Inflationary pressures, global uncertainties and fluctuating consumer sentiment, particularly among lower- income households, are likely to have influenced spending patterns in the first quarter of 2025. Businesses operating in the leisure and recreation space have had to adjust quickly to remain competitive, often through operational efficiencies and more personalized service offerings. While discussing the sector's performance trends in the first quarter, companies such as Planet Fitness, Inc. (PLNT) , Pe ...

Core Insights - Acushnet reported quarterly earnings of $1.62 per share, exceeding the Zacks Consensus Estimate of $1.32 per share, and up from $1.43 per share a year ago, representing an earnings surprise of 22.73% [1] - The company posted revenues of $703.37 million for the quarter, surpassing the Zacks Consensus Estimate by 0.97%, but down from $707.55 million year-over-year [2] - Acushnet has surpassed consensus EPS estimates three times over the last four quarters, while it has topped revenue estimates only once in the same period [2] Earnings Outlook - The sustainability of Acushnet's stock 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 $1.36 on revenues of $723.61 million, and for the current fiscal year, it is $3.48 on revenues of $2.51 billion [7] Industry Context - The Leisure and Recreation Products industry, to which Acushnet belongs, is currently ranked in the bottom 32% 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 can impact investor sentiment [5][6]

Company Performance - WW International reported a quarterly loss of $0.47 per share, which was worse than the Zacks Consensus Estimate of a loss of $0.26, and compared to a loss of $0.06 per share a year ago, indicating an earnings surprise of -80.77% [1] - The company posted revenues of $186.57 million for the quarter ended March 2025, missing the Zacks Consensus Estimate by 1.63%, and down from $206.55 million in the same quarter last year [2] - WW International shares have declined approximately 44.1% since the beginning of the year, contrasting with the S&P 500's decline of -3.9% [3] Earnings Outlook - The current consensus EPS estimate for the upcoming quarter is $0.05 on revenues of $190.75 million, and for the current fiscal year, it is -$0.21 on revenues of $767.49 million [7] - The estimate revisions trend for WW International is currently favorable, leading to a Zacks Rank 1 (Strong Buy) for the stock, suggesting expected outperformance in the near future [6] Industry Context - The Leisure and Recreation Services industry, to which WW International belongs, is currently ranked in the bottom 27% of over 250 Zacks industries, indicating potential challenges for stock performance [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]

分组1 - Marcus reported a quarterly loss of $0.54 per share, slightly worse than the Zacks Consensus Estimate of a loss of $0.52, and a decline from a loss of $0.38 per share a year ago [1] - The company posted revenues of $148.77 million for the quarter ended March 2025, exceeding the Zacks Consensus Estimate by 3.96% and up from $138.55 million year-over-year [2] - Marcus has surpassed consensus revenue estimates four times over the last four quarters, indicating a positive trend in revenue performance [2] 分组2 - The stock has underperformed, losing about 23.8% since the beginning of the year, compared to a decline of 3.9% for the S&P 500 [3] - The current consensus EPS estimate for the upcoming quarter is $0.05 on revenues of $191.3 million, and for the current fiscal year, it is $0.33 on revenues of $762.5 million [7] - The Leisure and Recreation Services industry, to which Marcus belongs, is currently ranked in the bottom 27% of over 250 Zacks industries, which may impact stock performance [8]

Financial Performance - Lindblad Expeditions reported break-even quarterly earnings per share, compared to a Zacks Consensus Estimate of a loss of $0.12, and a loss of $0.10 per share a year ago, indicating an earnings surprise of 100% [1] - The company posted revenues of $179.72 million for the quarter ended March 2025, surpassing the Zacks Consensus Estimate by 19.65%, compared to year-ago revenues of $153.61 million [2] - Over the last four quarters, Lindblad Expeditions has surpassed consensus EPS estimates two times and topped consensus revenue estimates three times [2] Stock Performance - Lindblad Expeditions shares have lost about 23.1% since the beginning of the year, while the S&P 500 has declined by 3.9% [3] - The current status of estimate revisions translates into a Zacks Rank 3 (Hold) for the stock, indicating expected performance in line with the market in the near future [6] Future Outlook - The current consensus EPS estimate for the coming quarter is -$0.25 on $154 million in revenues, and -$0.06 on $709.4 million in revenues for the current fiscal year [7] - The outlook for the industry, particularly the Leisure and Recreation Services sector, is currently in the bottom 27% of over 250 Zacks industries, which may impact stock performance [8]

