OneSpaWorld (OSW)
Market Price (6/23/2026): $27.08 | Market Cap: $2.8 BilSector: Consumer Discretionary | Industry: Leisure Facilities
OneSpaWorld (OSW)
Market Price (6/23/2026): $27.08Market Cap: $2.8 BilSector: Consumer DiscretionaryIndustry: Leisure Facilities
Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.
Low stock price volatilityVol 12M is 32% Megatrend and thematic driversMegatrends include Experience Economy & Premiumization, and Health & Wellness Trends. Themes include Experiential Retail, Travel & Leisure Tech, Show more. | Trading close to highsDist 52W High is -1.6%, Dist 3Y High is -1.6% Meaningful short interestShort Interest Days-to-CoverDTC = (Short Interest Share Quantity) / (Average Daily Trading Volume). Reflects how many days it would take to cover (close out) the short interest based on average volumes. High DTC can signify an increased risk of a short squeeze. is 11.05 | Expensive valuation multiplesP/EBITPrice/EBIT or Price/(Operating Income) ratio is 31x, P/CFOPrice/(Cash Flow from Operations). CFO is cash before capital expenditures. is 33x Key risksOSW key risks include [1] a revoked regulatory registration suggesting serious compliance failures and [2] a pattern of significant share sales by company executives. |
| Low stock price volatilityVol 12M is 32% |
| Megatrend and thematic driversMegatrends include Experience Economy & Premiumization, and Health & Wellness Trends. Themes include Experiential Retail, Travel & Leisure Tech, Show more. |
| Trading close to highsDist 52W High is -1.6%, Dist 3Y High is -1.6% |
| Meaningful short interestShort Interest Days-to-CoverDTC = (Short Interest Share Quantity) / (Average Daily Trading Volume). Reflects how many days it would take to cover (close out) the short interest based on average volumes. High DTC can signify an increased risk of a short squeeze. is 11.05 |
| Expensive valuation multiplesP/EBITPrice/EBIT or Price/(Operating Income) ratio is 31x, P/CFOPrice/(Cash Flow from Operations). CFO is cash before capital expenditures. is 33x |
| Key risksOSW key risks include [1] a revoked regulatory registration suggesting serious compliance failures and [2] a pattern of significant share sales by company executives. |
Qualitative Assessment
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OneSpaWorld (OSW) stock has gained about 25% since 2/28/2026 because of the following key factors:
1. Exceptional Fiscal Q1 2026 Performance Exceeded Expectations. OneSpaWorld reported robust financial results for its fiscal Q1 2026 (ended March 31, 2026), announcing earnings per share (EPS) of $0.27, which surpassed the consensus estimate of $0.25 by $0.02. Quarterly revenue also exceeded expectations, increasing 12.8% year-over-year to $247.63 million against an anticipated $244.51 million. This marked the company's 20th consecutive quarter of record total revenues and adjusted EBITDA, demonstrating consistent growth and strong operational execution. The income from operations increased by 36% to $22.9 million, and net income grew by 40% to $21.3 million compared to Q1 2025.
2. Optimistic Fiscal 2026 Guidance and Positive Analyst Revisions. Following the strong first-quarter results, OneSpaWorld provided an upbeat outlook for fiscal year 2026, projecting total revenue between $1.014 billion and $1.034 billion, and adjusted EBITDA between $129 million and $139 million. This revised guidance, which was an increase from earlier forecasts, spurred positive analyst sentiment. For instance, Truist raised its price target on OSW to $28 from $25 on May 22, 2026, while maintaining a "Buy" rating. Jefferies also initiated coverage with a "Buy" rating and a $30 price target on March 24, 2026. Truist specifically highlighted encouraging growth from Medi-Spa services, an increased focus on the Caribbean market, and sustained wellness spending as factors supporting its raised price target and 2026 Adjusted EBITDA estimate of $137.9 million.
