Following my coverage on Bowlero Corp. (NYSE: BOWL ) in Sept'24, for which I recommended a buy rating due to my expectation that growth will remain robust given the positive traction BOWL is seeing regarding its growthI take a fundamentals-based approach to value investing.I disagree with the common misconception held by many investors that low multiple stocks must be cheap. I look for companies that offer the best long-term durability at the most affordable prices. Consequently, I have a propensity to be d ...

Bowlero Corp. (BOWL) has opened two new Lucky Strike locations in Colorado — Lucky Strike Southlands in Aurora and Lucky Strike Northfield in Denver. These new locations mark the third and fourth new builds under the Lucky Strike brand since its acquisition last September.These openings are part of the company's expansion strategy under the Lucky Strike brand, demonstrating its commitment to growth and innovation in the entertainment space. Lucky Strike Southlands offers 38,000 square feet of space with 36 ...

Bowlero Corp. (BOWL) closed the last trading session at $11.75, gaining 0.3% over the past four weeks, but there could be plenty of upside left in the stock if short-term price targets set by Wall Street analysts are any guide. The mean price target of $17.35 indicates a 47.7% upside potential.The average comprises 10 short-term price targets ranging from a low of $12 to a high of $29, with a standard deviation of $4.50. While the lowest estimate indicates an increase of 2.1% from the current price level, t ...

Bowlero Corp. (NYSE:BOWL) Q1 2025 Earnings Conference Call November 4, 2024 4:30 AM ET Company Participants Bobby Lavan – Chief Financial Officer Thomas Shannon – Founder and Chief Executive Officer Lev Ekster – President Conference Call Participants Matthew Boss – JPMorgan Steven Wieczynski – Stifel Randy Konik – Jefferies Ian Zaffino – Oppenheimer Jeremy Hamblin – Craig-Hallum Jason Tilchen – Canaccord Genuity Eric Wold – B. Riley Eric Handler – ROTH Capital Michael Kupinski – NOBLE Capital Markets Operat ...

Bowlero Corp. (BOWL) came out with quarterly earnings of $0.13 per share, beating the Zacks Consensus Estimate of a loss of $0.17 per share. This compares to loss of $0.10 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 176.47%. A quarter ago, it was expected that this company would post a loss of $0.01 per share when it actually produced a loss of $0.06, delivering a surprise of -500%.Over the last four quarters, the company ...

业绩总结 - 2025财年第一季度总地点收入同比增长17.5%[3] - 调整后EBITDA同比增长20.7%，达到6290万美元[3] - 调整后EBITDA利润率扩大至24.2%，增加130个基点[3] - 2023财年总收入为1,058,790万美元，预计2024财年将增长至1,154,614万美元，增幅为9.1%[24] - 2023财年同店收入为985,937万美元，2024财年预计为985,858万美元，年同比变化为0%[24] - 调整后位置EBITDA在2023财年为90,000万美元，2024财年预计为122,000万美元，增幅为36%[25] - 2024财年截至6月30日的合并收入为1,154,614千美元，同比增长9.0%[28] - 2024财年第三季度的收入为260,195千美元，同比增长14.4%[33] - 2024财年第三季度的GAAP净收入为23,095千美元，同比增长26.5%[33] 用户数据 - Raging Waves的季票销售达到88,000张，较去年增加了126%（39,000张）[18] 市场扩张与并购 - Bowlero于2024年9月30日收购了5个家庭娱乐中心和1个水上乐园[3] - Bowlero在2013年以3.1亿美元收购AMF，投资2000万美元的股权资金[6] - Bowlero在2014年以2.6亿美元收购85个Brunswick地点，实际购买价格降至6000万美元[9] - 2021年收购Bowl America的17个地点，净购买价格为1900万美元[9] - 2024年6月30日运营地点总数为354个[12] - 通过收购和新建，Bowlero在2018-2024年间新增81个地点，现金投资5.23亿美元，预计EBITDA约为1.4亿美元[12] 财务策略 - 2023财年每股回购总额为3700万美元，2024财年预计为1.81亿美元[22] - 2023财年分红总额为400万美元，2024财年预计为2500万美元[22] - 自上市以来，完全稀释的股份数量减少了约5000万股，降幅超过20%[20] 负面信息 - GAAP净亏损为83,581千美元，净亏损率为-7.2%[28] - 2024财年第三季度的折旧和摊销费用为37,437千美元，同比增长16.4%[28] - 2024财年第三季度的利息费用为48,670千美元，同比增长30.0%[33] - 2024财年第三季度的关闭地点EBITDA为2,205千美元[28]

