Xponential Fitness XPOF Brand Fees — Deferred Revenue Period Increase Decrease

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EAT

EATDeferred Franchise and Development Fees — Additions

$400K+33.3%

LEUDeferred revenue, net of deferred costs – increase (decrease)

-$14.4M-14,500%

PZZAUnearned franchise fees and royalties — Change

-$508K+32.9%

COHUIncrease Decrease In Deferred Profit

-$980K-151%

ICUIOther deferred revenue — Increase (Decrease) in Deferred Revenue

-$349K-65.4%

COMPFranchise — Deferred Revenue

$51M—

Questions, answered.

What is Xponential Fitness's brand fees — deferred revenue period increase decrease?

Xponential Fitness (XPOF) reported brand fees — deferred revenue period increase decrease of $151K in Q1 2026.

How has Xponential Fitness's brand fees — deferred revenue period increase decrease changed year-over-year?

Xponential Fitness's brand fees — deferred revenue period increase decrease decreased by 47.6% year-over-year, from $288K to $151K.

What does brand fees — deferred revenue period increase decrease mean?

This metric tracks the net change in deferred revenue balances for the brand fees segment over a specific period. It reflects the timing difference between cash collections from franchisees or customers and the actual delivery of services. Positive changes suggest growing demand or increased upfront billings for future brand-related activities.