$XPOF·8-K

Xponential Fitness, Inc. · Mar 10, 4:26 PM ET

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Xponential Fitness, Inc. 8-K

Research Summary

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Updated

Xponential Fitness Appoints Interim CFO, Reaffirms 2026 Guidance

What Happened

  • Xponential Fitness, Inc. (XPOF) announced leadership changes in an 8-K filed March 10, 2026: longtime CFO John Meloun separated from the company effective March 9, 2026, and the company named Robert K. Julian as interim Chief Financial Officer effective March 16, 2026. The company also reaffirmed its full-year 2026 financial guidance as previously disclosed in its Feb. 26, 2026 fourth-quarter and full-year 2025 earnings release. A press release dated March 10, 2026 was furnished as Exhibit 99.1.

Key Details

  • John Meloun separated from Xponential Fitness on March 9, 2026; he will receive benefits per his employment agreement.
  • Robert K. Julian (age 63) will serve as interim CFO starting March 16, 2026; his background includes recent CFO and board roles at TheRealReal, Sportsman’s Warehouse, and other public companies.
  • Interim consulting terms (to be filed when executed): $50,000 monthly cash compensation (March 2026 prorated to $25,000), an end-of-assignment bonus equal to total monthly cash paid, and a $6,000 monthly living allowance.
  • The company has engaged a leading search firm to find a permanent CFO.

Why It Matters

  • Investors should note a near-term change in finance leadership—an interim CFO has been appointed and the company is actively seeking a permanent replacement.
  • Management explicitly reaffirmed its 2026 guidance, which signals the company stands by the outlook provided with its Feb. 26, 2026 earnings release.
  • The disclosed interim compensation and search process are concrete costs and corporate actions to monitor, but there is no indication in the filing of related-party transactions or conflicts tied to the appointment.

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