LONG PLANTS; THE INVESTMENT CASE FOR THE SHORT AND LONG TERM
Our retail team led by Brian McGough in collaboration with our Gaming, Lodging and Leisure team led by Sean Jenkins organize a presentation on the topic new Long Planet Fitness (PLNT) on Friday, August 16 at 10:00 a.m. ET to present the investment case in the short and long term.
CLICK HERE to gain access.
For this upcoming event, we want to join forces and look at both the long-term and short-term growth story. We want to address the following key topics:
- Unit growth potential and cannibalization risk as the company continues to open new stores. Assess the gym market size, growth trends and market share of key players to determine PLNT unit growth potential.
- Review of competitive drivers, including price changes and associated churn risk, Black Card membership growth opportunities, and trends in competitive intensity.
- Assessment of short-term catalysts and profitability over a TREND and TAIL period.
- Finally, we explain our assessment of the stock and its short-term and long-term value.
The aim of our research is to answer the key questions investors ask us about opportunities for further growth and the maturity/productivity potential of the business. We are confident that the resulting analysis will be among the best market analysis and “strategic planning” assessments of a company that we have ever conducted.
We invite you Join this presentation.
