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美国银行称,Planet Fitness因“营销失误”下调2026年业绩预期

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-- 美国银行证券周五发布的一份报告称,由于第一季度注册量疲软以及“营销失误”,Planet Fitness (PLNT) 的增长前景正面临调整。 报告指出,由于之前的营销活动过于侧重于健身爱好者而非新手,新的营销举措需要时间才能见效,3月和4月的业绩均低于预期。 美国银行表示,该公司下调了2026年的收入、同店销售额、EBITDA和每股收益预期,而避免提高黑卡价格可能会对业绩造成压力。 报告称,管理层已聘请一家新的创意机构,计划在年底前推出一项新的营销活动,为2027年第一季度的关键会员增长期做好准备。 美国银行将Planet Fitness的股票评级从“买入”下调至“中性”,并将目标价从110美元大幅下调至59美元。

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