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FINWIRES

RBCキャピタル・マーケッツは、ライフタイムの第1四半期の純増数は鈍化する可能性が高いと述べている。

-- RBCキャピタル・マーケッツは月曜日の調査レポートで、ライフタイム(LTH)は低価格の3P会員の解約率が高いため、第1四半期の純会員増加数は予想を下回る可能性が高いと指摘した。同社は5月5日に決算を発表する予定だ。 RBCは第1四半期の純会員増加数を1万3000人と予想しており、これは市場予想の2万1000人を下回るものの、四半期累計の純会員増加数は中東紛争の影響を受けにくいとしている。また、2026年と2027年の売上高とEBITDAの予測を据え置いた。 アナリストらは、3P会員の解約率は1P会員よりも低く、事業モデル全体への影響はごくわずかだと述べている。 RBCは同社株の投資判断を「アウトパフォーム」に据え置き、目標株価を38ドルとした。

Price: $27.82, Change: $-0.76, Percent Change: -2.66%

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