Core Insights - Marriott Vacations Worldwide reported quarterly earnings of $1.69 per share, exceeding the Zacks Consensus Estimate of $1.64 per share, but down from $1.80 per share a year ago, indicating an earnings surprise of +3.05% [1] - The company generated revenues of $1.26 billion for the quarter ended September 2025, missing the Zacks Consensus Estimate by 5.2% and down from $1.31 billion year-over-year [2] - The stock has underperformed, losing approximately 26.2% since the beginning of the year, while the S&P 500 has gained 15.1% [3] Earnings Performance - Over the last four quarters, Marriott Vacations Worldwide has surpassed consensus EPS estimates four times [2] - The company has topped consensus revenue estimates two times over the last four quarters [2] - The current consensus EPS estimate for the upcoming quarter is $1.72 on revenues of $1.35 billion, and for the current fiscal year, it is $6.75 on revenues of $5.12 billion [7] Market Outlook - The stock currently holds a Zacks Rank 4 (Sell), indicating expectations of underperformance in the near future [6] - The estimate revisions trend for the company was unfavorable ahead of the earnings release, which may impact future stock movements [5][6] - The Leisure and Recreation Services industry, to which the company belongs, is currently in the top 31% of Zacks industries, suggesting a favorable industry outlook [8]

Core Viewpoint - Inspirato Incorporated reported a quarterly loss of $0.36 per share, slightly worse than the Zacks Consensus Estimate of a loss of $0.35, but an improvement from a loss of $2.05 per share a year ago [1][2] Financial Performance - The company posted revenues of $55.54 million for the quarter ended September 2025, missing the Zacks Consensus Estimate by 7.52% and down from $69.11 million year-over-year [2] - Over the last four quarters, Inspirato has surpassed consensus EPS estimates two times and topped consensus revenue estimates two times [2] Stock Performance - Shares of Inspirato have declined approximately 19% since the beginning of the year, contrasting with the S&P 500's gain of 16.5% [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating expected performance in line with the market in the near future [6] Earnings Outlook - The current consensus EPS estimate for the upcoming quarter is -$0.35 on revenues of $55.99 million, and for the current fiscal year, it is -$0.99 on revenues of $245.04 million [7] - The trend of estimate revisions for Inspirato was mixed ahead of the earnings release, which could change following the recent report [6] Industry Context - The Leisure and Recreation Services industry, to which Inspirato belongs, is currently ranked in the top 35% of over 250 Zacks industries, suggesting a favorable outlook compared to lower-ranked industries [8]

Core Insights - Lucky Strike Entertainment reported a quarterly loss of $0.12 per share, better than the Zacks Consensus Estimate of a loss of $0.15, and compared to earnings of $0.13 per share a year ago, resulting in an earnings surprise of +20.00% [1] - The company achieved revenues of $292.28 million for the quarter ended September 2025, exceeding the Zacks Consensus Estimate by 3.44% and up from $260.2 million year-over-year [2] - The stock has underperformed, losing about 17.7% since the beginning of the year, while the S&P 500 gained 16.5% [3] Financial Performance - Over the last four quarters, Lucky Strike has surpassed consensus EPS estimates only once [2] - The current consensus EPS estimate for the upcoming quarter is $0.04 on revenues of $316.8 million, and for the current fiscal year, it is $0.01 on revenues of $1.28 billion [7] Market Outlook - The company's earnings outlook will be influenced by management's commentary on the earnings call and trends in earnings estimate revisions [4][5] - The Zacks Rank for Lucky Strike is currently 3 (Hold), indicating expected performance in line with the market in the near future [6] Industry Context - The Leisure and Recreation Services industry, to which Lucky Strike belongs, is currently in the top 35% of over 250 Zacks industries, suggesting a favorable outlook compared to lower-ranked industries [8]

