BODI
BeachbodyBAI scenario view
RankAlpha Sentiment CodexThe current persistence contract does not provide an exact AI reference price. RankAlpha therefore does not calculate scenario return from the live quote. How scenarios are presented
AI sentiment snapshot
AI commentary
Available headlines emphasize the product launch and Q2 profitability, but the $4.30 anchor is below the prior baseline's $4.94 reference; the packet does not establish why the price fell. No verified analyst revisions, options, short-interest, employee, or sufficient social observations are available. Zero-valued fields above denote unavailable measurements, not neutral readings. The deterministic directional prior is negative, warranting cautious monitoring.
Evidence flagged
No evidence quality warning is currently attached to this memo.
AI events
BODi's Q3 outlook was $44 million–$48 million of revenue, a net loss of up to $3 million through breakeven, and $3 million–$6 million of adjusted EBITDA. The next results will test the durability of Q2's profitability against continued revenue contraction. The November date is an estimate, not an announced reporting date. [#SEC-8K-2026-08-10]
Management reported Shakeology in 131 Sprouts stores and 481 Vitamin Shoppe locations, with initial Sprouts reorders. Sustained reorders and conversion into digital subscriptions could improve acquisition economics, but neither outcome is quantified in the available evidence. The date is a monitoring horizon. [#PR-EARNINGS-2026-08-17]
Q2 digital subscriptions fell 19.1% year over year to 0.76 million, average digital retention declined 60 basis points to 96.1%, and first-half free cash flow was negative $5.7 million. Stabilization in subscribers and a return to positive cash flow would strengthen the turnaround case; continued deterioration would weaken it. The date is a monitoring horizon. [#SEC-8K-2026-08-10]
Recommendation
No formal recommendation provided.

