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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