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WW
WW·Medical Care Facilities·United States
WW International, Inc. provides weight management products and services in the United States, Germany, Canada, and internationally. It offers various nutritional, activity, behavioral, and lifestyle t...
1 Total1 External0 In-site
WWWW
2026-03-25🏥 HealthcarePitch
Externalby Cedar Grove Capital Management · Other
Cedar Grove Capital Management on WW (WW)
公司名称
WW International
主要经营地
美国
详细生意模式
健康管理(Weight Watchers)；Q4收入$161M(beat)，adj EBITDA $18M(beat)；临床订阅+5% QoQ至130K(指引Q1 200K +54%)on Wegovy Pill；但行为订阅暴跌至2.6M
护城河
🔴弱：行为订阅暴跌至2.6M(核心衰退)+FY26指引-12%收入-28% EBITDA+SOFR+680债务利率敏感
估值水平
FY26指引收入-12%、EBITDA -28%；FY27增长待验证
EV/Market Cap
EBITDA $148M / 债务$469M
网络观点
行为订阅暴跌，临床(Wegovy)增长不足以弥补；FY27增长待行为稳定和临床扩展
AI观点
Q4 beat但FY26指引-12%/-28%暴露长期困难；临床130K→200K增长强但无法抵消行为2.6M暴跌；SOFR+680债务利率风险+10M浮动卖方风险需关注
原文日期
2026-03-25
作者简介
新兴成长分析