Core Insights - Life Time Group Holdings, Inc. (LTH) is a significant entity in the Leisure and Recreation Services industry, operating health and fitness clubs across the United States [1] Financial Performance - LTH reported an earnings per share (EPS) of $0.45, exceeding the estimated EPS of $0.35, and showing a year-over-year improvement from $0.26 [2][6] - The company achieved revenues of approximately $782.6 million, surpassing the estimated revenue of around $770.7 million, reflecting a 12.9% increase compared to the same quarter last year [3][6] - Net income increased by 147.3% to $102.4 million, while diluted EPS rose by 136.8% to $0.45 [4] - Adjusted net income was $93 million, up 65.2%, and adjusted EBITDA reached $220 million, a 22% increase [4] Market Position and Outlook - LTH has a price-to-earnings (P/E) ratio of approximately 24.05 and a price-to-sales ratio of about 1.94, indicating investor confidence and favorable market value [5] - The company has a solid balance sheet, low leverage, and strong cash generation, positioning it well for continued growth and an improved outlook for 2025 [5]

Core Insights - Lindblad Expeditions (LIND) reported quarterly earnings of $0.33 per share, exceeding the Zacks Consensus Estimate of $0.22 per share, but down from $0.36 per share a year ago, representing an earnings surprise of +50.00% [1] - The company achieved revenues of $240.17 million for the quarter ended September 2025, surpassing the Zacks Consensus Estimate by 4.07% and up from $206.01 million year-over-year [2] - Lindblad Expeditions has outperformed consensus EPS estimates three times over the last four quarters and has topped revenue estimates four times in the same period [2] Earnings Outlook - The sustainability of the stock's price movement will depend on management's commentary during the earnings call and future earnings expectations [3][4] - The current consensus EPS estimate for the upcoming quarter is -$0.30 on revenues of $168.75 million, and for the current fiscal year, it is -$0.28 on revenues of $747.22 million [7] Industry Context - The Leisure and Recreation Services industry, to which Lindblad Expeditions belongs, is currently ranked in the top 35% of over 250 Zacks industries, indicating a favorable outlook compared to lower-ranked industries [8] - Empirical research suggests a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can impact stock performance [5]

Core Insights - Life Time Group Holdings, Inc. (LTH) reported quarterly earnings of $0.41 per share, exceeding the Zacks Consensus Estimate of $0.34 per share, and showing an increase from $0.26 per share a year ago, resulting in an earnings surprise of +20.59% [1] - The company achieved revenues of $782.65 million for the quarter ended September 2025, surpassing the Zacks Consensus Estimate by 1.61% and up from $693.23 million year-over-year [2] - Life Time Group Holdings has consistently surpassed consensus EPS estimates over the last four quarters [2] Earnings Outlook - The current consensus EPS estimate for the upcoming quarter is $0.31 on revenues of $739.35 million, while for the current fiscal year, the estimate is $1.42 on revenues of $2.98 billion [7] - The company's favorable estimate revisions trend prior to the earnings release has resulted in a Zacks Rank 2 (Buy), indicating expected outperformance in the near future [6] Industry Context - The Leisure and Recreation Services industry, to which Life Time Group Holdings belongs, is currently ranked in the top 35% of over 250 Zacks industries, suggesting a positive outlook for the sector [8] - Empirical research indicates a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can be tracked by investors [5]

Core Insights - Norwegian Cruise Line (NCLH) reported quarterly earnings of $1.2 per share, exceeding the Zacks Consensus Estimate of $1.16 per share, and up from $0.99 per share a year ago, representing an earnings surprise of +3.45% [1] - The company posted revenues of $2.94 billion for the quarter ended September 2025, which was 2.6% below the Zacks Consensus Estimate, but an increase from $2.81 billion year-over-year [2] - Norwegian Cruise Line shares have declined approximately 13.8% year-to-date, contrasting with the S&P 500's gain of 16.5% [3] Earnings Outlook - The company's earnings outlook is crucial for investors, as it includes current consensus earnings expectations for upcoming quarters and any recent changes to these expectations [4] - The current consensus EPS estimate for the next quarter is $0.30 on revenues of $2.38 billion, and for the current fiscal year, it is $2.10 on revenues of $10.05 billion [7] Industry Context - The Leisure and Recreation Services industry, to which Norwegian Cruise Line belongs, is currently ranked in the top 35% of over 250 Zacks industries, indicating a favorable outlook [8] - Empirical research suggests a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can be tracked by investors or through tools like the Zacks Rank [5][6]

