Vacation club firm Inspirato's Q2 net loss widens
Overview
Inspirato Q2 net loss $5.3 mln, adjusted EBITDA beats expectations, per LSEG data
Revenue declines 6.3% yr/yr, driven by lower subscription revenue and occupancy
Co to merge with Buyerlink, enhancing digital platform and market reach
Outlook
Inspirato does not plan to update standalone guidance due to pending merger
Merger with Buyerlink expected to close in Q3 2025
Result Drivers
PORTFOLIO OPTIMIZATION - Gross margin driven by portfolio optimization and efficient business model
OPERATIONAL IMPROVEMENTS - Cash operating expenses declined by 27% year-over-year
HIGHER ADR - Average daily rates increased 24% to $1,670, despite lower occupancy
Key Details
Metric | Beat/Miss | Actual | Consensus Estimate |
Q2 Net Income |
| -$5.30 mln |
|
Q2 Adjusted EBITDA | Beat | -$300,000 | -$1.80 mln (1 Analyst) |
Analyst Coverage
The one available analyst rating on the shares is "hold"
The average consensus recommendation for the leisure & recreation peer group is "buy."
Press Release: ID:nGNX528xGw
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