Revenue and EBITDA Growth
Total revenue grew 12% and adjusted EBITDA was up 15% in the first quarter of 2026, indicating strong financial performance.
Strategic Acquisitions
Acquired two profitable water parks and three family entertainment centers, expected to generate above-average returns, broadening leadership in the entertainment sector.
Online Booking Success
Double-digit growth in the online booking funnel, signaling increasing customer engagement and digital sales effectiveness.
Cost Management and Capital Efficiency
CapEx reduced from $42 million to $26 million year-over-year, reflecting improved capital allocation and procurement efficiency.
Real Estate Investment
Acquired land and buildings for 58 locations for $306 million, enhancing flexibility and reducing future rent exposure.
Strong Performance in Retail and Leagues
Retail revenue up 1.4% and league revenue up 2.1%, with October showing the strongest month of the year for events.
Adjusted EBITDA Margin Expansion
Achieved a 70 basis point expansion in adjusted EBITDA margin, with expectations of further improvements in upcoming quarters.