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OneSpaWorld (OSW) stock has gained about 25% since 2/28/2026 because of the following key factors:
1. Exceptional Fiscal Q1 2026 Performance Exceeded Expectations. OneSpaWorld reported robust financial results for its fiscal Q1 2026 (ended March 31, 2026), announcing earnings per share (EPS) of $0.27, which surpassed the consensus estimate of $0.25 by $0.02. Quarterly revenue also exceeded expectations, increasing 12.8% year-over-year to $247.63 million against an anticipated $244.51 million. This marked the company's 20th consecutive quarter of record total revenues and adjusted EBITDA, demonstrating consistent growth and strong operational execution. The income from operations increased by 36% to $22.9 million, and net income grew by 40% to $21.3 million compared to Q1 2025.
2. Optimistic Fiscal 2026 Guidance and Positive Analyst Revisions. Following the strong first-quarter results, OneSpaWorld provided an upbeat outlook for fiscal year 2026, projecting total revenue between $1.014 billion and $1.034 billion, and adjusted EBITDA between $129 million and $139 million. This revised guidance, which was an increase from earlier forecasts, spurred positive analyst sentiment. For instance, Truist raised its price target on OSW to $28 from $25 on May 22, 2026, while maintaining a "Buy" rating. Jefferies also initiated coverage with a "Buy" rating and a $30 price target on March 24, 2026. Truist specifically highlighted encouraging growth from Medi-Spa services, an increased focus on the Caribbean market, and sustained wellness spending as factors supporting its raised price target and 2026 Adjusted EBITDA estimate of $137.9 million.
3. Favorable Macroeconomic Trends in the Cruise and Leisure Travel Industry. The period saw a strong and positive outlook for the broader cruise and leisure travel industry, directly benefiting OneSpaWorld. AAA projected that 21.7 million Americans would embark on ocean cruises in 2026, indicating the fourth consecutive year of record cruise passenger volume. The global cruise tourism market is forecast to grow from $94.54 billion in 2026, with ocean cruises expected to maintain a dominant market share of 64.16%. Travelers are increasingly booking earlier and spending more on premium and meaningful travel experiences, which aligns with OneSpaWorld's high-end spa and wellness offerings on cruise ships.
4. Strategic Company Initiatives and Operational Expansion. OneSpaWorld continued to expand its operations and enhance service offerings. The company reported capturing significant new ship growth with its existing cruise line partners, planning to initiate health and wellness center operations on six new ship builds during 2026. In Q1 2026, OneSpaWorld operated on 208 ships, an increase from 199 ships in Q1 2025. The introduction of innovative services, such as TruFlex and other MediSpa treatments, has driven strong double-digit growth in these segments, boosting onboard productivity. Furthermore, pre-booked revenues grew by 17%, and customers who pre-book services demonstrated a spending increase of approximately 30% compared to traditional walk-in guests, showcasing the success of these strategies.
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Stock Movement Drivers
Fundamental Drivers
