Bowlero Corp. (BOWL) Q1 2025 Earnings Call Transcript Summary
Bowlero Corp. (BOWL) Q1 2025 Earnings Call Transcript Summary
Net debt was reported at $1.1 billion with total liquidity at quarter-end of $355 million.The following is a summary of the Bowlero Corp. (BOWL) Q1 2025 Earnings Call Transcript:
以下是Bowlero Corp.（BOWL）2025年第一季度财报电话会议记录的摘要：
Financial Performance:
财务业绩：
Bowlero reported Q1 2025 revenue of $260 million with an adjusted EBITDA of $62.9 million, a 17.5% revenue growth year-over-year, supported by a 21% increase in EBITDA and expansion of EBITDA margin to 24.2%.
Revenue growth was bolstered by strong performance in location-based revenues and effective capital deployment in acquisitions and internal optimizations.
Net debt was reported at $1.1 billion with total liquidity at quarter-end of $355 million.
Bowlero报告称，2025年第一季度收入为2.6亿美元，调整后的息税折旧摊销前利润为6,290万美元，收入同比增长17.5％，这得益于息税折旧摊销前利润增长21％和息税折旧摊销前利润率扩大至24.2％。
基于地点的收入的强劲表现以及收购和内部优化方面的有效资本部署推动了收入增长。
据报道，净负债为11亿美元，季度末的总流动性为3.55亿美元。
Business Progress:
业务进展：
Opened two Lucky Strike locations in Denver, with upcoming openings in Beverly Hills and Orange County, illustrating aggressive expansion.
Acquired Boomers and Raging Waves, adding new family entertainment centers and water parks to the portfolio with immediate plans for operational improvements.
Enhanced revenue management through implementation of data-driven strategies and mobile ordering to boost operational efficiency and customer satisfaction.
Ongoing strategic M&A activities, notably acquiring the Spectrum Entertainment Complex adding significant revenue potential.
在丹佛开设了两个 Lucky Strike 分店，即将在比佛利山庄和奥兰治县开业，这表明了积极的扩张。
收购了Boomers和Raging Waves，在投资组合中增加了新的家庭娱乐中心和水上乐园，并立即计划改善运营。
通过实施数据驱动的策略和移动订购来加强收入管理，以提高运营效率和客户满意度。
正在进行的战略并购活动，尤其是收购Spectrum娱乐综合体，增加了可观的收入潜力。
Opportunities:
机会：
Capitalizing on a robust acquisition market to purchase and rejuvenate undervalued assets such as Boomers, Raging Waves, and Lucky Strike locations for superior returns.
Expanding the footprint with new Lucky Strike locations targeting affluent markets like Beverly Hills and Orange County, aligning with demographic trends.
利用强劲的收购市场购买和振兴被低估的资产，例如Boomers、Raging Waves和Lucky Strike所在地，以获得丰厚的回报。
新的 Lucky Strike 分店以比佛利山庄和奥兰治县等富裕市场为目标，扩大覆盖范围，与人口趋势保持一致。
Risks:
风险：
Initial negative EBITDA from recent acquisitions, although temporary, could impact short-term financial performance.
Exposed to seasonal business fluctuations, illustrated by the acquisitions of Water Parks which have performance peaks and troughs.
近期收购产生的初始负息税折旧摊销前利润虽然是暂时的，但可能会影响短期财务业绩。
受季节性业务波动的影响，对业绩处于高峰和低谷的水上乐园的收购就说明了这一点。
Tips: This article is generated by AI. The accuracy of the content can not be fully guaranteed. For more comprehensive details, please refer to the IR website. The article is only for investors' reference without any guidance or recommendation suggestions.
提示：本文由 AI 生成。无法完全保证内容的准确性。欲了解更多详情，请访问投资者关系网站。本文仅供投资者参考，不构成任何投资建议。