Core Insights - Marcus (MCS) reported quarterly earnings of $0.42 per share, missing the Zacks Consensus Estimate of $0.43 per share, and down from $0.78 per share a year ago, representing an earnings surprise of -2.33% [1] - The company posted revenues of $210.15 million for the quarter ended September 2025, surpassing the Zacks Consensus Estimate by 0.37%, but down from $232.67 million year-over-year [2] - Marcus shares have declined approximately 38.5% year-to-date, contrasting with the S&P 500's gain of 16% [3] Earnings Outlook - The current consensus EPS estimate for the upcoming quarter is $0.15 on revenues of $201.06 million, and for the current fiscal year, it is $0.29 on revenues of $765.23 million [7] - The estimate revisions trend for Marcus was mixed prior to the earnings release, resulting in a Zacks Rank 3 (Hold) for the stock, indicating expected performance in line with the market [6] Industry Context - The Leisure and Recreation Services industry, to which Marcus belongs, is currently in the top 35% of over 250 Zacks industries, suggesting a favorable outlook compared to the bottom 50% [8] - United Parks & Resorts, another company in the same industry, is expected to report quarterly earnings of $2.24 per share, reflecting a year-over-year increase of 7.7%, with revenues anticipated to be $541.22 million, down 0.9% from the previous year [9][10]

Core Insights - Madison Square Garden (MSGS) reported a quarterly loss of $0.37 per share, significantly better than the Zacks Consensus Estimate of a loss of $1.04, representing an earnings surprise of +64.42% [1] - The company posted revenues of $39.45 million for the quarter ended September 2025, missing the Zacks Consensus Estimate by 3.35% and down from $53.31 million year-over-year [2] - The stock has underperformed the market, losing about 0.4% since the beginning of the year compared to the S&P 500's gain of 16% [3] Financial Performance - Over the last four quarters, Madison Square Garden has surpassed consensus EPS estimates two times [2] - The current consensus EPS estimate for the upcoming quarter is $0.24 on revenues of $370.54 million, while for the current fiscal year, it is -$0.84 on revenues of $1 billion [7] Market Outlook - The company's earnings outlook will be crucial for future stock performance, with mixed trends in estimate revisions leading to a Zacks Rank 3 (Hold) [6] - The Leisure and Recreation Services industry, to which Madison Square Garden belongs, is currently in the top 35% of Zacks industries, indicating a favorable industry outlook [8]

Core Insights - Airbnb, Inc. (ABNB) is anticipated to report a year-over-year earnings increase driven by higher revenues for the quarter ended September 2025, with earnings expected to be $2.29 per share, reflecting a +7.5% change, and revenues projected at $4.08 billion, up 9.5% from the previous year [1][3]. Earnings Expectations - The upcoming earnings report is scheduled for November 6, and the stock may rise if the reported figures exceed expectations, while a miss could lead to a decline [2]. - The consensus EPS estimate has been revised down by 1.23% over the last 30 days, indicating a reassessment by analysts [4]. Earnings Surprise Prediction - The Zacks Earnings ESP model indicates that the Most Accurate Estimate for Airbnb is lower than the Zacks Consensus Estimate, resulting in an Earnings ESP of -1.86%, suggesting a bearish outlook [12]. - Despite the negative Earnings ESP, Airbnb holds a Zacks Rank of 3, making it challenging to predict an earnings beat conclusively [12]. Historical Performance - In the last reported quarter, Airbnb exceeded the expected earnings of $0.93 per share by delivering $1.03, resulting in a surprise of +10.75% [13]. - Over the past four quarters, Airbnb has beaten consensus EPS estimates two times [14]. Industry Context - In the Zacks Leisure and Recreation Services industry, AMC Entertainment is expected to report a loss of $0.17 per share, indicating a year-over-year change of -325%, with revenues projected at $1.24 billion, down 8.1% [18][19]. - AMC's consensus EPS estimate has been revised down by 150% over the last 30 days, but a higher Most Accurate Estimate gives it an Earnings ESP of +2.49%, suggesting a likely earnings beat [19][20].