Bowlero (BOWL)
icon
搜索文档
Bowlero (BOWL) Gains 14% in the Past 3 Months: What's Next?
ZACKS· 2024-07-10 02:56
Bowlero Corp. (BOWL) , an American bowling center operator, has gained 13.5% in the past three months, notably outperforming the Zacks Leisure and Recreation Services industry, Zacks Consumer Discretionary sector, and the S&P 500 Index. During the same time frame, the industry and the S&P 500 Index gained 4.4% and 8.6%, while the sector’s declined 2%.Price PerformanceImage Source: Zacks Investment ResearchBowlero is benefiting from its traffic-driving initiatives, organic and inorganic expansion plans, and ...
Bowlero (BOWL) Achieves Record Sales With Summer Season Pass
ZACKS· 2024-06-25 22:55
Bowlero Corp. (BOWL) , renowned for its location-based entertainment venues, has announced an impressive milestone with its Summer Season Pass exceeding $6 million in sales. This achievement represents the highest pass sales in the company's history, achieved with over two months left in the sales period. This remarkable success underscores the increasing appeal of the Summer Season Pass and highlights Bowlero's dedication to providing exceptional value and entertainment to its patrons. The Summer Season Pa ...
Dozens of former employees plan to sue Bowlero for discrimination after EEOC closes case, lawyer says
CNBC· 2024-05-07 04:24
Dozens of former employees who claim they were fired from Bowlero based on their age or out of retaliation plan to sue the bowling chain after the U.S. Equal Employment Opportunity Commission closed its case against the company, the attorney representing the claimants said Monday. Bowlero, the world's largest owner and operator of bowling centers, had been embroiled in an EEOC investigation since 2016 involving more than 70 former employees who claim they were unlawfully fired, the company previously disclo ...
Bowlero (BOWL) - 2024 Q3 - Earnings Call Transcript
2024-05-07 04:05
财务数据和关键指标变化 - 第三季度总收入增长8.8%,调整后EBITDA为1.228亿美元,去年同期为1.276亿美元 [28] - 同店销售下降2.1%,主要受1月份恶劣天气影响 [28] - 非同店中心贡献了1.1亿美元EBITDA,收入约3.5亿美元 [30] - 收购Lucky Strike的EBITDA贡献从上年同期的5百万美元增加到6百万美元 [30] 各条业务线数据和关键指标变化 - 娱乐设备业务毛利同比下降500万美元,公司投资改善消费者体验 [29] - PBA业务亏损200万美元,但观众人数和观看时长大幅增加 [29] - 活动业务收入同比增长27%,联赛收入同比增长9% [16] 各个市场数据和关键指标变化 - 1月份受恶劣天气影响,同店销售下降超过10% [79] - 2月和3月同店销售分别增长1%和3% [79] - 4月同店销售增长6%,总收入增长20% [47][79] 公司战略和发展方向及行业竞争 - 公司计划将大部分或全部Bowlero门店转换为Lucky Strike品牌 [128][132] - 公司正在积极拓展新建项目,未来9个月内将开设4家新店 [16][17] - 公司收购了最大的伊利诺伊州水上乐园Raging Waves,看好该业务的发展潜力 [107][134][135][140] - 公司认为水上乐园业务的回报率可能高于新建保龄球中心 [134][135][137] - 公司表示不会放弃保龄球业务,而是在保持保龄球业务的同时,积极拓展其他类型的休闲娱乐项目 [137] 管理层对经营环境和未来前景的评论 - 1月份受恶劣天气影响,但2月和3月同店销售转正,4月同店销售增长6% [13][47] - 公司正在通过优化菜单、提升员工培训等措施来提升食品饮料业务 [14][25] - 公司正在大力投资流量驱动举措,虽然带来一定成本,但已显现成效 [15][22][23][24] - 公司对未来保持乐观,预计下半年收入和EBITDA将实现大幅增长 [31] 问答环节重要的提问和回答 问题1 **Steven Wieczynski 提问** 询问第三季度业绩低于预期的原因 [37][38] **Bobby Lavan 回答** 主要是由于成本因素,特别是人工成本和投资娱乐设备及PBA业务的成本 [38][39] 问题2 **Matthew Boss 提问** 询问近期门店客流趋势及未来展望 [46][47][48][49][50][51][52] **Thomas Shannon 回答** 4月同店销售增长6%,总收入增长20%,公司有信心下半年能保持低单位数至中单位数的同店销售增长 [47][48][49][50][51][52][55] 问题3 **Jeremy Hamblin 提问** 询问第四季度成本结构的变化趋势 [65][66][67] **Bobby Lavan 回答** 第四季度销售费用和人工成本将有明显下降,有助于EBITDA利润率的提升 [66][67]
Here's Why Bowlero Stock Crashed Today
The Motley Fool· 2024-05-07 00:17
The company got off to a slow start in January and it will impact the fiscal year. Shares of bowling entertainment company Bowlero (BOWL -15.77%) crashed on Friday after the company reported financial results for its fiscal third quarter of 2024. As of 10:20 a.m. ET, Bowlero stock was down 18%. A slow start led to a weak quarter In Q3, Bowlero's revenue was only up 7% year over year to $338 million. The company benefited from new units contributing to the top line. By contrast, existing locations underperfo ...
