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The Bristlemoon Global Fund's investment thesis on Xponential Fitness ($XPOF) — Q1 2025 | Buyside Digest

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$XPOFNASDAQXponential Fitness

BEAR

The Bristlemoon Global Fund—XPOF

Fund Letter

Q1 2025

Published March 1, 2025

View Fund Profile

$4.80USD

-2.2% vs last month

$12.66Pitched

-62.1% since pitch

Market Cap$317.1M

P/E (TTM)N/A

52-Wk RangeN/A

Div. YieldN/A

Technical Chart

From the Fund Letter

Although the fund previously held Xponential Fitness due to low multiples and positive operational trends, the company's recent earnings guidance fell well short of consensus. This disappointed with...

— Daniel

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