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The Projections have been prepared in good faith based upon assumptions that the Company believes to be reasonable as of the date indicated herein, it being understood that the Projections are as to future events and are not to be viewed as facts, that the Projections are subject to significant uncertainties and contingencies, many of which are beyond the Company's control, including, but not limited to, with respect to landlord's engagements, no assurance can be given that any particular Projections will be realized and that actual results during the period or periods covered by any such Projections may differ significantly from the projected results and such differences may be material. You should reference the \"Risk Factors included in the Company's filings with the SEC from time to time for a discussion of the significant risks, uncertainties and contingencies involving the Company. 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locations generated $537 million of revenues with rents of $536 million and other costs of $184 million (per Company's FY2023 forecast)", "attrs": {}, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:23:11.609+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a5de1665-b8e5-4254-ba89-e6cf839126fd", "parentComponentId": null }, { "bbox": { "h": 0.015, "w": 0.49, "x": 0.35, "y": 0.63 }, "kind": "list", "text": "Assumes retention of All Access and On Demand revenues of 36%", "attrs": {}, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:23:11.609+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "da2d6fbc-5ef1-454e-bda2-12db5156e6da", "parentComponentId": null }, { "bbox": { "h": 0.015, "w": 0.56, "x": 0.35, "y": 0.607 }, "kind": "list", "text": "Includes retention of ancillary revenues associated with retained NLF revenues", "attrs": {}, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:23:11.609+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f1fb8fe1-59d1-44f7-970c-7d5465fcdbbd", "parentComponentId": null }, { "bbox": { "h": 0.011, "w": 0.016, "x": 0.953, "y": 0.954 }, "kind": "source-note", "text": "10", "attrs": { "numbered": true }, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:23:11.609+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a11d51d8-20a1-4fd5-92dc-b3456f3ad04f", "parentComponentId": null }, { "bbox": { "h": 0.017, "w": 0.864, "x": 0.068, "y": 0.156 }, "kind": "title", "text": "The current assumptions result in a net benefit to cash EBITDA of approximately $560 million from portfolio optimization efforts.", "attrs": {}, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Action title", "slug": "action-title", "status": "active", "canonId": "019de52c-fb31-734c-a0f5-a3935b73135d", "version": 1, "description": null }, "framework": null }, "subkind": "action-title", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:23:11.609+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e2f258a0-358e-4d2b-ad19-cda7cf1012fb", "parentComponentId": null }, { "bbox": { "h": 0.026, "w": 0.406, "x": 0.068, "y": 0.06 }, "kind": "title", "text": "Portfolio Optimization Impacts", "attrs": {}, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:23:11.609+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e0964ac2-fa60-4285-8f4f-b53d29817c6e", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Waterfall chart", "slug": "waterfall-chart", "status": "active", "bestFor": null, "canonId": "e2799da3-725f-44a9-a093-570f1f388e64", "version": 1, "bodyDocId": null, "description": null, "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "f55030f8-57cd-4a2e-a070-833bb5d76ae3", "evidence": "chart/bar-vertical: Cash EBITDA Impacts $564MM Rent Savings, $232 Retained Revenue, $149 Cash margin of exited locations, $183", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.8, "extraction": { "at": "2026-07-17 01:57:21.074094+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 10, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [], "arcBeats": [ { "to": 