The 26.4% change in OSW stock from 2/28/2026 to 6/22/2026 was primarily driven by a 16.8% change in the company's P/E Multiple.| (LTM values as of) | 2282026 | 6222026 | Change |
|---|---|---|---|
| Stock Price ($) | 21.43 | 27.10 | 26.4% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 961 | 989 | 2.9% |
| Net Income Margin (%) | 7.5% | 7.9% | 5.4% |
| P/E Multiple | 30.5 | 35.6 | 16.8% |
| Shares Outstanding (Mil) | 102 | 102 | -0.2% |
| Cumulative Contribution | 26.4% |
Market Drivers
2/28/2026 to 6/22/2026| Return | Correlation | |
|---|---|---|
| OSW | 26.4% | |
| Market (SPY) | 8.8% | 47.5% |
| Sector (XLY) | -1.4% | 50.4% |
Fundamental Drivers
The 33.3% change in OSW stock from 11/30/2025 to 6/22/2026 was primarily driven by a 25.5% change in the company's P/E Multiple.| (LTM values as of) | 11302025 | 6222026 | Change |
|---|---|---|---|
| Stock Price ($) | 20.33 | 27.10 | 33.3% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 936 | 989 | 5.7% |
| Net Income Margin (%) | 7.9% | 7.9% | -0.6% |
| P/E Multiple | 28.4 | 35.6 | 25.5% |
| Shares Outstanding (Mil) | 103 | 102 | 1.1% |
| Cumulative Contribution | 33.3% |
Market Drivers
11/30/2025 to 6/22/2026| Return | Correlation | |
|---|---|---|
| OSW | 33.3% | |
| Market (SPY) | 9.5% | 40.1% |
| Sector (XLY) | -2.4% | 44.7% |
Fundamental Drivers
The 45.0% change in OSW stock from 5/31/2025 to 6/22/2026 was primarily driven by a 21.9% change in the company's P/E Multiple.| (LTM values as of) | 5312025 | 6222026 | Change |
|---|---|---|---|
| Stock Price ($) | 18.69 | 27.10 | 45.0% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 903 | 989 | 9.5% |
| Net Income Margin (%) | 7.4% | 7.9% | 6.0% |
| P/E Multiple | 29.2 | 35.6 | 21.9% |
| Shares Outstanding (Mil) | 105 | 102 | 2.6% |
| Cumulative Contribution | 45.0% |
Market Drivers
5/31/2025 to 6/22/2026| Return | Correlation | |
|---|---|---|
| OSW | 45.0% | |
| Market (SPY) | 27.7% | 42.0% |
| Sector (XLY) | 8.4% | 41.3% |
Fundamental Drivers
The 164.6% change in OSW stock from 5/31/2023 to 6/22/2026 was primarily driven by a 62.0% change in the company's P/E Multiple.| (LTM values as of) | 5312023 | 6222026 | Change |
|---|---|---|---|
| Stock Price ($) | 10.24 | 27.10 | 164.6% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 641 | 989 | 54.3% |
| Net Income Margin (%) | 6.8% | 7.9% | 15.6% |
| P/E Multiple | 22.0 | 35.6 | 62.0% |
| Shares Outstanding (Mil) | 93 | 102 | -8.4% |
| Cumulative Contribution | 164.6% |
Market Drivers
5/31/2023 to 6/22/2026| Return | Correlation | |
|---|---|---|
| OSW | 164.6% | |
| Market (SPY) | 85.1% | 53.0% |
| Sector (XLY) | 55.4% | 51.3% |
Price Returns Compared
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | Total [1] | |
|---|---|---|---|---|---|---|---|
| Returns | |||||||
| OSW Return | -1% | -7% | 51% | 42% | 5% | 33% | 176% |
| Peers Return | 31% | -23% | -2% | 16% | 0% | 30% | 49% |
| S&P 500 Return | 27% | -19% | 24% | 23% | 16% | 10% | 100% |
Monthly Win Rates [3] | |||||||
| OSW Win Rate | 58% | 50% | 67% | 58% | 58% | 67% | |
| Peers Win Rate | 52% | 42% | 47% | 53% | 47% | 43% | |
| S&P 500 Win Rate | 75% | 42% | 67% | 75% | 67% | 50% | |
Max Drawdowns [4] | |||||||
| OSW Max Drawdown | -30% | -36% | -22% | -19% | -35% | -13% | |
| Peers Max Drawdown | -31% | -46% | -47% | -32% | -36% | -34% | |
| S&P 500 Max Drawdown | -5% | -25% | -10% | -8% | -19% | -9% | |
[1] Cumulative total returns since the beginning of 2021
[2] Peers: XWEL, LTH, ULTA, PLNT, H.
