SeaWorld Entertainment Inc

In the fiscal third quarter, Disney’s Parks and Resorts segment reported revenues of $5.2 billion.

Walt Disney’s (DIS) Theme Parks business posted strong performance results in the three months ending December 2017 (the company’s fiscal 1Q18).

Comcast’s (CMCSA) Theme Parks business was a star performer in 4Q17, with revenue growth accelerating over the previous quarter.

Disney wants to spread the success of Tron to Walt Disney World Resort as it seeks to boost business at one its key theme park locations.

Iridian exited its position in Philips 66 (PSX), which accounts for 3.20% of the fund’s third quarter portfolio.

Iridian lowered its position in Avis Budget Group, Inc. (CAR), which now accounts for 2.46% of the fund’s third-quarter portfolio.

Iridian sold its position in Tyco International Ltd. (TYC), which accounts for 1.90% of the fund’s second quarter portfolio.

Six Flags Entertainment Corp. (SIX) is the world’s largest regional theme park company with $1.1 billion in revenue and 18 parks across North America.

Six Flags Entertainment’s (SIX) operating cash flows are largely driven by attendance and per capita spending levels.

Six Flags derived 55% of its revenues from theme park admissions for the last 12 months ended September 30, 2014.

Industry debt-to-equity ratio is about 5.5. Six Flags’ debt-to-equity ratio of 4.0 shows the company aggressively finances operations with debt capital.

Cedar Fair (FUN) presented investors an attractive entry point to purchase shares, now yielding nearly 6%. This is a very good business.

Walt Disney (DIS) has been significantly investing in its theme parks and has boosted revenues for the past few quarters.

Disney has been generating substantial revenues from its theme parks, which have remained the driving force of the company’s top line growth.

In fiscal 2Q18, Disney’s Parks and Resorts segment reported revenues of $4.9 billion.

The Walt Disney Company (DIS) has been investing in its theme parks, which remain the driving force behind the company’s top line growth.

Strong investments driving Parks and Resorts revenue The Walt Disney Company’s (DIS) Parks and Resorts segment, which constitutes ~34% of its overall revenue, remains a potent force for the company’s top-line growth. Domestically and internationally, the Parks and Resorts business continues to generate strong growth, driven by higher average ticket prices and customer spending. The graph […]

Performance of the Parks & Resorts segment The Walt Disney Company’s (DIS) Parks & Resorts segment remains key to the company’s top-line growth. The domestic Parks & Resorts business, which contributes ~80% of the segment’s total revenue, grew nearly 12% YoY (year-over-year) in 4Q17. In the last five quarters, the domestic segment has grown at […]

Performance in 4Q17 Hurricane Irma was 2017’s second blow to The Walt Disney Company’s (DIS) domestic Parks & Resorts business in Florida. Irma forced the park to close for two days, and the company called off three cruise itineraries and reduced two others. The graph above shows Parks & Resorts revenue over the last five quarters. The segment […]

Cedar Fair’s revenue increased by 15.6% year-over-year to $160.8 million in the fourth quarter of 2014.

Six Flags’ per capita guest spending increased $2.79, or 7%, to $42.97 in 2014, primarily due to improved admissions pricing and new offerings in the parks.

Six Flags’ (SIX) admissions revenue per capita increased by 9% in 2014, primarily driven by pricing improvements on multi- and single-use ticket offerings.

Six Flags has $1.2 billion in revenue and 18 parks across North America. It operates 16 parks in the United States, one in Mexico City, and one in Montreal.

As of September 30, 2013, Iridian’s assets under management totaled $10.1 billion in U.S. mid-cap and small-cap equity strategies.