WW INTERNATIONAL INC (WW)
NASDAQHealth CarePersonal Products & ServicesSnapshot 2026-09-04
NASDAQHealth CarePersonal Products & ServicesSnapshot 2026-09-04
QuarterlyIQ Insights · WW
What must go right, what could break, what the price assumes, and what evidence comes next.
The current health of the standing investment case.
Recent financial performance is holding in the top half of its industry — the reason to own it looks intact.
One-year growth currently built into the price, compared with our model's estimate.
| Measure | Marker shape | Value |
|---|---|---|
| Growth built into the price | circle | -75.7% |
| Our one-year growth estimate | diamond | -4.3% |
For each item: what to watch, what would become a concern, and what would make it less concerning.
A reporting-risk estimate, not a forecast of the stock-price response.
Historical relationships that met the evidence threshold. They do not prove cause or forecast a move.
No outside relationship met the current evidence threshold.
Based on historical daily prices through 2026-09-04.
Past price behavior in dollars on a $10,000 position. This does not measure permanent business risk.
How much price usually moves either way.
A larger daily loss that occurred about once in every 20 trading days.
Use the underlying financial and sector pages to investigate the cause.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Growth built into the price is above our model estimate.
The price assumes 71.4 percentage points less one-year growth.
The one-year revenue growth assumption on Valuation.
Model as of 2026-09-04 · Compared with 7 industry peers · Company calendar date is not available
WW — CEO transition
Dated 2026-05-15
President and Chief Executive Officer — Tara Comonte: The CEO resigned from her position and entered into a settlement agreement.
Why it matters: The CEO change is important for the company's stability and future plans. Investors worry about changes in leadership.
Worry ifAnnouncement of a new CEO with a strong track record in the industry.
Less concerning ifThere are delays in finding a new CEO or more executive departures.
Why it matters: Reducing debt helps financial health and supports future growth.
Supportive ifCompany completes debt prepayment of $40 million by the end of Q3 2026.
Worry ifCompany fails to prepay at least $30 million of debt by the end of Q3 2026.
Why it matters: Subscriber growth is key to revenue. A decline signals potential issues in retention or acquisition.
Worry ifEnd of Period Subscribers reported below 2.7 million in Q2 2026.
Less concerning ifEnd of Period Subscribers exceed 2.7 million in Q2 2026.
Why it matters: Reducing debt helps the balance sheet and makes finances stronger.
Supportive ifThe company pays off about $40 million in debt.
Worry ifCompany fails to complete planned debt prepayment actions.
We watch for confirming and disproving signals on each item. Resolutions are found automatically where possible and checked by hand for unclear cases. Last 90 days shown.
Deepest peak-to-trough drop in the last year.
| Measure | Value | Meaning |
|---|---|---|
| Typical day | ±$347 on $10,000 · ±3.5% | How much price usually moves either way. |
| Bad day | $925 loss on $10,000 · 9.3% | A larger daily loss that occurred about once in every 20 trading days. |
| Largest peak-to-trough drop in the past year | $7,388 loss on $10,000 · 73.9% | Deepest peak-to-trough drop in the last year. |
Past year. 1.00 means similar movement; 1.20 means about 20% more.
Past year. 1.00 means similar movement to the sector. This is secondary context.
Latest 30 trading days, shown as an annual percentage.
Latest 252 trading days, shown as an annual percentage.
20-trading-day average in US dollars.
Trading days used by the source risk snapshot.
Past results, not a forecast. Not investment advice.
Why it matters: A bigger loss may show problems with costs or making money.
Worry ifQ2 2026 Adjusted EBITDA loss greater than $1.8 million.
Less concerning ifQ2 2026 Adjusted EBITDA loss less than or equal to $1.8 million.
Why it matters: Keeping the total number of subscribers steady is important. It helps with steady revenue and growth.
Watch forTotal subscribers stay steady at about 2.5 million.
Also watch forTotal subscribers drop below 2.4 million.
Why it matters: The new CEO will change company strategy. This can affect how investors feel. A smooth transition can help keep things running well.
Watch forA new CEO is appointed and outlines a clear strategy within 60 days.
Also watch forThe company struggles to appoint a new CEO or faces further leadership issues.
Why it matters: A new CEO can shift company strategy. Delays may signal instability in leadership.
Watch forAnnouncement of a new CEO appointed by Q3 2026.
Also watch forNo new CEO appointed by Q3 2026.
Why it matters: This growth rate shows if the Clinical segment can keep gaining traction. A strong growth rate supports the company's strategy.
Supportive ifClinical Subscribers grow by over 50% each year.
Worry ifClinical Subscribers grow by less than 40% each year.
Why it matters: This growth shows if the Behavioral segment is stabilizing. Continued growth is key for overall health.
Supportive ifCore+ Behavioral Subscribers grow by over 10% each year.
Worry ifCore+ Behavioral Subscribers grow by less than 5% each year.
Why it matters: Stable or better margins show good management. This is important for financial health.
Supportive ifAdjusted Gross Margin remains at or above 73.6%.
Worry ifAdjusted Gross Margin falls below 70%.