FS8 Cedar Park — Investor Dashboard

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FS8 Cedar Park — Investor Dashboard
KB Fitness Holdings LP • 2026 Financial Performance
● Live 2026

January 2026 — Investor Commentary

FS8 Cedar Park opened in December 2025, with January 2026 representing its first full month of operations. The studio delivered a strong result with $36,097 in revenue and $5,093 net income — a 14.1% net margin in month one. For a brand-new studio still building its member base, this is an exceptional launch.

Revenue was anchored by $33,107 in Mindbody membership sales (91.7% of total), reflecting solid early member acquisition out of the December soft open. Payroll at $15,260 represents the primary cost center as expected for a new location. Insurance was front-loaded at $2,358 — a one-time figure that normalizes significantly in subsequent months.

With no rent expense hitting the books in January, the expense base was lean. Positive cash generation in the first full month of operations positions the studio well as it builds its member base toward target EFT.

$5,093 Net Income 84.3% Gross Margin First Full Month of Operations Opened December 2025 No Rent in Jan Insurance Normalized Feb+
Total Revenue
$36,097
— Baseline
Mindbody + Stripe + Taxable
Gross Profit
$30,436
84.3% margin
After COGS of $5,661
Total Expenses
$25,351
— Baseline
All operating costs
Net Ordinary Income
$5,085
▲ Positive
Before other income
Net Income
$5,093
▲ Profitable
Incl. interest & tax discount
Expense Ratio
70.2%
Expenses / Revenue
Operating efficiency
Revenue Breakdown — January
Mindbody, Stripe, Taxable Sales
Expense Breakdown — January
Top operating cost categories
Line ItemAmount% of Rev
INCOME
Non-Taxable Mindbody Sales$33,10791.7%
From Stripe$1,2653.5%
Other Service Income$0
Taxable Sales (Mindbody)$1,7254.8%
TOTAL INCOME$36,097100%
COST OF GOODS SOLD
Bank Service Charges($1)
Equipment Rental($3,759)10.4%
Merchandise for Resale($901)2.5%
TOTAL COGS($5,661)15.7%
GROSS PROFIT$30,43684.3%
OPERATING EXPENSES
Advertising & Promotion($1,051)2.9%
Computer & Software($154)0.4%
Franchise Fees($2,181)6.0%
Insurance($2,358)6.5%
Janitorial($625)1.7%
Employment (Payroll)($15,260)42.3%
Pest Control($108)0.3%
Professional Fees($2,055)5.7%
Recruiting($479)1.3%
Repairs & Maintenance($187)0.5%
Supplies($440)1.2%
Utilities($338)0.9%
Other($215)0.6%
TOTAL EXPENSES($25,351)70.2%
NET ORDINARY INCOME$5,08514.1%
Other Income (Interest + Tax Disc.)$8.31
NET INCOME$5,09314.1%

February 2026 — Investor Commentary

February marked the studio's second full month of operations, showing continued profitability at $4,353 net income on $32,792 in revenue. The slight revenue dip from January is typical of a new studio's early ramp — February has fewer calendar days and member acquisition continues to compound week over week.

A notable positive: Other Service Income grew to $2,115 (up from $0 in January), indicating the studio is generating ancillary revenue streams beyond core memberships. Insurance normalized sharply from $2,358 to $683, confirming January's figure was front-loaded. Advertising spend increased to $2,491 reflecting active paid marketing investment to drive member growth.

Expenses stabilized month-over-month, and with rent still not appearing in February, the studio continued operating with a lighter fixed cost base. This sets up March as the first true test of the full operating model.

