财务数据和关键指标变化 - 2024年第三季度净收入为13.5亿美元，访客人数为2100万 [12] - 调整后的EBITDA为5.58亿美元，其中包括来自Legacy Six Flags运营的2.06亿美元 [24] - 第三季度运营成本和费用总计8.94亿美元 [18] 各条业务线数据和关键指标变化 - Legacy Six Flags的第三季度净收入为5.58亿美元，访客人数为920万 [12] - Legacy Cedar Fair的第三季度收入较去年减少5200万美元，主要由于660,000名访客的减少 [12][13] - 在公园内的每位访客消费为61.27美元，较去年下降2% [16] 各个市场数据和关键指标变化 - 在第三季度，Legacy Cedar Fair的访客人数因极端天气和财政日历变化减少 [13][14] - 在过去五周内，Legacy Cedar Fair和Legacy Six Flags的访客人数增长超过20% [26] 公司战略和发展方向和行业竞争 - 公司计划在2025和2026年每年投资5亿到5.25亿美元的资本支出，重点关注新项目和基础设施改善 [31][48] - 公司将继续专注于提升客户体验，以推动长期增长 [38][39] - 预计到2027年，目标是实现每年800百万美元以上的未杠杆税前自由现金流 [55] 管理层对经营环境和未来前景的评论 - 管理层对未来的乐观态度，认为公司在2025年有能力实现超过历史增长率的出色表现 [41][45] - 管理层强调，尽管面临天气等外部因素的挑战，消费者需求依然强劲 [73][109] 其他重要信息 - 截至2024年第三季度，公司现金及现金等价物为9000万美元，债务总额约为48亿美元 [28] - 公司计划在2025年和2026年每年进行5亿到5.25亿美元的资本支出，以加速整合过程并激活增长潜力 [31][48] 问答环节所有提问和回答 问题: 关于2027年达到5500万访客的目标，如何看待未来的增长节奏 - 管理层表示，2025年的增长将超出历史增长率，预计将出现一个拐点，之后增长将加速 [61][62] 问题: 关于800百万美元的未杠杆自由现金流目标，如何看待每位访客的消费趋势 - 管理层认为，未来的收入增长主要来自于访客增长，而非单价折扣 [66] 问题: 关于第四季度的指导，是否考虑了运营日的变化 - 管理层确认，第四季度的指导考虑了运营日的减少，预计将实现2.05亿到2.15亿美元的EBITDA [97][98] 问题: 关于季票的销售情况 - 管理层表示，季票销售在过去五周增长了8%，平均价格上涨了3% [26][129] 问题: 关于运营日的恢复计划 - 管理层表示，Legacy Six Flags的运营日较2019年减少约400天，计划逐步恢复部分运营日 [154][155]

Wall Street analysts expect Six Flags Entertainment Corporation (FUN) to post quarterly earnings of $2.96 per share in its upcoming report, which indicates a year-over-year decline of 29.7%. Revenues are expected to be $1.34 billion, up 59.5% from the year-ago quarter.The consensus EPS estimate for the quarter has undergone a downward revision of 18.5% in the past 30 days, bringing it to its present level. This represents how the covering analysts, as a whole, have reassessed their initial estimates during ...

Six Flags Entertainment Corporation (FUN) has lost 24.7% in the past three months against the Zacks Leisure and Recreation Services industry's 42% growth. The stock also underperformed the Zacks Consumer Discretionary sector and the S&P 500, which gained 7.2% and 3.6%, respectively, during the said time frame. Image Source: Zacks Investment Research The company's growth trend is hurt by increased costs and expenses, along with a slowdown in consumer spending. The ongoing macro uncertainties and lingering in ...

Charlotte, N.C., Aug. 20, 2024 (GLOBE NEWSWIRE) -- Carowinds has announced an exciting lineup of fall events, including the debut of Tricks and Treats and Oktoberfest, alongside the return of the Carolinas' premier Halloween event, SCarowinds. For the first time since its debut in 2000, SCarowinds will no longer require a separate ticket, meaning guests can experience the thrills of their favorite rides at Carowinds, plus enjoy familyfriendly fun at Tricks and Treats and Oktoberfest during the day and the c ...

Key Takeaways Six Flags Entertainment plans to introduce seven more roller coasters at its parks in 2025. The company is also going to offer an expanded all-park passport for its 42 locations. Six Flags' stock rose Thursday after the investment update was released. Shares of Six Flags Entertainment (FUN) rose Thursday after the company unveiled investments for 2025, including seven new roller coasters. Highlights include a 171-foot drop on the new Wrath of Rakshasa, which is coming to Six Flags Great Americ ...

Six Flags Entertainment Corporation (FUN) reported $571.62 million in revenue for the quarter ended June 2024, representing a year-over-year increase of 14.1%. EPS of $1.08 for the same period compares to $1.04 a year ago. The reported revenue represents a surprise of +8.76% over the Zacks Consensus Estimate of $525.57 million. With the consensus EPS estimate being $1.06, the EPS surprise was +1.89%. While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how ...

