Buckley Capital Partners' Zack Buckley provides update on $XPOF thesis following short report

Zack Buckley, Managing Partner at Buckley Capital Partners, joins Yet Another Value Podcast for the second time to provide an update on his Xponential Fitness, Inc. (NYSE: XPOF) thesis since he was last on the podcast and following the Fuzzy Panda short report on the company.

For more information about Buckley Capital Partners, please visit: https://buckleycapitalpartners.com/

Zack's first appearance on YAVP discussing $XPOF: https://youtu.be/listaT3Bx6Q

Chapters:

[0:00] Introduction + Episode sponsor: Stream by Alphasense

[1:35] What happened to $XPOF following the short report is released

[3:57] $XPOF short report details - first allegation; Tony's first venture, Interactive Solutions

[10:20] $XPOF short report details - second allegation; LA Boxing venture

[12:16] $XPOF short report details - third allegation; 2015 incident

[14:33] CEO is a loose cannon or are these just one-offs?

[15:33] $XPOF short report details - addressing culture of sexual harassment

[19:02] $XPOF short report details - economics of the business and franchisees

[23:47] $XPOF franchisee transfer rates / understanding franchise network industry norms

[29:34] $XPOF billing practices and BBB complaints

[33:28] $XPOF financial covenants

[34:30] $XPOF fair valuation

[37:33] $XPOF capital allocation

[42:52] Upcoming $XPOF catalysts

[47:08] What Zack hopes to see at the $XPOF investor day

[48:25] Zack's $XPOF differential insights gained from talking with franchisees

[53:14] $XPOF final thoughts

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