$4,353 Net Income 86.9% Gross Margin Insurance Normalized No Rent Feb Either Ad Spend Ramping
Total Revenue
$32,792
▼ -9.2% vs Jan
Mindbody + Stripe + Taxable
Gross Profit
$28,500
▼ 86.9% margin
After COGS of $4,292
Total Expenses
$24,164
▲ -4.7% vs Jan
Leaner month
Net Ordinary Income
$4,336
▼ -14.7% vs Jan
Before other income
Net Income
$4,353
▼ -14.5% vs Jan
Incl. interest & tax discount
Expense Ratio
73.7%
▼ vs 70.2% Jan
Operating efficiency
Revenue Breakdown — February
Mindbody, Service Income, Taxable
Expense Breakdown — February
Top operating cost categories
Line ItemAmount% of Revvs. January
INCOME
Non-Taxable Mindbody Sales$28,75987.7%▼ -$4,348
From Stripe$5311.6%▼ -$734
Other Service Income$2,1156.4%▲ +$2,115
Taxable Sales (Mindbody)$1,3864.2%▼ -$339
TOTAL INCOME$32,792100%▼ -$3,305
COST OF GOODS SOLD
Equipment Rental($3,058)9.3%▲ -$701
Merchandise for Resale($1,234)3.8%▼ +$333
TOTAL COGS($4,292)13.1%▲ -$1,369
GROSS PROFIT$28,50086.9%▼ -$1,936
OPERATING EXPENSES
Advertising & Promotion($2,491)7.6%▼ +$1,440
Computer & Software($32)0.1%▲ -$122
Franchise Fees($2,321)7.1%▼ +$140
Insurance($683)2.1%▲ -$1,675
Interest Expense($329)1.0%▼ +$329
Janitorial($625)1.9%— $0
Laundry & Uniforms($419)1.3%▼ +$419
Employment (Payroll)($16,527)50.4%▼ +$1,267
Pest Control($108)0.3%— $0
Professional Fees($399)1.2%▲ -$1,656
Repairs & Maintenance($4)0.0%▲ -$183
Supplies($676)2.1%▼ +$236
Utilities($552)1.7%▼ +$214
TOTAL EXPENSES($24,164)73.7%▲ -$1,187
NET ORDINARY INCOME$4,33613.2%▼ -$749
Other Income (Interest + Tax Disc.)$17.45▲ +$9.14
NET INCOME$4,35313.3%▼ -$740

March 2026 — Investor Commentary

March was the studio's highest revenue month to date at $43,163 — a 31.6% jump over February — demonstrating strong membership momentum. Gross margin hit a YTD high of 90.5%, reflecting improving revenue mix and lower COGS.

March marks the first month rent hit the books — $11,532. January and February operated without rent, making those months structurally lighter on expenses. March is the first true look at the studio's full operating cost base. The $1,663 net income reflects that rent impact, but this is expected and one-time in nature — rent is now locked and normalized going forward.

Payroll grew modestly to $16,848 as the team scales with membership. Franchise fees of $3,011 reflect the growing revenue base. With expenses now stabilized and revenue trending toward $47k+ in April, the path to consistent profitability at full run-rate is clear.

$43,163 Revenue — YTD Best 90.5% Gross Margin Rent Now Normalized Full Expense Base Established April Tracking ~$47k Rev
Total Revenue
$43,163
▲ +31.6% vs Feb
Best month YTD
Gross Profit
$39,082
▲ 90.5% margin
After COGS of $4,081
Total Expenses
$37,436
▼ +54.9% vs Feb
Rent returned this month
Net Ordinary Income
$1,646
▼ -62.1% vs Feb
Rent impacted margin
Net Income
$1,663
▼ -61.8% vs Feb
Incl. interest & tax discount
Expense Ratio
86.7%
▼ vs 73.7% Feb
Rent drove ratio up
Revenue Breakdown — March
Mindbody, Other Service Income, Taxable
Expense Breakdown — March
Top operating cost categories
Line ItemAmount% of Revvs. February
INCOME
Non-Taxable Mindbody Sales$37,03785.8%▲ +$8,278
From Stripe$7341.7%▲ +$203
Other Service Income$4,0549.4%▲ +$1,939
Taxable Sales (Mindbody)$1,3393.1%▼ -$47
TOTAL INCOME$43,163100%▲ +$10,371
COST OF GOODS SOLD
Merchant Fee($124)0.3%▼ +$124
Equipment Rental($3,058)7.1%— $0
Merchandise for Resale($899)2.1%▲ -$335
TOTAL COGS($4,081)9.5%▲ -$211
GROSS PROFIT$39,08290.5%▲ +$10,582
OPERATING EXPENSES
Advertising & Promotion($2,815)6.5%▼ +$324
Computer & Software($234)0.5%▼ +$202
Employee Welfare($250)0.6%▼ +$250
Franchise Fees($3,011)7.0%▼ +$690
Insurance($683)1.6%— $0
Janitorial($625)1.4%— $0
Licenses & Permits($122)0.3%▼ +$122
Employment (Payroll)($16,848)39.0%▼ +$321
Pest Control($108)0.3%— $0
Professional Fees($399)0.9%— $0
Rent Expense($11,532)26.7%▼ +$11,532 new
Storage($256)0.6%▼ +$256
Supplies($76)0.2%▲ -$600
Utilities($460)1.1%▲ -$92
Postage & Other($16)0.0%▼ +$16
TOTAL EXPENSES($37,436)86.7%▼ +$13,272
NET ORDINARY INCOME$1,6463.8%▼ -$2,690
Other Income (Interest + Tax Disc.)$16.99▼ -$0.46
NET INCOME$1,6633.9%▼ -$2,690

