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年第一季度業績電話會議記錄的摘要：
Financial Performance:
財務業績：
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報告稱，2025年第一季度收入爲2.6億美元，調整後的息稅折舊攤銷前利潤爲6,290萬美元，收入同比增長17.5％，這得益於息稅折舊攤銷前利潤增長21％和息稅折舊攤銷前利潤率擴大至24.2％。
基於地點的收入的強勁表現以及收購和內部優化方面的有效資本部署推動了收入增長。
據報道，淨負債爲11億美元，季度末的總流動性爲3.55億美元。
Business Progress:
業務進展：
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.
在丹佛開設了兩個 Lucky Strike 分店，即將在比佛利山莊和奧蘭治縣開業，這表明了積極的擴張。
收購了Boomers和Raging Waves，在投資組合中增加了新的家庭娛樂中心和水上樂園，並立即計劃改善運營。
通過實施數據驅動的策略和移動訂購來加強收入管理，以提高運營效率和客戶滿意度。
正在進行的戰略併購活動，尤其是收購Spectrum娛樂綜合體，增加了可觀的收入潛力。
Opportunities:
機會：
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.
利用強勁的收購市場購買和振興被低估的資產，例如Boomers、Raging Waves和Lucky Strike所在地，以獲得豐厚的回報。
新的 Lucky Strike 分店以比佛利山莊和奧蘭治縣等富裕市場爲目標，擴大覆蓋範圍，與人口趨勢保持一致。
Risks:
風險：
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.
近期收購產生的初始負息稅折舊攤銷前利潤雖然是暫時的，但可能會影響短期財務業績。
受季節性業務波動的影響，對業績處於高峰和低谷的水上樂園的收購就說明了這一點。
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。無法完全保證內容的準確性。欲了解更多詳情，請訪問投資者關係網站。本文僅供投資者參考，不構成任何投資建議。
