Acquisition Synergies And Earnings GrowthForward guidance that incorporates the Clever Fit acquisition sits above consensus and management expects cost savings and member uplift to at least double EBITDA by 2027, implying meaningful earnings upside if execution proceeds.
Brand Roll-out And Member ExpansionRebranding Clever Fit locations under the Basic-Fit name alongside increased marketing spend is designed to encourage franchisee conversions and expand the member base in Germany, creating clear growth levers.
Guidance And Cash FlowPost-close trading update indicates results align with guidance and consensus, and guidance that factors in the acquisition expects positive free cash flow, supporting a firmer financial profile.