WW INTERNATIONAL INC WW

October 20, 2021 - 2:13pm EST by

member

						2021	2022
Price:		18.17		EPS		0	0
Shares Out. (in M):		45		P/E		0	0
Market Cap (in $M):		1,400		P/FCF		0	0
Net Debt (in $M):		1		EBIT		0	0
TEV (in $M):		2		TEV/EBIT		0	0

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#	AUTHOR DATE SUBJECT
7	member 3/29/23 12:57PM Re: Update 6
We divested from the company quite some time ago. Our investment thesis was based on the assumption that their new diet program would have, if not a significant impact, at least a minor improvement in their... login to read the rest -2 view available tags
6	member 10/17/22 10:57AM Update 5
Hey Daycin, Not gonig to fault you for the performance here, a lot of stocks down substancially from this time last year (including some of my write ups). But its been a year since you psoted.... login to read the rest 1 view available tags
5	member 11/09/21 4:49AM Ww update
WW reported last week. Some notes.Digital did as expected and declined some 2% QoQ concurrent with past performance over the last five years. This again brings out how the decline from last quarter was not... login to read the rest view available tags
4	member 10/22/21 9:41AM Re: Re: Re: ??? 3
Thank you Winbrun, I have been following your ideas for some time and appreciate your focus on qualitative aspects.I agree that they need to de-accelerate the transition to WW (they should stop marketing as WW... login to read the rest view available tags
3	member 10/22/21 9:11AM Re: Re: ??? 2
Thank you for the write-up. Having followed this (and written it up on VIC), the current set-up is interesting. Mindy Grossman-In regards to Mindy G, my guess is that board asked her to step-down. She is... login to read the rest view available tags
2	member 10/22/21 6:25AM Re: ??? 1
In regards to why she is quitting, I cannot say for sure.If you believe she is leaving so as not to be seen with its downfall, I think that is wrong as, first, it will... login to read the rest view available tags
1	member 10/21/21 4:59PM ???
Why is the CEO quitting? What do you make of the fact that MAUs are declining, which would suggest that valuation is not as cheap as you think given that estimates are likely to be revised... login to read the rest 1 view available tags

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