CALL INVITE -> Long PLNT | Vetting The TAIL & TREND Growth Story

For this upcoming event we plan to combine forces and dive in on both the long term and short term growth story.  We intend to hit on the following key topics:

• Unit growth potential and cannibalization risk as the company continues to add new stores.  Assessing the gym market size, growth trends and market share of key players to evaluate the runway in growth for PLNT units.
• Vetting comp drivers, including price changes and their attrition risk, the growth opportunity of Black Card membership, and directional trends in competitive intensity.
• Assessing near term catalysts and earnings power over a TREND and TAIL duration.
• Ultimately, we’ll outline our view on the stock and what we think it is worth near and long term. 

Our research here will be to answer the key questions we hear from investors around the opportunity for continued growth and the store maturity/productivity potential. We think the resulting analysis will prove to be some of the best market analysis and ‘strategic planning’ review of a company we have done.