Sixty Six Capital Inc. Q1 FY2024 Earnings Call
· Earnings call transcript and AI-powered summary
- Revenue: Q1 2024 net revenue was $102 million, a 20% increase from $85 million in Q1 2023.
- Attendance: Attendance rose to 1.3 million guests (+18% YoY), benefiting from an additional 13th week and higher demand, especially at Knott’s Berry Farm.
- In-Park Spending: In-park per capita spending declined 6% YoY (-$3.94) due to lower season pass pricing and higher mix of pass visits at Knott’s.
- Out-of-Park Revenue: Increased by $4 million YoY to $23 million, boosted by the extra week and improved Knott’s Hotel performance.
- Operating Costs: Total increased $25 million YoY to $215 million, driven by a $15 million SG&A cost (including $10 million merger-related) and tech investments.
- Comparable Basis (Excluding Extra Week):
- Net revenue up 3% ($3 million).
- Attendance rose 10% (+125,000 visits).
- In-park per capita down 8% (-$5.39).
- Operating expenses flat YoY when excluding merger-related costs.
- Season Pass Performance:
- Record pace of season pass sales; up 8% ($15 million) in revenue YoY (comparable week), and 17% in units (+270,000 units sold).
- Average pass price down 8% due to strategic cuts at Knott’s Berry Farm.
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