Company Performance - Madison Square Garden (MSGS) reported a quarterly loss of $0.59 per share, significantly missing the Zacks Consensus Estimate of $1.48, and down from earnings of $1.57 per share a year ago, representing an earnings surprise of -139.86% [1] - The company posted revenues of $424.2 million for the quarter ended March 2025, which was 0.77% below the Zacks Consensus Estimate and a decrease from $429.95 million in the same quarter last year [2] - Over the last four quarters, Madison Square Garden has surpassed consensus EPS estimates two times and topped consensus revenue estimates three times [2] Stock Outlook - Madison Square Garden shares have declined approximately 14.6% since the beginning of the year, compared to a 4.7% decline in the S&P 500 [3] - The current consensus EPS estimate for the upcoming quarter is -$0.97 on revenues of $122.84 million, and for the current fiscal year, it is $0.32 on revenues of $961.41 million [7] - The estimate revisions trend for Madison Square Garden is currently unfavorable, resulting in a Zacks Rank 4 (Sell) for the stock, indicating expected underperformance in the near future [6] Industry Context - The Leisure and Recreation Services industry, to which Madison Square Garden belongs, is currently ranked in the bottom 30% of over 250 Zacks industries, suggesting a challenging environment [8] - Empirical research indicates a strong correlation between near-term stock movements and trends in earnings estimate revisions, which could impact investor sentiment and stock performance [5]

Carnival (CCL) closed the most recent trading day at $18.63, moving +1.58% from the previous trading session. The stock's change was more than the S&P 500's daily gain of 0.63%. Meanwhile, the Dow experienced a rise of 0.21%, and the technology-dominated Nasdaq saw an increase of 1.52%.The the stock of cruise operator has fallen by 8.39% in the past month, lagging the Consumer Discretionary sector's gain of 1.14% and the S&P 500's loss of 0.7%.The upcoming earnings release of Carnival will be of great inter ...

分组1 - Airbnb reported quarterly earnings of $0.24 per share, missing the Zacks Consensus Estimate of $0.25 per share, and down from $0.41 per share a year ago, representing an earnings surprise of -4% [1] - The company posted revenues of $2.27 billion for the quarter ended March 2025, surpassing the Zacks Consensus Estimate by 0.44%, and up from $2.14 billion year-over-year [2] - Over the last four quarters, Airbnb has surpassed consensus revenue estimates three times, but only once for EPS estimates [2] 分组2 - The current consensus EPS estimate for the coming quarter is $0.88 on revenues of $3.03 billion, and for the current fiscal year, it is $4.22 on revenues of $12.12 billion [7] - The Zacks Industry Rank indicates that the Leisure and Recreation Services sector is currently in the bottom 40% of over 250 Zacks industries, which may impact stock performance [8]

Carnival (CCL) ended the recent trading session at $18.34, demonstrating a -1.98% swing from the preceding day's closing price. This change lagged the S&P 500's 0.15% gain on the day. Meanwhile, the Dow experienced a rise of 0.35%, and the technology-dominated Nasdaq saw a decrease of 0.09%.The cruise operator's stock has dropped by 3.51% in the past month, falling short of the Consumer Discretionary sector's gain of 0.88% and the S&P 500's loss of 0.21%.Market participants will be closely following the fin ...

Company Performance - OneSpaWorld (OSW) reported quarterly earnings of $0.22 per share, exceeding the Zacks Consensus Estimate of $0.21 per share, and up from $0.19 per share a year ago, representing an earnings surprise of 4.76% [1] - The company posted revenues of $219.63 million for the quarter ended March 2025, surpassing the Zacks Consensus Estimate by 0.18%, and compared to revenues of $211.23 million in the same quarter last year [2] - Over the last four quarters, OneSpaWorld has surpassed consensus EPS estimates two times and topped consensus revenue estimates four times [2] Stock Outlook - OneSpaWorld shares have declined approximately 11.4% since the beginning of the year, while the S&P 500 has decreased by 5.5% [3] - The current consensus EPS estimate for the upcoming quarter is $0.22 on revenues of $236.44 million, and for the current fiscal year, it is $0.94 on revenues of $952.15 million [7] Industry Context - The Leisure and Recreation Services industry, to which OneSpaWorld belongs, is currently ranked in the bottom 39% of over 250 Zacks industries, indicating potential challenges for stock performance [8] - Empirical research suggests a strong correlation between near-term stock movements and trends in earnings estimate revisions, which could impact OneSpaWorld's stock performance [5]

Norwegian Cruise Line (NCLH) came out with quarterly earnings of $0.07 per share, missing the Zacks Consensus Estimate of $0.09 per share. This compares to earnings of $0.16 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of -22.22%. A quarter ago, it was expected that this cruise operator would post earnings of $0.11 per share when it actually produced earnings of $0.26, delivering a surprise of 136.36%.Over the last four quarte ...

