Consumer Cyclical
Life Time Group Holdings, Inc. (LTH)
Data as of July 17, 2026
Environment story
Life Time discloses minimal direct environmental metrics. The 10-K acknowledges climate-related physical risks (water scarcity, extreme weather, center closures) and transition risks (carbon pricing, building performance requirements) but provides no quantified Scope 1, 2, or 3 emissions data, renewable energy percentage, or net-zero commitments. The company frames environmental risks primarily as operational/financial threats rather than committing to decarbonization. No verified infrastructure investments in renewable energy or emissions reductions are documented. Water usage in 'scarce or costly' environments is flagged as a risk but not audited. Environmental score is significantly penalized for undisclosed emissions across all scopes and absence of a credible net-zero target.
Criticisms on file
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No disclosed environmental management system, emissions inventory, or sustainability report; no third-party ESG ratings or certifications mentioned.Source: LTH 10-K 2025, Risk Factors & MD&A sections
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Potential increased insurance costs and coverage gaps due to climate-related property damage; company notes magnitude and timing of climate impacts are uncertain.Source: LTH 10-K 2025, Item 1A Risk Factors
Disclosed initiatives
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Climate Risk DisclosureRisk Factors section acknowledges severe weather, shifting climate patterns, drought, heat stress, storms, flooding, and fires as material operational risks.Framing only; no mitigation strategy or targets documented.
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Water Usage Awareness10-K notes potential cost increases to 'cool our facilities in environments that experience higher temperatures' and 'water usage in environments where water may be scarce or costly.'Risk identification without quantified consumption or conservation commitments.
Social story
Life Time employs over 44,000 team members and reports strong workforce engagement through membership growth and club visits, but discloses no formal diversity metrics, CEO-to-worker pay ratio, or turnover rates in the 10-K. The company acknowledges labor market pressure requiring 'higher wages and increased benefits' and notes potential unionization risks; no documented labor disputes or NLRB complaints are mentioned in the filing. No supply-chain audits, human-rights policies, or diversity programs are disclosed. The company emphasizes premium member experiences and retention but provides minimal transparency on employee welfare, pay equity, or supply-chain ethics. Absence of formal commitments to diversity, living wage, or modern slavery statement reduces score.
Criticisms on file
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No diversity metrics (gender, race, ethnicity) disclosed for workforce or leadership; no EEO-1 filing, pay equity audit, or diversity program referenced.Source: LTH 10-K 2025, MD&A and Risk Factors sections
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Unionization risk acknowledged; company notes potential labor regulations could increase costs and restrict operational flexibility, but no proactive labor relations strategy disclosed.Source: LTH 10-K 2025, Item 1A Risk Factors—'Risks Relating to Our Human Capital'
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No supply-chain audit, conflict minerals policy, modern slavery statement, or human-rights due diligence disclosed; third-party supplier dependencies acknowledged but not audited.Source: LTH 10-K 2025, Item 1A Risk Factors—'Risks Relating to Our Business Operations'
Disclosed initiatives
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Workforce Retention and Development44,000+ team members including 11,100+ certified fitness professionals; company emphasizes attracting and retaining qualified employees and investing in member experiences through team engagement.Member loyalty and engagement metrics (122M+ club visits, 149 visits per membership in 2025) suggest effective workforce deployment, but no formal retention or development programs disclosed.
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Compensation AwarenessRisk Factors note 'higher wages and increased benefits' required in labor market; company acknowledges minimum wage and benefit cost pressures.Reactive cost management; no proactive pay equity or living wage commitment documented.
Governance story
Life Time ceased being a 'controlled company' under NYSE rules effective June 5, 2025, as the Voting Group (LGP and TPG affiliates) reduced holdings to 38.3% of voting power (down from 62.7% in Dec 2024). Within one year (by June 2025), the company must establish independent nominating/governance and compensation committees per NYSE standards; compliance status as of 10-K filing (Dec 31, 2025) is not fully disclosed. The 10-K does not explicitly state board independence percentage or composition. Share structure includes a classified board, blank-check preferred stock authorization, and advance notice bylaws—all anti-takeover provisions. No lobbying expenditures or political contributions disclosed. No active SEC consent decrees, antitrust proceedings, or major fines are disclosed; legal proceedings section is referenced but not detailed in excerpts provided. Governance score reflects moderate independence transition, lack of transparency on board composition, and standard anti-takeover defenses.
Criticisms on file
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Board independence percentage not disclosed; controlled-company status only recently terminated (June 2025); full NYSE independence compliance required by June 2026.Source: LTH 10-K 2025, Item—Risks Relating to Ownership of Our Common Stock
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Anti-takeover provisions include classified board, blank-check preferred stock, advance notice bylaws, and two-thirds supermajority voting requirement; shareholders cannot call special meetings or act by written consent.Source: LTH 10-K 2025, Item 1A Risk Factors
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Voting Group concentration of 38.3% voting power (down from 62.7%) still permits significant influence over corporate actions and strategic decisions.Source: LTH 10-K 2025, Item 1A Risk Factors—'Risks Relating to Ownership of Our Common Stock'
Disclosed initiatives
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Controlled Company TransitionVoting Group (LGP + TPG) holdings decreased from 62.7% (Dec 2024) to 38.3% (Dec 2025); company ceased being 'controlled company' effective June 5, 2025.Company now subject to full NYSE independence standards; must have independent nominating/governance and compensation committees by June 5, 2026.
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Corporate Governance FrameworkClassified board with staggered elections; amended and restated certificate of incorporation and bylaws; stockholders agreement governs Voting Group registration and transfer rights.Governance structure in transition; independence timeline extends to mid-2026.
These are Missionomics' own editorial scores — directional signals built from disclosed facts under a published method, not certifications or definitive ratings of Life Time Group Holdings, Inc.. Coverage and confidence vary by data point, and figures can lag real-world changes. Read the full Methodology for sourcing, scoring, and correction details — or open Life Time Group Holdings, Inc. in the app for interactive charts and portfolio building.
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