Bowlero (BOWL) - 2024 Q3 - Earnings Call Presentation
2024-05-06 23:59
Forward-looking statements Some of the statements contained in this press release are forward-looking statements within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended, that involve risk, assumptions and uncertainties, such as statements of our plans, objectives, expectations, intentions and forecasts. These forward-looking statements are generally identified by the use of forward-looking terminology, including the term ...
Bowlero (BOWL) - 2024 Q3 - Quarterly Report
2024-05-06 19:32
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 ___________________________________ FORM 10-Q ___________________________________ ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2024 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Commission file number 001-40142 ___________________________________ BOWLERO CORP . (Exact name of registrant as specified in it ...
Bowlero (BOWL) - 2024 Q3 - Quarterly Results
2024-05-06 19:31
Bowlero Reports Third Quarter Results for Fiscal Year 2024 RICHMOND, Va. May 6, 2024 – Bowlero Corp. (NYSE: BOWL) (“Bowlero” or the “Company”), one of the world’s premier operators of location-based entertainment, today provided financial results for the third quarter of the 2024 Fiscal Year, which ended on March 31, 2024. Quarter Highlights: • Revenue increased 7.0% to $337.7 million versus the prior year and increased 64.7% versus 3QFY19 (quarter ended March 31, 2019) • Revenue excluding Service Fee Reven ...
Analysts Estimate Bowlero Corp. (BOWL) to Report a Decline in Earnings: What to Look Out for
Zacks Investment Research· 2024-04-29 23:06
The market expects Bowlero Corp. (BOWL) to deliver a year-over-year decline in earnings on higher revenues when it reports results for the quarter ended March 2024. This widely-known consensus outlook is important in assessing the company's earnings picture, but a powerful factor that might influence its near-term stock price is how the actual results compare to these estimates. The stock might move higher if these key numbers top expectations in the upcoming earnings report, which is expected to be release ...
Former Bowlero exec says company threatened to report him to FBI in proposed extortion, retaliation suit
CNBC· 2024-04-10 01:15
公司背景 - Bowlero是全球最大的保龄球中心所有者和运营商[2] - 公司在2021年底通过SPAC上市,是SPAC热潮中成功的股票之一[4] - Bowlero拥有两个最大的保龄球品牌AMF和Lucky Strike,截至2021年7月,在北美地区拥有300多家保龄球中心[4] Tanase事件 - Tanase在2001年加入公司的信息技术部门,后来晋升到C级管理层,与公司CEO密切合作,经常访问CEO的电子邮件账户[5] - 公司声称Tanase辞职后又改变主意,因为意识到自己不会得到离职补偿金[6] - Tanase声称公司起诉他是为了报复他拒绝签署终止协议,该协议要求他放弃追究公司法律责任的权利[18] - Tanase的律师寻求从Bowlero获得约800万美元的勒索赔偿和超过2700万美元的报复赔偿[19] - 公司要求法官拒绝Tanase提出的反诉请求,并对Tanase进行制裁[20] - 公司声称Tanase在离职后发誓要报复前雇主,并“埋葬”其CEO[36] - 公司声称Tanase告诉Bowlero人力资源副总裁Heather Webb,他曾与CNBC和几位律师,包括Dowe,讨论过公司的事情[36] EEOC调查 - EEOC自2016年以来一直在调查Bowlero,涉及70多名前员工声称他们被非法解雇[26] - EEOC在大多数针对Bowlero的投诉中发现有合理理由,认为存在歧视行为[29]