectations

For the third quarter of 2026, The Beachbody Company guided revenue of $44 million to $48 million, net income between a $3 million loss and breakeven, and adjusted EBITDA (earnings before interest, taxes, depreciation, and amortization) of $3 million to $6 million. Consensus estimates, by comparison, project revenue near $52.6 million and a roughly breakeven earnings per share (EPS), according to third-party data. Key metrics investors are watching include digital subscriptions, nutrition subscriptions, and gross margin, which management targeted at 68% to 71% for the quarter. Historically, the stock has been sensitive to guidance, falling after its second quarter beat when management issued a softer top-line outlook for the third quarter.

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Market Reaction and Investor Sentiment

Sentiment heading into this report is mixed. The company has now delivered four consecutive quarters of profitability and eleven straight quarters of positive adjusted EBITDA, reinforcing management's turnaround narrative. However, top-line revenue continues to shrink as the business transitions away from its legacy model, and the stock sold off following its second quarter print after guidance implied a sequential revenue decline. Heading into the third quarter report, investors are weighing the improving profitability profile against lingering questions about revenue stabilization, subscriber retention, and whether retail distribution gains can offset digital churn.

Forward Outlook and Key Factors to Monitor

Beyond the headline figures, investors will look closely at whether revenue is beginning to stabilize now that the model transition has fully cycled. Management has cautioned that a clean comparison does not guarantee year-over-year growth, so the direction of the top line will be a key signal.

Subscriber trends remain central. Digital subscriptions have been declining as the company works through its legacy customer file, while nutrition subscriptions have shown sequential growth. Investors will watch whether the nutrition-first strategy can offset weakness in the digital fitness segment.

Retail execution is another factor to monitor. Shakeology has expanded into Sprouts Farmers Market and The Vitamin Shoppe locations, while P90X supplements are now available on Amazon. The timing of retailer planogram resets and distributor reorders will influence how quickly retail revenue scales.

Finally, margin durability and cash flow matter. Management has sharply lowered its adjusted EBITDA breakeven point, but inventory purchases tied to the retail rollout and declining deferred revenue have pressured free cash flow. How these trends evolve will shape the outlook for the remainder of 2026 and into 2027.

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