Life Time Group Holdings IncLTH
Price$40.36Intrinsic value$31.9921% below price

Qualitative Analysis

Business overview

Business Overview

Life Time Group Holdings, Inc. (NYSE: LTH), operating as "The Healthy Way of Life Company," is a premier lifestyle and leisure brand that designs, builds, and operates distinctive, large-scale athletic country clubs. As of late 2025, the company serves nearly 1.6 million individual members across approximately 873,000 memberships. Its resort-like facilities offer a comprehensive suite of health, fitness, and wellness experiences, including state-of-the-art fitness floors, group training, indoor/outdoor pools, tennis and pickleball courts, spas, and cafes. Life Time targets affluent demographics in suburban and select urban markets, generating highly recurring revenue through premium monthly membership dues and ancillary in-center services.

Research as of 19 Jun 2026

Sources: 1

Strategic Initiatives

Growth programs, investments, and their expected impact

AI-assisted
Asset-Light Club ExpansionExpansion

Expanding the portfolio of premium athletic country clubs using an asset-light model, targeting affluent suburban and urban markets with high-income demographics.

Expected impact: Aims to generate higher average dues, higher in-center revenue per membership, and higher returns on invested capital.

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InvestmentSupported by sale-leaseback transactions targeting $300 million to $400 million in proceeds.
TimelineOngoing, targeting 12 to 14 new locations on average per year starting in 2026.
Dynamic Nutrition Coaching & Wellness ServicesInnovation

Launching and scaling personalized, in-club nutrition guidance and health optimization services, including Dynamic Nutrition Coaching and MIORA health optimization pilots.

Expected impact: Aims to accelerate growth in high-margin ancillary services and increase average revenue per center membership.

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InvestmentFunded through internal operational cash flows and technology investments.
TimelineLaunched nationwide in May 2026, with further expansion planned through 2026 and beyond.
Pickleball and Small Group Training ExpansionGrowth

Expanding specialized athletic and community programming, including pickleball court rollouts and signature small group training programs like Alpha, GTX, Ultra Fit, and the ARORA community for members aged 55 and older.

Expected impact: Drives higher member engagement, improves retention, and optimizes membership mix toward premium tiers.

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InvestmentPart of ongoing club-by-club operational enhancements and capital expenditures.
TimelineOngoing multi-year rollout across existing and new clubs.
Sources: 4

Mergers, Acquisitions & Partnerships

Recent deals and strategic collaborations

AI-assisted

Recent Acquisitions

Phoenix 10K
Announced 6 May 2026

Acquisition of one of Arizona's longest-running road races to expand Life Time's athletic events portfolio and complement its local footprint of nine athletic country clubs in the greater Phoenix area.

Financial impact: Adds to the company's portfolio of 30 premier athletic events, driving brand engagement and ancillary event revenue.

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Sources: 1
AI-assisted, source-linked narrative; figures from company filings (SEC EDGAR) and market data. Dates shown per section. Not investment advice. Terms of Use.