财务表现 - 公司总收入同比增长14%，达到2.602亿美元[96] - 保龄球收入增长5%，达到1.222亿美元[100] - 餐饮收入增长18%，达到8804万美元[100] - 娱乐及其他收入增长39%，达到4995万美元[100] - 经营利润增长142%，达到1295万美元[100] - 净利润增长27%，达到2310万美元[100] - 调整后EBITDA为62,943,000美元[113] - 经营活动产生的现金流量净额增加83%至29,413,000美元[119] - 投资活动使用的现金流量净额下降77%至39,924,000美元[120] 成本管理 - 地点运营成本增长18%，达到8623万美元[104] - 地点人工成本增长7%，达到6744万美元[100] - 位置工资和福利成本增加7%，占收入比例从28%下降至26%[105] - 位置食品和饮料成本增加23%，占收入比例从7%上升至8%[105] - 销售、一般及管理费用下降9%，主要由于专业费用减少[106] - 折旧和摊销费用增加18%，反映了自上一财年以来通过收购和资本支出增加的可折旧资产和有限使用寿命的无形资产[107] - 利息费用增加30%，主要由于自上一财年以来新增的融资义务[108] 其他财务指标 - 应收账款公允价值变动导致利润减少[109] - 税率为75%，主要由于应收账款公允价值变动、永久性差异和其他个别税务事项[110]

财务表现 - 收入同比增长14.4%至2.602亿美元[1] - 总门店收入同比增长17.5%[2] - 同店收入同比增长0.4%[2] - 净利润为2310万美元，上年同期为1820万美元[2] - 调整后EBITDA为6290万美元，上年同期为5210万美元[2] - 公司总收入为2.602亿美元，同比增长14.4%[17] - 同店销售收入增长0.4%[21] - 调整后EBITDA为6,294.3万美元，EBITDA利润率为24.2%[22] - 净利润为2,309.5万美元，净利润率为8.9%[22] 门店拓展 - 从2024年7月1日至11月4日期间,新开2家门店,收购1家保龄球馆、5家家庭娱乐中心和1家水上乐园,总门店数量达361家[2] 未来展望 - 预计2025财年总收入同比增长中个位数至10%以上,达到12.3亿美元至12.8亿美元,调整后EBITDA率预计为32%至34%[4] - 公司计划通过新产品和新技术研发、市场扩张和并购等策略来推动未来业务增长[17,18] 资本运作 - 公司回购了80万股A类普通股,约800万美元,剩余回购额度为1.56亿美元[3] - 董事会宣布派发2025财年第二季度每股0.055美元的现金股利[3] - 现金及可用信贷额度合计为3.548亿美元[20] - 净负债为11.135亿美元[19] 收入构成 - 营业收入中保龄球收入为1.222亿美元，餐饮收入为8,803.9万美元，娱乐及其他收入为4,995.3万美元[17] 成本构成 - 地点运营成本为8,622.8万美元，人工成本为6,743.6万美元，食品饮料成本为2,053万美元[17]

Bowlero Corp. (BOWL) is benefiting from robust same-store sales, acquisitions and expansion efforts. Strong performance in its amusements and food and beverage segments bodes well for BOWL. However, stiff competition and high costs remain a concern for the company. Growth Drivers of BOWL Strong customer demand is aiding the company's same-store sales. In fourth-quarter fiscal 2024, the company reported a 6.9% increase in same-store sales. The company is making significant strides in its expansion efforts wi ...

Miami Lakes, FL, Oct. 08, 2024 (GLOBE NEWSWIRE) -- The AutoNation Orange Bowl Basketball Classic is set to make a triumphant return to Amerant Bank Arena on Saturday, December 14th. The 30th annual Classic will feature a thrilling doubleheader, with the UCF Knights facing off against the Tulsa Golden Hurricane in the opening game, followed by a highly anticipated matchup between the Florida State Seminoles and the Tulane Green Wave. Tip-off for game one is scheduled for 2:00 p.m. ET. The AutoNation Orange B ...