NYSE · Consumer Discretionary

PLANET FITNESS INC PLNT

Planet Fitness, Inc., together with its subsidiaries, franchises and operates fitness centers under the Planet Fitness brand. The company operates through three segments: Franchise, Corporate-Owned Clubs, and Equipment. The Franchise segment includes operations related to the franchising business in the United States, Puerto Rico, Canada, Panama, Mexico and Australia.

Hotels/Resorts

Company profile

Business mix

  • The company operates through three segments: Franchise, Corporate-Owned Clubs, and Equipment. The Franchise segment includes operations related to the franchising business in the United States, Puerto Rico, Canada, Panama, Mexico and Australia.
  • The Corporate-owned clubs segment includes operations with corporate-owned clubs in the United States, Canada, and Spain.
  • The Equipment segment includes the sale of equipment to franchisee-owned clubs; and the sale of fitness equipment to franchisee-owned clubs in the United States, Canada, and Mexico.
  • Planet Fitness, Inc. was founded in 1992 and is headquartered in Hampton, New Hampshire.

Current key questions

  • Can consumer demand, pricing, traffic, and channel execution support growth in leisure?
  • How do input costs, promotions, inventory, and brand strength affect margins?
  • Does management convert scale, store or digital reach, and capital allocation into higher per-share value?
Holders 1 Current sample portfolio
Public mentions 0 Videos / interviews / letters
Valuation snapshot
PE 18.27 FCF 6.6% Buyback 3%
2026-06-07

Current firm holders

Firm Weight Value Filing period
Baron Capital Ron Baron 0.3% $89.3M 2026-03-31

Recent trading changes over the last 3 quarters

Net buyers 2 Last 3 13F filing periods
Net reducers 0 Last 3 13F filing periods
Unchanged holders 0 Share count unchanged
Increase amount $9.4M Estimated from net added shares
Reduction amount $0 Estimated from net reduced shares
Net share change / base shares +9.0% +126,878 / 1,415,971
Gotham Asset Management Joel Greenblatt 3 filing periods
13F 2025-09-30 Filed 2025-11-14
Major increase Shares 33.8% 13F value change +$7.9M
13F 2025-12-31 Filed 2026-02-17
Major increase Shares 23.1% 13F value change +$10.6M
13F 2026-03-31 Filed 2026-05-15
Major reduction Shares -21.7% 13F value change -$22.0M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 265,971 Last 3 periods +76,814 (+28.9%) Total shares 342,785 Value $25.5M
Baron Capital Ron Baron 3 filing periods
13F 2025-09-30 Filed 2025-11-14
Minor increase Shares 0.0% 13F value change -$6.0M
13F 2025-12-31 Filed 2026-02-17
Unchanged Shares 0.0% 13F value change $0
13F 2026-03-31 Filed 2026-05-15
Minor increase Shares 4.4% 13F value change -$35.5M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 1,150,000 Last 3 periods +50,064 (+4.4%) Total shares 1,200,064 Value $89.3M

Recent mentions

No public mentions.