Monitor whether WW can stabilize its Behavioral subscriber base while scaling its higher-ARPU Clinical segment. The stock may react to early 2026 subscriber trends and marketing efficiency, especially given the planned reduction in post-Q1 marketing spend.
Price Chart
Executive Summary
WW International reported Q4 2025 results with total revenue of $162.8 million, down 12% year-over-year, driven by secular declines in its Behavioral business. However, Clinical Subscription Revenue surged 32% YoY to $27 million, with Clinical subscribers up 42% to 130 thousand. The company exceeded 2025 Adjusted EBITDA guidance and provided 2026 revenue guidance of $620–635 million and Adjusted EBITDA of $105–115 million, signaling a strategic shift toward integrated GLP-1 and behavioral health solutions.
Key Financial Metrics
Key Facts
- Q4 2025 Total Revenue: $162.8 million, down 12% YoY
- Q4 Clinical Subscription Revenue: $27 million, up 32% YoY
- End of Period Clinical Subscribers: 130 thousand, up 42% YoY
- Q4 Net Loss: $5.8 million (3.6% margin), Adjusted EBITDA: $18.0 million (11.1% margin)
- 2026 Full Year Guidance: Revenue $620–635 million, Adjusted EBITDA $105–115 million
- Company emerged from Chapter 11 in June 2025 and applied fresh start accounting
Financial Impact
Revenue decline of 12% YoY in Q4, but Clinical segment growing rapidly; 2026 revenue guidance implies ~12-15% decline from 2025's $710.6 million
Risk Factors
- Continued erosion of Behavioral business may offset Clinical growth
- Heavy reliance on future Clinical subscriber growth and ARPU expansion
- Execution risk in transitioning to integrated weight health model
- Guidance implies continued revenue contraction in 2026
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 1 press release from GlobeNewswire.
| Document | Accession Number |
|---|---|
| PRESS-RELEASE Data (Synthetic) | press-3256124 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Sep 9, 2026 23d ago | 8-K | $14.94 $15.44 | ▲ +3.35% | ▲ +4.44% | $15.05 (+0.74%) |
Aug 20, 2026 6w ago | Insider Buy | $15.71 $16.20 | ▲ +3.12% | ▲ +2.65% | $15.05 (−4.20%) |
Jul 23, 2026 10w ago | Press Release | $13.34 $13.90 | ▲ +4.20% | ▲ +3.82% | $15.05 (+12.82%) |
Jun 16, 2026 15w ago | Press Release | $19.05 $17.55 | ▼ −7.87% | ▼ −6.83% | $15.05 (−21.00%) |
Jun 4, 2026 17w ago | DEFA14A | $17.27 $19.58 | ▲ +13.41% | ▲ +15.96% | $15.05 (−12.83%) |
May 27, 2026 18w ago | Insider Cluster | $17.10 $16.13 | ▼ −5.67% | ▼ −5.62% | $15.05 (−11.99%) |
May 15, 2026 19w ago | DEFA14A | $10.03 $13.84 | ▲ +37.99% | ▲ +36.37% | $15.05 (+50.05%) |
Apr 27, 2026 22w ago | 8-K | $10.51 $10.91 | ▲ +3.81% | ▲ +3.41% | $15.05 (+43.20%) |
Apr 23, 2026 23w ago | Press Release | $9.27 $10.53 | ▲ +13.59% | ▲ +12.68% | $15.05 (+62.35%) |
Apr 20, 2026 23w ago | 8-K | $10.00 $10.51 | ▲ +5.10% | ▲ +4.19% | $15.05 (+50.50%) |
US Market Status
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