Beachbody Company, Inc. (NASDAQ: BODI)

Beachbody Company, Inc. is a leading fitness and nutrition company that provides digital streaming programs, nutritional supplements, and related wellness content to consumers worldwide. It operates in the health and wellness industry focusing on at home fitness and nutrition solutions.

The company generates revenue primarily from subscription fees for its BODi digital platform, sales of nutritional products such as Shakeology and Beachbody Performance supplements, and formerly from connected fitness equipment which it discontinued in the first quarter of 2025. It also offers individual digital program purchases and trainer based monthly content that contribute to overall sales.

Beachbody Company, Inc. holds a notable position in the competitive at home fitness and nutrition market where it faces rivals such as Peloton, NordicTrack, Apple Fitness+, and various supplement brands like Herbalife and Vitafusion. Its competitive advantages include a large library of over 11,000 unique videos, strong brand recognition from legacy programs like P90X and Insanity, a high subscriber engagement rate reflected in a DAU/MAU ratio of approximately 31.8 percent, and a community driven model that encourages user retention. The company also benefits from its ability to bundle fitness and nutrition offerings, providing a holistic solution that appeals to consumers seeking comprehensive wellness.

The company serves individual consumers and households that seek convenient at home fitness routines, nutritional support, and wellness guidance, including those focused on weight loss, muscle building, and general health improvement. While specific customer names are not disclosed, the subscriber base consists of roughly 0.9 million digital subscription holders and 0.1 million nutritional subscription holders as of December 31, 2025.