GET DAILY SIGNALSThe Beachbody Company (BODI) Q3 2026 Earnings: Key Points for Investors
Key Takeaways
- The Beachbody Company (BODI) is scheduled 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.
Earnings Context and Its Significance
The Beachbody Company’s (BODI) upcoming quarterly earnings represent an important step in its ongoing shift from the former MLM model to a nutrition-focused, omni-channel approach that includes direct-to-consumer, Amazon, and retail channels. With legacy MLM revenue now fully out of the comparable periods, this report provides the first clean, like-for-like view of the current business. It will also show whether recent profitability can be sustained even as revenue continues to adjust during the transition, and whether initial retail placements for products like Shakeology and P90X are gaining traction.
Guidance and Wall Street Expectations
For the third quarter of 2026, The Beachbody Company (BODI) guided revenue in the $44 million to $48 million range, net income between a $3 million loss and breakeven, and adjusted EBITDA between $3 million and $6 million. Third-party consensus estimates call for revenue around $52.6 million and roughly breakeven EPS. Among the metrics receiving close attention are digital subscriptions, nutrition subscriptions, and gross margin, which management expects in the 68% to 71% range. The stock has shown sensitivity to guidance in the past, declining after the second quarter beat when management provided a softer outlook for the third quarter.
Investor Sentiment and Recent Price Action
Heading into the report, sentiment appears mixed. The Beachbody Company (BODI) has posted four consecutive quarters of profitability and eleven straight quarters of positive adjusted EBITDA, which supports the turnaround story. At the same time, revenue has continued to contract during the model transition, and shares sold off after the second quarter results on the softer guidance. Investors are balancing the improved profitability profile against questions around revenue stabilization, subscriber retention, and whether retail distribution gains can offset any digital churn. I also checked this using Tickeron’s AI Screener to see how BODI compares to others in the health and wellness space.
Forward Outlook and Items to Monitor
Looking past the headline numbers, attention will turn to whether revenue is starting to stabilize now that the model transition is complete. Management has noted that a clean comparison does not necessarily mean year-over-year growth, so the top-line direction will be closely watched.
Subscriber trends are central. Digital subscriptions have been declining as the company works through its legacy customer base, while nutrition subscriptions have shown sequential improvement. The question is whether the nutrition-first approach can offset softness in the digital fitness area.
Retail execution will also be important. Shakeology has moved into Sprouts Farmers Market and The Vitamin Shoppe, while P90X supplements are available on Amazon. The timing of planogram resets and reorders will help determine how quickly retail revenue can scale.
Margin durability and cash flow remain relevant as well. Management has lowered its adjusted EBITDA breakeven point, yet inventory purchases for the retail rollout and lower deferred revenue have weighed on free cash flow. How these elements develop will influence the outlook for the rest of 2026 and into 2027.
My Experience with Tickeron’s AI Screener
When preparing for earnings like this one from The Beachbody Company (BODI), I often use Tickeron’s AI Screener to quickly filter peers in the health and wellness sector by fundamentals, technical patterns, and recent performance. It helps me spot comparable companies and understand broader industry trends without spending hours on manual screening, which adds useful context to my own analysis of subscription and retail metrics.
Disclaimer
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Contributor
Sergey Savastiouk, Ph.D. has a degree in Applied Mathematics from Moscow University and has extensive experience as an entrepreneur, investor, manager, and mathematician. His professional expertise is in applied mathematics, mathematical modeling, system and pattern analysis, and software and hardware system integration. He has served as the CEO of several hi-tech start-up companies and nonprofit organizations, which has given him proven capabilities in business strategy for high-tech start-up companies, market assessment, company formation, team building, product development, marketing, and sales. He has published numerous articles in journals and magazines on related fields. As a retail investor, he spent 15 years developing his proprietary trading and quantitative algorithms (now Tickeron’s A.I.), which brought him significant returns in trading the stock market. His current work and goal in founding Tickeron is to bring professional, sophisticated stock market analysis capabilities to retail investors via an easy-to-use interface.
BODI's RSI Indicator slumps oversold zone
The RSI Indicator for BODI moved into overbought territory on November 11, 2026. Be on the watch for a price drop or consolidation in the future -- when this happens, think about selling the stock or exploring put options.
Technical Analysis (Indicators)
Bullish Trend Analysis
The Stochastic Oscillator suggests the stock price trend may be in a reversal from a downward trend to an upward trend. 56 of 62 cases where BODI's Stochastic Oscillator exited the oversold zone resulted in an increase in price. Tickeron's analysis proposes that the odds of a continued upward trend are 90%.
Following a +2.37% 3-day Advance, the price is estimated to grow further. Considering data from situations where BODI advanced for three days, in 197 of 234 cases, the price rose further within the following month. The odds of a continued upward trend are 84%.
BODI may jump back above the lower band and head toward the middle band. Traders may consider buying the stock or exploring call options.
Bearish Trend Analysis
The Momentum Indicator moved below the 0 level on November 11, 2026. You may want to consider selling the stock, shorting the stock, or exploring put options on BODI as a result. In 89 of 97 cases where the Momentum Indicator fell below 0, the stock fell further within the subsequent month. The odds of a continued downward trend are 90%.
Following a 3-day decline, the stock is projected to fall further. Considering past instances where BODI declined for three days, the price rose further in 50 of 62 cases within the following month. The odds of a continued downward trend are 90%.
The Aroon Indicator for BODI entered a downward trend on November 05, 2026. This could indicate a strong downward move is ahead for the stock. Traders may want to consider selling the stock or buying put options.
Fundamental Analysis (Ratings)
The Tickeron SMR rating for this company is 24 (best 1 - 100 worst), indicating very strong sales and a profitable business model. SMR (Sales, Margin, Return on Equity) rating is based on comparative analysis of weighted Sales, Income Margin and Return on Equity values compared against S&P 500 index constituents. The weighted SMR value is a proprietary formula developed by Tickeron and represents an overall profitability measure for a stock.
The Tickeron Valuation Rating of 45 (best 1 - 100 worst) indicates that the company is fair valued in the industry. This rating compares market capitalization estimated by our proprietary formula with the current market capitalization. This rating is based on the following metrics, as compared to industry averages: P/B Ratio (0.832) is normal, around the industry mean (0.974). P/E Ratio (2.388) is within average values for comparable stocks, (-39.046). Projected Growth (PEG Ratio) (0.000) is also within normal values, averaging (17.274). Dividend Yield (0.000) settles around the average of (0.979) among similar stocks. P/S Ratio (0.167) is also within normal values, averaging (71.888).
The Tickeron Price Growth Rating for this company is 77 (best 1 - 100 worst), indicating slightly worse than average price growth. BODI’s price grows at a lower rate over the last 12 months as compared to S&P 500 index constituents.
The Tickeron PE Growth Rating for this company is 97 (best 1 - 100 worst), pointing to worse than average earnings growth. The PE Growth rating is based on a comparative analysis of stock PE ratio increase over the last 12 months compared against S&P 500 index constituents.
The Tickeron Profit vs. Risk Rating rating for this company is 100 (best 1 - 100 worst), indicating that the returns do not compensate for the risks. BODI’s unstable profits reported over time resulted in significant Drawdowns within these last five years. A stable profit reduces stock drawdown and volatility. The average Profit vs. Risk Rating rating for the industry is 94, placing this stock worse than average.
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