YTD 2026 (Jan–Mar) — Investor Summary

FS8 Cedar Park opened in December 2025 and has generated $112,052 in revenue and $11,110 in net income across its first three full months of operation (January–March 2026) — a 9.9% net margin for a studio still in its ramp phase. This is a strong result for a new franchise location.

The studio's first full month (January) carried no rent expense, allowing it to build cash while acquiring members. Rent entered the P&L in March at $11,532, representing the full operating cost structure now in place. Payroll has grown steadily from $15,260 → $16,527 → $16,848, reflecting responsible team scaling as membership grows. Gross margin has improved each month: 84.3% → 86.9% → 90.5%.

April is tracking toward approximately $47,000 in revenue. With the expense base now stabilized — rent locked, payroll leveling, insurance normalized — incremental revenue flows through to the bottom line at high conversion. The studio is approaching its inflection point where fixed cost leverage kicks in meaningfully.

The largest cost driver is payroll at 43.4% of YTD revenue, followed by rent at 10.3% (one month only YTD) and franchise fees at 6.7%. As revenue scales, these percentages will compress, driving margin expansion through Q2 and Q3.

$11,110 YTD Net Income 87.5% Gross Margin Revenue Trend: ↑ Each Month Expense Base Now Stabilized April ~$47k Projected Payroll 43.4% of Rev
YTD Revenue
$112,052
3 months
$37,351/mo avg
YTD Gross Profit
$98,018
87.5% margin
Strong margin
YTD Expenses
$86,951
$28,984/mo avg
Rent added in March
YTD Net Income
$11,110
▲ 9.9% margin
Jan + Feb + Mar
Avg Monthly Net
$3,703
Per month avg
Compressed by Mar rent
YTD Payroll
$48,636
43.4% of revenue
Largest cost driver
Revenue & Net Income — Jan / Feb / Mar
Monthly comparison
YTD Expense Mix
Cumulative Jan–Mar by category
Line ItemJanuaryFebruaryMarchYTD Total% of Rev
INCOME
Mindbody Sales (Non-Taxable)$33,107$28,759$37,037$98,90388.3%
Non-Taxable Service Income$1,265$2,647$4,787$8,6997.8%
Taxable Sales$1,725$1,386$1,339$4,4504.0%
TOTAL REVENUE$36,097$32,792$43,163$112,052100%
TOTAL COGS($5,661)($4,292)($4,081)($14,034)12.5%
GROSS PROFIT$30,436$28,500$39,082$98,01887.5%
EXPENSES
Advertising & Promotion($1,051)($2,491)($2,815)($6,357)5.7%
Employment (Payroll)($15,260)($16,527)($16,848)($48,635)43.4%
Franchise Fees($2,181)($2,321)($3,011)($7,513)6.7%
Insurance($2,358)($683)($683)($3,724)3.3%
Rent Expense($11,532)($11,532)10.3%
Professional Fees($2,055)($399)($399)($2,853)2.5%
Janitorial($625)($625)($625)($1,875)1.7%
Supplies($440)($676)($76)($1,192)1.1%
Utilities($338)($552)($460)($1,350)1.2%
Other Expenses($1,043)($890)($987)($2,920)2.6%
TOTAL EXPENSES($25,351)($24,164)($37,436)($86,951)77.6%
NET ORDINARY INCOME$5,085$4,336$1,646$11,0679.9%
Other Income$8$17$17$43
NET INCOME$5,093$4,353$1,663$11,1109.9%