The Beachbody Company (BODY) Investor presentation summary

Mission and market opportunity

• Mission is to help people achieve their goals and lead healthier, more fulfilling lives through nutrition and fitness tools.

• Over 32 million customers served and $12.5+ billion in revenue since inception.

• Operates in the $6.5 trillion global wellness industry, with fitness and nutrition representing a $2.2 trillion opportunity.

• 28+ years of innovation in fitness and nutrition, with a strong portfolio of iconic brands.

Business transformation and turnaround

• Transitioned from MLM to a multi-channel model, exiting MLM in December 2024 and expanding into direct-to-consumer, Amazon, affiliate, and retail channels.

• Reduced headcount from over 1,000 to under 300 in four years, increasing organizational agility.

• Adjusted EBITDA breakeven revenue reduced from $900 million to $160 million over four years.

• Selling and marketing expenses as a percentage of revenue dropped from 53.5% in 2023 to 31.5% in Q2 2026.

• Refinanced $50 million in debt to $25 million, cutting interest rate from 28% to 14.9%.

Financial performance and milestones

• Achieved 11 consecutive quarters of positive Adjusted EBITDA totaling $76.5 million.

• Reported full-year operating income in 2025 and positive net income for four consecutive quarters ending June 30, 2026.

• Free cash flow turned positive in 2025, with significant improvements from prior years.

• Net income improved by $225.5 million from 2021 to 2025, with recent quarters showing continued profitability.

• Cash position at $32.4 million and debt at $25 million as of June 30, 2026.