10, "arc": { "name": "Problem-Agitate-Solution", "slug": "problem-agitate-solution", "status": "active", "bestFor": "Sales pitches, urgency-driven, competitive displacement", "canonId": "019dd956-5ec6-70f9-9fd8-fdbaaff39acf", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem (Identify pain) -> Agitate (Make it worse) -> Solution (Provide relief)", "description": null, "familyLabel": null }, "from": 7, "name": "Solution & Approach", "beatId": "3c08745e-dfe1-4ff5-a4e3-13f338b5910f", "matchId": "fca5009e-17fd-4d34-9913-b97eb7167a09", "beatType": { "name": "Solution & Approach", "slug": "consultants-gambit-solution-approach", "status": "active", "canonId": "019dd9b8-071c-7161-9184-580fdac7a4f9", "version": 1, "description": null }, "evidence": "The methodology, key assumptions, and proposed solution sections present the solution approach.", "position": 2, "isPrimaryArc": true, "parentBeatType": { "name": "Turn", "slug": "turn", "status": "active", "canonId": "019dd9b8-0396-702b-ac2f-9901f8dd8b54", "version": 1, "description": "The pivot — solution proposed, catalyst introduced, decision made. 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"/slides/019de517-9110-725b-ba0e-affb4f0838e4/11", "deck": "/decks/019de517-9110-725b-ba0e-affb4f0838e4", "deckAnchor": "/decks/019de517-9110-725b-ba0e-affb4f0838e4#slide-11", "deckJson": "/decks/019de517-9110-725b-ba0e-affb4f0838e4.json" }, "components": [ { "bbox": { "h": 0.012, "w": 0.43, "x": 0.54, "y": 0.386 }, "kind": "list", "text": "Calculated at a building level - includes rent savings from renegotiated leases", "attrs": {}, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:23:18.911+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "2de56567-f8c9-4527-85ee-c0c7a36a5256", "parentComponentId": null }, { "bbox": { "h": 0.012, "w": 0.3, "x": 0.54, "y": 0.73 }, "kind": "list", "text": "Target SG&A reductions to steady state of 400 million", "attrs": {}, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:23:18.911+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "2e2b1a0a-9d62-4b56-b240-8f1f14b09c6d", "parentComponentId": null }, { "bbox": { "h": 0.012, "w": 0.43, "x": 0.54, "y": 0.49 }, "kind": "list", "text": "Calculated either based upon number of remaining locations or as a % of revenues", "attrs": {}, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:23:18.911+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "3087a100-f92f-4826-a18f-5f3bd597aef8", "parentComponentId": null }, { "bbox": { "h": 0.012, "w": 0.2, "x": 0.54, "y": 0.594 }, "kind": "list", "text": "Plan assumes no new locations", "attrs": {}, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:23:18.911+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5b274495-d392-4432-b9be-0d9c7c9f73d7", "parentComponentId": null }, { "bbox": { "h": 0.024, "w": 0.43, "x": 0.54, "y": 0.858 }, "kind": "list", "text": "Capex of approximately $25 million per quarter with additional amounts in 2024 due to deferred capex spend", "attrs": {}, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:23:18.911+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9db987d5-ce12-4582-b571-77ac490a0fdb", "parentComponentId": null }, { "bbox": { "h": 0.024, "w": 0.43, "x": 0.54, "y": 0.662 }, "kind": "list", "text": "Dependent upon individual market participation; currently, the Plan assumes no exits from any individual markets", "attrs": {}, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:23:18.911+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b525777e-6939-4c5c-aedc-ef68224d4902", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.43, "x": 0.54, "y": 0.278 }, "kind": "list", "text": "Net License Fee growth (FY'24-FY'27) of ~4.0% per annum., assuming 2.5% ARPM growth and slight membership growth\nAccess Revenues growing at ~4.3% through 2025 and then holding membership flat thereafter\nMarginal increase in penetration rates from Ancillary revenues", "attrs": {}, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:23:18.911+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e2bf9f1f-824a-4847-9fc6-81c25dc1c945", "parentComponentId": null }, { "bbox": { "h": 0.012, "w": 0.08, "x": 0.067, "y": 0.186 }, "kind": "paragraph", "text": "$ in millions", "attrs": {}, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": 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"at": "2026-05-02 07:23:18.911+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "01edafab-0434-4065-8869-26e9fce7b8f8", "parentComponentId": null }, { "bbox": { "h": 0.649, "w": 0.06, "x": 0.38, "y": 0.214 }, "kind": "table", "text": "Fcst\nFY2024\n$ 1,916\n214\n131\n76\n$ 2,336\n1,014\n270\n$ 1,284\n55.0%\n$ 384\n16.4%\n$ 668\n28.6%\n-\nnm\n81\n3.5%\n$ 412\n17.6%\n$ 175\n7.5%\n$125", "attrs": {}, "canon": { "kind": { "name": "Table", "slug": "table", "status": "active", "canonId": "019de52c-f9c8-7148-8119-eaac9594cd28", "version": 1, "description": "Tabular data layout." }, "tool": null, "subkind": { "name": "Data table", "slug": "data", "status": "active", "canonId": "019de52d-02d5-75b8-8abf-88e92bf63569", "version": 1, "description": null }, "framework": null }, "subkind": "data", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:23:18.911+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "259f55ed-8495-455f-be40-041c3b964beb", "parentComponentId": null }, { "bbox": { "h": 0.649, "w": 0.266, "x": 0.256, "y": 0.214 }, "kind": "table", "text": "Net License Fees\nAccess Revenue\nAncillary Revenue\nOther Revenue\nTotal Revenues\nCash Rent Expense\nTenancy Expense\nTotal Occupancy Costs\n% of revenue\nTotal Location Specific Opex\n% of revenue\nCash Market Contribution Margin\nCash Market Contribution Margin - %\nPre-Opening Expenses & Other\n% of revenue\nTotal Community Support\n% of revenue\nTotal SG&A\n% of revenue\nCash EBITDA\nCash EBITDA -%\nMemo:\nCapex", "attrs": {}, "canon": { "kind": { "name": "Table", "slug": "table", "status": "active", "canonId": "019de52c-f9c8-7148-8119-eaac9594cd28", "version": 1, "description": "Tabular data layout." }, "tool": null, "subkind": { "name": "Data table", "slug": "data", "status": "active", "canonId": "019de52d-02d5-75b8-8abf-88e92bf63569", "version": 1, "description": null }, "framework": null }, "subkind": "data", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:23:18.911+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "2ea9bb47-47c8-4346-97be-38f67b75a6c4", "parentComponentId": null }, { "bbox": { "h": 0.649, "w": 0.06, "x": 0.26, "y": 0.214 }, "kind": "table", "text": "Actual\nFY2022\n$ 2,353\n163\n117\n149\n$ 2,783\n1,668\n363\n$ 2,032\n73.0%\n$ 499\n17.9%\n$ 253\n9.1%\n147\n5.3%\n80\n2.9%\n$ 537\n19.3%\n$ (511)\n(18.4%)\n$207", "attrs": {}, "canon": { "kind": { "name": "Table", "slug": "table", "status": "active", "canonId": "019de52c-f9c8-7148-8119-eaac9594cd28", "version": 1, "description": "Tabular data layout." }, "tool": null, "subkind": { "name": "Data table", "slug": "data", "status": "active", "canonId": "019de52d-02d5-75b8-8abf-88e92bf63569", "version": 1, "description": null }, "framework": null }, "subkind": "data", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:23:18.911+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5713efc9-aa26-4961-b59e-5da537632371", "parentComponentId": null }, { "bbox": { "h": 0.649, "w": 0.06, "x": 0.56, "y": 0.214 }, "kind": "table", "text": "Fcst\nFY2027\n$ 2,166\n233\n150\n80\n$ 2,629\n1,071\n293\n$ 1,364\n51.9%\n$ 424\n16.1%\n$ 841\n32.0%\n-\nnm\n89\n3.4%\n$ 400\n15.2%\n$ 352\n13.4%\n$100", "attrs": {}, "canon": { "kind": { "name": "Table", "slug": "table", "status": "active", "canonId": "019de52c-f9c8-7148-8119-eaac9594cd28", "version": 1, "description": "Tabular data layout." }, "tool": null, "subkind": { "name": "Data table", "slug": "data", "status": "active", "canonId": "019de52d-02d5-75b8-8abf-88e92bf63569", "version": 1, "description": null }, "framework": null }, "subkind": "data", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:23:18.911+00", "model": 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