u/GypsyRikes

Lifetime fitness has been held down by sector decline. (Seen $plnt Planet Fitness) The market has incorrectly associated the sector though. Lifetime fitness does not compete with Planet Fitness or your local “gym” they’re monopolizing the country club experience. They sell resort access and community to the upper class. Their financial performance over the last year indicates that the k shaped economy is growing a wider divergence. Their customer base is strong with waitlists and demand that allows them to continue to raise prices. They should be well above all time highs if not for being pulled down by the sector.

Earlier this week they reported earnings. We have a true breakout here. If it continues we could see a big run.

Best part is there’s no retail in it yet… there’s no shares available with the buybacks and new institutional investors.

I own 2k shares at ~$27. Not planning to sell any till $50 but holding most till $100+ and S&P500 inclusion. They’re currently in the 600.

Interesting discussion on applying hybrid quantum computing to robotic path planning for quality inspection…

https://youtu.be/QillFoj4OVY?si=sZx8ebSaeE-StBpx

I own 2k shares from last year 26.71 average. I have a whole bull case about it benefitting from the k shaped economy and being insulated from war and ai but what got me was the utter lack of chatter from retail and no options flow…. That seems to be changing now. After a good earnings today, I saw the highest options flow I’ve seen in a year following… is this someone knowing something or have fellow degens arrived?

The company has approved ~$490m in buy backs left… ceo said today they’d be executing… wondering if someone knows that’s coming soon and front ran?

Idk lmk if this is retarded enough for anyone else or if I’m just delusional overthinking it trying to make it into a cash cow Warren buffet type play.

Total revenue of $788.7 million increased 11.7% over the prior year quarter

Net income of $88.1 million increased 15.8% over the prior year quarter

Diluted EPS of $0.39 increased 14.7% over the prior year quarter

Adjusted net income of $96.2 million increased 27.4% over the prior year quarter

Adjusted EBITDA of $226.7 million increased 18.3% over the prior year quarter

Adjusted diluted EPS of $0.42 increased 23.5% over the prior year quarter

Raised 2026 outlook

https://finance.yahoo.com/markets/stocks/articles/life-time-reports-first-quarter-104500462.html

Life Time just posted strong Q1 results: revenue up 11.7 percent to 789 million dollars, adjusted EBITDA up 18 percent to 227 million dollars, net income up 16 percent to 88 million dollars, and they beat EPS expectations. Same store sales rose 8.6 percent, average revenue per member jumped over 10 percent to 930 dollars, and memberships continue to grow as they focus more on higher paying members (less low margin insurance plans and more personal training). They raised full year guidance and remain on track to open 12 to 14 new large format clubs this year.

The standout factors are pricing power and strong demand. These are not average gyms. They are upscale athletic resorts with pools, courts, spas, and premium programming. In a classic K shaped economy, the top tier keeps getting wealthier and willingly pays for health, community, and experiences that feel like a country club. Life Time has waitlists at multiple upcoming locations and for their high end offerings because affluent members see this as a non negotiable lifestyle spend rather than a discretionary gym membership.

The business is also defensive. It is purely domestic with a US and Canada focus and no messy international supply chains or war exposure. Unlike many tech or consumer names that could face disruption from AI, this is inherently human and physical: trainers, classes, racquet sports, and social atmosphere. You cannot replicate the in person energy or the third place vibe with an app or chatbot.
Solid balance sheet, low leverage, and cash flow that supports aggressive yet disciplined growth. It feels like one of the cleaner ways to play the bifurcation where the upper end of the economy keeps expanding while the rest stagnates. Not claiming it will 10x overnight, but the momentum and insulation look real. DYOR.