[3] Win Rate = % of calendar months in which monthly returns were positive
[4] Max drawdown represents maximum peak-to-trough decline within a year
[5] 2026 data is for the year up to 6/22/2026 (YTD)
How Low Can It Go
| Event | OSW | S&P 500 |
|---|---|---|
| 2025 US Tariff Shock | ||
| % Loss | -34.6% | -18.8% |
| % Gain to Breakeven | 52.8% | 23.1% |
| Time to Breakeven | 136 days | 79 days |
| Summer-Fall 2023 Five Percent Yield Shock | ||
| % Loss | -14.2% | -9.5% |
| % Gain to Breakeven | 16.6% | 10.5% |
| Time to Breakeven | 40 days | 24 days |
| 2022 Inflation Shock & Fed Tightening | ||
| % Loss | -34.7% | -24.5% |
| % Gain to Breakeven | 53.1% | 32.4% |
| Time to Breakeven | 181 days | 427 days |
| 2020 COVID-19 Crash | ||
| % Loss | -83.1% | -33.7% |
| % Gain to Breakeven | 490.9% | 50.9% |
| Time to Breakeven | 1510 days | 140 days |
In The Past
OneSpaWorld's stock fell -34.6% during the 2025 US Tariff Shock. Such a loss loss requires a 52.8% gain to breakeven.
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| Event | OSW | S&P 500 |
|---|---|---|
| 2025 US Tariff Shock | ||
| % Loss | -34.6% | -18.8% |
| % Gain to Breakeven | 52.8% | 23.1% |
| Time to Breakeven | 136 days | 79 days |
| 2022 Inflation Shock & Fed Tightening | ||
| % Loss | -34.7% | -24.5% |
| % Gain to Breakeven | 53.1% | 32.4% |
| Time to Breakeven | 181 days | 427 days |
| 2020 COVID-19 Crash | ||
| % Loss | -83.1% | -33.7% |
| % Gain to Breakeven | 490.9% | 50.9% |
| Time to Breakeven | 1510 days | 140 days |
In The Past
OneSpaWorld's stock fell -34.6% during the 2025 US Tariff Shock. Such a loss loss requires a 52.8% gain to breakeven.
Preserve Wealth
Limiting losses and compounding gains is essential to preserving wealth.
Asset Allocation
Actively managed asset allocation strategies protect wealth. Learn more.
About OneSpaWorld (OSW)
OneSpaWorld (OSW) is a global operator of health and wellness centers, primarily located onboard cruise ships and within destination resorts worldwide. The company partners with leading cruise lines and luxury resorts to provide a comprehensive array of spa, fitness, and beauty services directly to guests during their leisure travel, effectively creating a premium wellness experience in a captive environment.
The company's service portfolio is extensive, encompassing traditional spa treatments such as body massages, salon services, and skincare, alongside more specialized offerings like medi-spa services. Beyond beauty and relaxation, OSW provides state-of-the-art fitness facilities, personalized training, and various wellness programs including pain management, detoxification, and weight management. Guests also have access to high-end beauty and wellness brands, such as ELEMIS, Kérastase, and Dysport, with some brands exclusively offered in the cruise market.
OneSpaWorld's primary customers are passengers on the cruise ships and guests staying at the destination resorts where its centers are established. As of December 2021, the company operated across 170 cruise ships and 52 resorts, targeting individuals seeking integrated health, wellness, and beauty services as part of their vacation experience. Its business model thrives on delivering premium services within the high-end leisure and hospitality sector.
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- OneSpaWorld is like the Aramark or Sodexo for cruise ship and resort spas and wellness centers.
- OneSpaWorld is like an Ulta Beauty or Sephora, but operating exclusively on cruise ships and at destination resorts.
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- Spa and Beauty Services: OneSpaWorld provides a comprehensive range of traditional body, salon, skin care, and medi-spa treatments.
- Fitness and Wellness Programs: The company offers self-service fitness facilities, specialized classes, personal training, pain management, detoxifying, body composition analysis, and weight management programs.
- Retail Beauty and Wellness Products: Guests can purchase various beauty and wellness brands, including ELEMIS, Kérastase, and Dysport, from their centers.
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OneSpaWorld (OSW) sells primarily to other companies. Its major customers are the cruise lines and destination resort operators that contract OneSpaWorld to operate health and wellness centers on their properties.
