The short says 60% of revenue is one time and that the report also confused permanent closures with temporary ones. Exponential fitness pushed back on some of the claims, give you a chance to push back on some as well. Do you think Planet Fitness or Exp exponential represents a better opportunity for us public market investors?
A good weekend at the box office doesn’t mean movie theaters are out of the woods yet
(00:15) Jason Moser and Deidre Woollard discuss:
- Why partnerships may be the future for ESPN.
- How a decision on AMC’s preferred stock complicates its future.
- The importance of loyal pizza lovers for Dominos.
(17:13) Sanmeet Deo and Ricky Mulvey look at the short report for Xponential Fitness and separate out the inflammatory from the potentially concerning.
Companies discussed: DIS, DPZ, AMC, APE, XPOF
Host: Deidre Woollard Guests: Jason Moser, Ricky Mulvey, Sanmeet Deo Producer: Ricky Mulvey Engineers: Tim Sparks, Rick Engdahl
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