Beachbody publishes investor presentation on BODi turnaround to multi-channel direct-to-consumer model
BODI•Investor deck highlights turnaround and channel shift
Beachbody publishes investor presentation on BODi turnaround to multi-channel direct-to-consumer model
- The Beachbody Company investor deck highlighted a shift to a multi-channel model following the December 2024 exit from MLM distribution.
- Marketing costs fell to 31.5% of revenue in Q2 2026 from 53.5% in 2023, reflecting the removal of 40%-55% commissions.
- Adjusted EBITDA turned positive for 11 straight quarters, totaling $76.5 million through Q2 2026; net income stayed positive in the latest four quarters.
- Adjusted EBITDA breakeven was cut to about $160 million of revenue in 2026 from $900 million in 2022; headcount dropped to under 300 from over 1,000.
- Retail expansion accelerated in 2026, including Shakeology in 100+ Sprouts stores and nearly 500 Vitamin Shoppe stores; new P90X and Insanity products set for 2H 2026.
