Pinstripes Holdings, Inc. (PNST) Q2 2025 Earnings Call Transcript Summary
Pinstripes Holdings, Inc. (PNST) Q2 2025 Earnings Call Transcript Summary
Venue-level contribution margins from mature stores improved by 50 basis points year-over-year to 8.3%.The following is a summary of the Pinstripes Holdings, Inc. (PNST) Q2 2025 Earnings Call Transcript:
以下是Pinstripes Holdings, Inc. (PNST) 2025年第二季度业绩会电话会议纪要的摘要：
Financial Performance:
财务表现：
Q2 2025 total revenue increased by 7.5% to $26.5 million, driven by the opening of four new stores.
EBITDA as a percentage of total revenue decreased by 160 basis points to 5%, influenced by costs from new locations.
Venue-level contribution margins from mature stores improved by 50 basis points year-over-year to 8.3%.
General and administrative expenses rose to $5.1 million from $3.8 million the previous year due to increased corporate activity.
2025年第二季度总营业收入增长了7.5%，达到2650万，主要得益于四家新店的开业。
EBITDA占总营业收入的百分比下降了160个基点，降至5%，受到新店铺成本的影响。
成熟门店的场馆层面贡献利润率同比改善了50个基点，达到了8.3%。
由于公司活动增加，管理费用从去年的380万上升至510万。
Business Progress:
业务进展：
Focused on improving top line comp growth with new promotional strategies and local store marketing campaigns.
Opened a new venue in Walnut Creek, California, which has shown promising bookings.
Continuing efforts to drive profitability through strategic cost reductions, achieving $10 million in savings, and targeting additional savings in SG&A.
Preparing for significant sales during the holiday season with strong event bookings.
专注于通过新的促销策略和本地店铺营销活动来提高整体同店销售增长。
在加利福尼亚州的胡桃溪开设了一个新场地，预订情况显示出良好的前景。
继续通过战略性成本削减来推动盈利，节省了1000万元，并针对SG&A进行额外节省。
为假日期间的重大销售做好准备，活动预订强劲。
Opportunities:
机会：
Ongoing investment in event business, particularly in tourism and conventions, shows promising growth in bookings.
New promotional activities and community events are positively impacting guest engagement and sales.
对活动业务的持续投资，尤其是在旅游和会议方面，预订增长势头良好。
新的促销活动和社区活动对顾客参与度和销售产生了积极影响。
Risks:
风险：
Continuing challenges in comp growth with specific pressures from macroeconomic factors and volatility in open play business.
Need to raise additional external capital, highlighting current liquidity concerns.
Cost efficiencies are yet to fully counterbalance sales decreases, particularly in new locations.
在可比增长方面持续面临挑战，特别是受到宏观经济因素的压力以及开放游戏业务的不稳定影响。
需要筹集额外的外部资本，突显出当前流动性问题。
成本效率尚未完全抵消销售下降，尤其是在新地点。
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：本文由人工智能生成。内容准确性无法完全保证。如需更全面详情，请参阅IR网站。本文仅供投资者参考，不具有任何指导或推荐建议。
