The Beachbody Company, Inc. · NASDAQ:BODI

The Beachbody — Noble Capital Markets Emerging Growth Virtual Equity Conference 2026

22 slides from The Beachbody's conference presentation, Feb 5, 2026

  1. Slide 1: Noble Conference - February 5, 2026

    Noble Conference - February 5, 2026

  2. Slide 2: Forward-looking statements

     This presentation of The Beachbody Company, Inc. (the "Company”) contains “forward-looking” statements pursuant to the safe harbor provisions of the Private Securities Litigation Reform Act of 1995, which are statements other than historical fact or in the future tense. These statements include bu

  3. Slide 3: Help people achieve their goals and lead healthier, more fulfilling lives

    Since 1998, our mission has been clear and unwavering: Help people achieve their goals and lead healthier, more fulfilling lives. Today, that commitment is stronger than ever. We are dedicated to empowering you with step-by-step programs, tools, and support to reach your goals and achieve healthy re

  4. Slide 4: The Original Fitness, Nutrition & Wellness Platform

    THE ORIGINAL FITNESS, NUTRITION & WELLNESS PLATFORM PREMIUM PRODUCTS KEY METRICS 140+ streaming workout Over 900 million programs qualified views since inception 11,000 streaming videos 32 million customers 6 owned nutrition brands since inception $12+ billion in revenue since inception 4

  5. Slide 5: $2.2 Trillion Opportunity

    $2.2 TRILLION OPPORTUNITY  Global wellness spending was valued $1.1T $1.1T at ~$6.5 trillion in 2023 FITNESS / PHYSICAL NUTRITION ACTIVITY  Fitness/physical activity and healthy nutrition represent ~33% of global wellness $923B $6.5T expenditures WELLNESS TOURISM GLOBAL WELLNESS INDUSTRY $1.2T  B

  6. Slide 6: Turnaround leadership and valuable assets

     Mark Goldston joined in June 2023 as Executive Chairman to help lead a turnaround at the Company. Author of the book “The Turnaround Prescription.” Successfully turned around Faberge, Reebok, LA Gear, Net Zero/United Online, Einstein Bagels, and other companies.  The assets of The Beachbody Compa

  7. Slide 7: Company history and financial peak

     The Beachbody Company has 22 years of positive Adjusted EBITDA and reached a peak of $1.2 billion in revenue and $135 million in Adjusted EBITDA in 2015.  The company was founded as an infomercial-based business and expanded into a multi-level marketing (MLM) in 2008, with hundreds of thousands o

  8. Slide 8: Exit from MLM and move to multi-channel model

     Post-IPO and post-COVID, the company began to encounter headwinds, largely driven by significant anti-MLM sentiment in the United States.  The MLM model featured a burdensome 40-55% commission structure on every sale and renewal.  The goal of the turnaround was to create a new, multi-channel bus

  9. Slide 9: Re-architected business: headcount, breakeven, debt reduction

     The company completely re-architected the business to become a nimble, dynamic organization and reduced overall headcount from over 1,000 to under 300 people in 4 years.  The company's breakeven was reduced from $900 million in revenue to $180 million in less than 3 years.  Selling and marketing

  10. Slide 10: Innovation pipeline rolling out in 2026 and 2027

     The innovation pipeline features several compelling programs that will roll out throughout 2026 and 2027.  The first program is the revolutionary 10 Minute BODi, a $10/month offering that features a series of muscle, cardio, flexibility, and weight-loss programs aimed at the massive 185 million-p

  11. Slide 11: Shakeology to be sold in retailers for the first time

     The Shakeology superfood+protein brand will be sold in retailers for the first time ever, starting in late Q1/Q2 2026. The brand has generated $3.7 billion in cumulative sales and over 1 billion servings sold since its introduction, and it has NEVER been sold in a retail store.  The new P90X and

  12. Slide 12: P90X Generation Next launch

     In February 2026, BODi launched the first sequel to the P90X program in 13 years: P90X Generation Next.  P90X is the most successful extreme fitness program in history, with millions of current and former users and $1 billion in cumulative sales.  To coincide with the launch of the P90X nutritio

  13. Slide 13: Financial turnaround a year ahead of schedule

     The company’s financial turnaround is a year ahead of schedule.  The company has reported 8 consecutive quarters of positive adjusted EBITDA.  The company has been free cash-flow positive for 2025 through the most recently reported Q3.  The company reported positive Net Income in Q3 2025 for th

  14. Slide 14: Additional programs and multi-channel strategy

     There are numerous other programs in the innovation pipeline that will be introduced in the second half of 2026 and into 2027.  The multi-channel strategy will be greatly enhanced by the new P90X, INSANITY, and Shakeology nutritional products at much more attractive price points.  Over the next

  15. Slide 15: The Mileposts of the Financial Turnaround

    THE MILEPOSTS OF THE FINANCIAL TURNAROUND 2021 to Present BOoODi

  16. Slide 16: Revenue breakeven reduction, 2022 to 2025

    2022 $900 million 2023 $440 million 2024 $235 million 2025 $180 million 16

  17. Slide 17: Free cash flow, 2021 to 2025 YTD Q3

    2021 ($293.2 million) 2022 ($73.7 million) 2023 ($29.1 million) 2024 ($2.0 million) 2025 +$13.1 million (YTD Q3) 17

  18. Slide 18: Adjusted EBITDA, 2021 to 2025 YTD Q3

    2021 ($86.1 million) 2022 ($23.3 million) 2023 ($8.7 million) 2024 +$28.3 million 2025 +$17.9 million (YTD Q3) 18

  19. Slide 19: Net income, 2021 to 2025 YTD Q3

    2021 ($228.4 million) 2022 ($194.2 million) 2023 ($152.6 million) 2024 ($71.6 million) 2025 ($8.1 million) (YTD Q3) Net Income of $3.6 million in Q3 2025, a first since going public in 2021 19

  20. Slide 20: Cash, debt and key financial metrics at 9/30/2025

     9/30/2025 cash position: $33.9 million  9/30/2025 debt position: $25.0 million  8 consecutive quarters of positive adjusted EBITDA: $49.0 million  9 months 2025 adjusted EBITDA: $17.9 million  9 months 2025 free cash flow: $13.1 million  9 months 2025 net income: ($8.1 million)  Q3 2025 posi

  21. Slide 21: Next Step: upcoming launches

    NEXT STEP  Super Trainer curated collections $10/month (Nov 2025)  10 Minute BODi launch (Dec 2025)  New P90X Generation Next (Feb 2026)  P90X Nutrition Line retail launch with QR Code (Q1/Q2 2026)* • DTC, CRM, Amazon launch  Shakeology small size 7-serving $39.95 retail launch (Q1 2026)* • DTC

  22. Slide 22: Help people achieve their goals and lead healthier, more fulfilling lives

    Help people achieve their goals and lead healthier, more fulfilling lives. 22

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