United Parks & Resorts (PRKS) is expected to deliver a year-over-year decline in earnings on lower revenues when it reports results for the quarter ended March 2025. This widely-known consensus outlook gives a good sense of the company's earnings picture, but how the actual results compare to these estimates is a powerful factor that could impact its near-term stock price.The stock might move higher if these key numbers top expectations in the upcoming earnings report, which is expected to be released on Ma ...

Park Hotels & Resorts (PK) Q1 2025 Earnings Call May 05, 2025 10:00 AM ET Company Participants Floris van Dijkum - Managing DirectorIan Weissman - Senior Vice President of Corporate StrategyThomas Baltimore - Chairman, President & CEOSean Dell'Orto - Executive VP, CFO & TreasurerDavid Katz - Managing DirectorDuane Pfennigwerth - Senior Managing DirectorC. Patrick Scholes - Managing Director - Lodging & Leisure Equity ResearchSmedes Rose - DirectorJay Kornreich - VP - Equity ResearchRobin Farley - Managing D ...

Group 1 - PLBY Group, Inc. will report its first quarter 2025 financial results on May 15, 2025, after the U.S. stock market closes [1] - The company will publish a press release discussing the quarter and host a webcast for an analyst Q&A session at 5 p.m. Eastern Time [2] - PLBY Group is a global pleasure and leisure company, with its flagship brand, Playboy, recognized worldwide and driving billions in consumer spending across approximately 180 countries [3]

Core Viewpoint - The tourism and hospitality market in Jinan experienced a significant surge during the "May Day" holiday, driven by increased hotel bookings, dining activity, and innovative tourism experiences [1][2][3]. Group 1: Accommodation and Dining Market - Hotel bookings in Jinan saw a year-on-year increase of 13% on the first day of the "May Day" holiday, indicating strong growth in the tourism consumption market [2]. - The average length of stay for tourists during the holiday was between 1 to 3 nights, with a notable proportion of family travelers [2]. - The dining sector also experienced a boom, with long queues at restaurants and some requiring up to an hour wait, particularly in major shopping districts [2]. Group 2: Innovative Tourism Experiences - Jinan launched the "Tonight Stay in Jinan" tourism accommodation brand, featuring 43 hotels and inns, and created 24 themed city exploration routes [3]. - Nighttime tourism activities were promoted, including events like the "National Style Trend" night at Jinan Fantawild and "Night Tour" at Jiuding Tower, aimed at extending the tourism consumption chain [3]. Group 3: Events and Their Impact - The "Everything is Peaceful" concert by Li Jian attracted over 176,000 people marking interest, with 40% of attendees coming from outside the province, showcasing the concert's significant impact on local consumption [6]. - The presence of sports events, such as the "Qilu Derby" between Shandong Taishan and Qingdao Hainiu, drew over 40,000 fans, leading to a 50% increase in sales for nearby restaurants on match days [16]. - The trend of "traveling for concerts" and "traveling for sports events" has become popular among young people, indicating a new consumer trend in tourism [16].

Investors in Atour Lifestyle Holdings Limited (ATAT) need to pay close attention to the stock based on moves in the options market lately. That is because the May 16, 2025 $10 Call had some of the highest implied volatility of all equity options today.What is Implied Volatility?Implied volatility shows how much movement the market is expecting in the future. Options with high levels of implied volatility suggest that investors in the underlying stocks are expecting a big move in one direction or the other. ...