Market CompetitionApplication of AI and digital capabilities are improving the capacity to monetize expansive first-party data much more thoroughly and creatively than competing fitness concepts.
Pricing And Membership ChallengesA focus for LTH has been on maintaining brand standards while avoiding overcrowding, with 54 centers on a new member waitlist, and keeping engagement high.
Valuation ConcernsLife Time trades at competitive valuation multiples with expectations of generating significant free cash flow per share in the coming years.