Xponential Fitness Inc at Bank of America Consumer & Retail Conference Transcript
So for those of you that don't know me, I'm Alex Perry from BofA Global Research. I'm really pleased and excited to have Xponential Fitness with us here today, including Anthony Geisler, CEO; and John Meloun, CFO. And Xponential Fitness is the largest provider of boutique fitness globally with 10 brands and over 2,600 studios opened across multiple different modalities. Xpo has fully covered from the pandemic with run rate AUVs now 10% above 2019 levels. So I'm going to lead off some Q&A, and then I'll open it up if we have any audience Q&A. So thanks again for joining us today.
Questions & Answers
Just first, it seems like the portfolio is pretty broad-based now with the BFT acquisition. Can you talk about how you're thinking about the broader portfolio and how you think about maybe scaling current brands versus another potential acquisition?
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