财务数据和关键指标变化 - 第二季度创下净收入572百万美元和出园收入73百万美元的纪录 [16][17] - 出园收入增加主要得益于诺特斯酒店业绩改善和其他度假物业平均日房价上升 [21] - 每客人支出下降3%,主要由于在部分公园实施了季票价格下调和季票访客占比上升,部分被食品饮料和附加产品支出增加所抵消 [22][23][24] - 第二季度调整后EBITDA创下205百万美元的纪录,调整后EBITDA利润率达到36%,同比提升230个基点 [28][29] 各条业务线数据和关键指标变化 - 访客人次增加368,000人次,主要得益于季票基数扩大、团体渠道(包括学校和青少年业务)恢复至疫前水平,以及在部分市场推出新的游乐设施带来的需求增长 [18] - 每客人食品饮料支出增加3%,主要由于每客人平均交易次数和交易金额上升 [23] - 附加产品支出增加1%,主要得益于单次快速通道产品销售增加 [24] 各个市场数据和关键指标变化 - 7月份,由于天气等因素影响,部分公园运营受到干扰,整个组合访客人次下降3% [43][44] - 剔除受天气影响的4家公园,其余公园7月访客人次下降1% [44] - 7月整体客户支出与去年同期基本持平,食品饮料和高端体验产品支出持续增长抵消了入场票收入的下降 [45] 公司战略和发展方向及行业竞争 - 本次合并带来的主要优势包括:资产组合更加多元化、规模效应带来的成本协同、提升财务实力和灵活性、以及整合双方的经验和创新能力以提升客户体验 [58][59][60][61][62][63][64][65][66][67] - 公司将专注于提升Six Flags公园的业绩,主要通过提高续费率、平均访问率和市场渗透率来恢复至疫前水平 [75][76][77][78][79][80] - 公司将继续优化Cedar Fair公园的续费率和季票访问率,同时提升其市场渗透率 [77] - 公司将根据不同区域市场的特点,采取差异化的定价和营销策略 [145] - 公司将继续投资新的游乐设施和高品质餐饮设施,以提升客户体验和增加客户支出 [151] 管理层对经营环境和未来前景的评论 - 管理层对公司的长期发展前景充满信心,认为合并后的协同效应和规模优势将为股东带来可观的价值 [55][56][57][92][93] - 管理层表示,即使在2009年金融危机期间,公司的业务模式也表现出很强的抗风险能力,在经济环境恶化时仍能保持良好的业绩 [83][84][85] - 管理层认为,公司的8大核心原则将继续成为未来发展的基础 [85][86][87][88][89] 其他重要信息 - 截至6月30日,Cedar Fair和Six Flags的季票持有量分别为300万张和430万张,同比增长9%和6% [47][48] - 截至6月30日,Cedar Fair和Six Flags的递延收入分别为282百万美元和191百万美元,同比增长3%和8% [48] - 2024年全年,Cedar Fair和Six Flags的资本支出预计将在200-220百万美元之间 [49][50] - 未来公司的年化现金利息支出预计为3-3.1亿美元,年化现金税收支出预计为1.4-1.5亿美元 [54] 问答环节重要的提问和回答 问题1 **Lizzie Dove 提问** 提问了对消费者环境的看法,以及是否会调整之前的目标,特别是在收入方面 [96] **Richard Zimmerman 回答** 回答称,公司业绩在第二季度和上半年表现强劲,反映了公司业务模式的抗风险能力,公司仍有信心实现之前制定的目标 [97][98] 问题2 **James Hardiman 提问** 提问了Six Flags业务表现相对Cedar Fair较弱的原因,以及恢复Six Flags访客人次至疫前水平的计划和时间表 [103][104] **Richard Zimmerman 回答** 回答称,两家公司过去采取的策略略有不同,但未来将结合双方的优势,制定统一的策略以提升Six Flags的业绩,目标是在未来恢复Six Flags至疫前水平 [106][107] 问题3 **Steve Wieczynski 提问** 询问在恢复Six Flags访客人次的同时,如何平衡每客人支出,是否需要大幅降低价格 [109][110] **Richard Zimmerman 回答** 回答称,公司将根据不同市场的情况采取差异化的定价策略,通过提升客户体验来提高客户感知价值,而不是单纯依靠价格下调来拉动访客人次 [127][155][156]

Vaughan, ON, Aug. 08, 2024 (GLOBE NEWSWIRE) -- Canada's Wonderland, an amusement park just north of Toronto, is inviting guests to face nature's wrath next year on AlpenFury, the longest, tallest and fastest launch coaster in Canada. When fire and ice come together inside the mysterious Wonder Mountain, the force will propel riders into a thrilling journey beginning with a launch that blasts the train out the summit, 164 feet into the sky. The coaster will span 3,281 feet across the park, reaching speeds of ...

Analysts on Wall Street project that Six Flags Entertainment Corporation (FUN) will announce quarterly earnings of $1.29 per share in its forthcoming report, representing an increase of 24% year over year. Revenues are projected to reach $971.15 million, increasing 93.9% from the same quarter last year. Over the past 30 days, the consensus EPS estimate for the quarter has been adjusted downward by 4.7% to its current level. This demonstrates the covering analysts' collective reassessment of their initial pr ...

New Attractions: Snoopy's Racing Railway: Guests can join Snoopy as he races to deliver root beer and pizza to Camp Snoopy's Mess Hall, where Woodstock and his yellow bird buddies are causing quite a ruckus. This family-friendly steel launch coaster accelerates from 0 to 31 mph in seconds, providing an exhilarating adventure for all ages. Riders will experience exciting dips and wild turns, ensuring the delivery arrives safely and on time. Riders get double the fun as they race through the course twice. Cha ...