Vail Resorts IncRevenue fell 7% YoY and missed estimates, though EBITDA beat slightly.
Vail Resorts reported first-quarter revenue of $1.21 billion, down 7% year on year and slightly below analyst expectations. The company, which operates luxury mountain resorts across more than 30 global locations, posted a mixed quarter with a narrow beat on EBITDA estimates but a revenue miss. Among the 10 consumer discretionary leisure facilities stocks tracked, the group overall beat revenue consensus by 2.6% while next-quarter guidance came in 0.8% below estimates. Live Nation was the standout performer with revenue of $3.79 billion, up 12.1% and beating expectations by 6.1%, while Dave & Buster's was the weakest with revenue of $559.2 million, down 1.5% and missing estimates by 3.1%. Sphere Entertainment achieved the fastest revenue growth among peers, up 37.7% to $386.4 million, and United Parks & Resorts reported revenue of $278.3 million, down 3% and in line with expectations.
Vail Resorts IncRevenue fell 7% YoY and missed estimates, though EBITDA beat slightly.
Dave & Buster’s EntertainmentRevenue down 1.5% and missed estimates by 3.1%, weakest among peers.
United Parks & Resorts IncRevenue down 3% but in line with expectations; no clear positive or negative.
Live Nation Entertainment IncRevenue beat expectations by 6.1%, up 12.1% YoY, indicating strong demand.
Sphere Entertainment Co.Fastest revenue growth among peers, up 37.7% to $386.4M.
ArcelorMittal SA