Management attributed stable 2025 revenue of $5.3 billion to resilient maintenance demand, which offset a mid-single-digit decline in new U.S. pool construction. The decline in new pool starts to approximately 60,000 units represents a 40% drop from 2022 levels, reflecting broader macroeconomic pressures on discretionary construction activity. Gross margin expansion to 29.7% was driven by disciplined pricing strategies, supply chain efficiencies, and the growth of higher-margin exclusive brands. Ope ...

Key Takeaways POOL is set to report on Feb. 19 with 1.10% Earnings ESP and EPS seen at 99 cents vs. 97 cents a year ago.Hilton Grand Vacations has 1.19% ESP, with EPS projected at $1.05 vs. 49 cents last year.PENN Entertainment has 7.03% ESP, with loss expected to narrow to 20 cents per share.The leisure industry is likely to have benefited from resilient consumer demand in the fourth quarter of 2025, supported by steady employment levels and a continued preference for experiences over goods. Even with sele ...