Group 1 - Camping World reported a quarterly loss of $0.16 per share, better than the Zacks Consensus Estimate of a loss of $0.23, and an improvement from a loss of $0.40 per share a year ago, resulting in an earnings surprise of 30.43% [1] - The company posted revenues of $1.41 billion for the quarter ended March 2025, missing the Zacks Consensus Estimate by 1.47%, but showing an increase from $1.36 billion in the same quarter last year [2] - Camping World shares have declined approximately 34.7% since the beginning of the year, contrasting with the S&P 500's decline of 6% [3] Group 2 - The earnings outlook for Camping World is uncertain, with current consensus EPS estimates at $0.64 for the coming quarter and $0.91 for the current fiscal year, with revenues expected to be $1.94 billion and $6.51 billion respectively [7] - The Zacks Industry Rank places Leisure and Recreation Services in the top 34% of over 250 Zacks industries, indicating that the industry outlook can significantly impact stock performance [8] - The estimate revisions trend for Camping World is currently unfavorable, resulting in a Zacks Rank 4 (Sell), suggesting that the shares are expected to underperform the market in the near future [6]

Company Performance - AMC Entertainment's stock closed at $2.68, reflecting a decrease of -1.47% from the previous day, underperforming the S&P 500 which gained 0.58% [1] - Over the past month, AMC's shares have declined by 5.23%, while the Consumer Discretionary sector and S&P 500 experienced losses of 0.09% and 0.84%, respectively [1] - The upcoming earnings report on May 7, 2025, is anticipated to show earnings of -$0.56 per share, indicating a year-over-year growth of 28.21%, with revenue expected to be $874.53 million, an 8.08% decline from the same quarter last year [1] Annual Estimates - For the annual period, the Zacks Consensus Estimates project earnings of -$0.74 per share and revenue of $4.96 billion, representing increases of +42.19% and +7.04% from the previous year [2] Analyst Sentiment - Recent modifications to analyst estimates for AMC reflect changing short-term business dynamics, with positive adjustments indicating a favorable outlook on the company's health and profitability [3] - The Zacks Rank system, which evaluates these estimate changes, currently ranks AMC as 3 (Hold), with the consensus EPS estimate having decreased by 12.18% in the past month [5] Industry Context - AMC operates within the Leisure and Recreation Services industry, part of the Consumer Discretionary sector, which holds a Zacks Industry Rank of 82, placing it in the top 34% of over 250 industries [6]

Caesars Entertainment (CZR) came out with a quarterly loss of $0.54 per share versus the Zacks Consensus Estimate of a loss of $0.19. This compares to loss of $0.55 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of -184.21%. A quarter ago, it was expected that this casino and resort operator would post a loss of $0.15 per share when it actually produced earnings of $0.05, delivering a surprise of 133.33%.Over the last four quart ...

Company Overview - Wall Street anticipates a year-over-year decline in earnings for Marcus (MCS) with a projected loss of $0.52 per share, reflecting a -36.8% change, while revenues are expected to reach $143.1 million, up 3.3% from the previous year [3][10]. Earnings Expectations - The upcoming earnings report for Marcus is scheduled for May 6, and the stock may rise if actual results exceed expectations, while a miss could lead to a decline [2][10]. - The consensus EPS estimate for Marcus has remained unchanged over the last 30 days, indicating stability in analyst expectations [4]. Earnings Surprise Prediction - The Zacks Earnings ESP model shows that the Most Accurate Estimate for Marcus aligns with the Zacks Consensus Estimate, resulting in an Earnings ESP of 0%, suggesting no recent differing analyst views [10]. - Marcus holds a Zacks Rank of 3 (Hold), making it challenging to predict an earnings beat conclusively [11]. Historical Performance - In the last reported quarter, Marcus had an expected EPS of $0.11 but delivered $0.13, resulting in a positive surprise of +18.18% [12]. - Over the past four quarters, Marcus has beaten consensus EPS estimates two times [13]. Industry Context - In the Zacks Leisure and Recreation Services industry, Airbnb, Inc. (ABNB) is expected to report earnings of $0.25 per share, indicating a -39% year-over-year change, with projected revenues of $2.26 billion, up 5.6% from the previous year [17]. - The consensus EPS estimate for Airbnb has been revised 1.9% lower in the last 30 days, but a higher Most Accurate Estimate has resulted in an Earnings ESP of 7.39%, indicating a likelihood of beating the consensus EPS estimate [18].