The company has long-standing relationships with various cruise line brands. Key major customers, including their public symbols where applicable, are:
- Carnival Corporation & plc (NYSE: CCL)
- Royal Caribbean Group (NYSE: RCL)
- Norwegian Cruise Line Holdings Ltd. (NYSE: NCLH)
In addition to these major cruise line operators, OneSpaWorld also partners with numerous other cruise lines and destination resorts worldwide.
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Key Risks to OneSpaWorld (OSW)
- High Dependence on the Cruise Industry and Sensitivity to External Factors: OneSpaWorld's business model is overwhelmingly tied to the cruise industry, making it highly susceptible to external factors such as economic downturns, geopolitical events, and global health crises. Any significant disruption or decline in cruise bookings and operations directly impacts OSW's revenue and financial health.
- Discretionary Nature of Services and Sensitivity to Consumer Spending: The health, wellness, and beauty services offered by OneSpaWorld, particularly onboard cruise ships, are largely discretionary "premium add-ons." In times of reduced consumer confidence, increased credit card balances, or shifts in household spending priorities towards essentials, these services are often among the first to be cut, leading to a direct negative impact on OSW's revenue and profit margins.
- Intense Competition and Risk of Internalization by Cruise Lines: While OneSpaWorld holds a dominant market share in outsourced maritime wellness, the broader health and wellness industry is highly competitive. A significant risk also stems from the potential for major cruise lines to internalize their spa operations, aiming to capture higher-margin revenue streams themselves, which could reduce OSW's market opportunities and impact its long-term partnerships.
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OneSpaWorld (OSW) operates in several significant addressable markets within the global health and wellness industry, primarily focusing on cruise ship and destination resort environments.
Global Spa Services Market
The global spa services market was estimated at USD 94.2 billion in 2024 and is projected to reach approximately USD 196.0 billion by 2034, growing at a Compound Annual Growth Rate (CAGR) of 7.6% from 2025 to 2034. Other estimates place the global spa market size at USD 164.71 billion in 2025, with a projection to reach nearly USD 261.05 billion by 2032, at a CAGR of 6.8% from 2026–2032.
Resort Spa Market
The hotel/resort spa segment constituted the largest revenue share of 30.3% within the broader spa services market in 2025. The global spa resorts market was valued at USD 88.24 billion in 2025 and is projected to grow to USD 123.13 billion by 2030, demonstrating a CAGR of 6.9%. Another report estimates the world spa resorts market at USD 120 billion in 2025, with an expected increase to USD 250 billion by 2035, growing at a 7.5% CAGR. The global luxury spa hotel market, a specific segment, was valued at USD 8,598 million in 2024 and is projected to reach USD 14,794 million by 2034, with a CAGR of 9.0%.
Cruise Ship Spa Market
The global spa cruise market size reached USD 9.7 billion in 2024 and is projected to expand at a CAGR of 7.9% from 2025 to 2033, reaching an estimated USD 20.1 billion by 2033. OneSpaWorld holds a dominant position in this specific niche, with an estimated market share exceeding 90% in the outsourced maritime health and wellness market.
Medical Spa Market
OneSpaWorld also provides medi-spa services. The global medical spa market was estimated at USD 25.28 billion in 2025 and is projected to reach approximately USD 87.86 billion by 2034, expanding at a CAGR of 14.88% from 2025 to 2034. Other data indicates the global medical spa market generated USD 21.21 billion in 2024 and is projected to grow to USD 78.23 billion by 2033, at a CAGR of 15.77% from 2025 to 2033.
Global Wellness Tourism Market
OneSpaWorld's operations are also situated within the broader global wellness tourism market. The global wellness tourism market size was valued at USD 1,004.5 billion in 2024 and is expected to reach USD 1,682.8 billion by 2033, exhibiting a CAGR of 5.61% during 2025-2033. Another report states the market was valued at USD 945.5 billion in 2024 and is projected to grow to USD 2036.63 billion in 2033, with a CAGR of 8.9% (2025–2033). In 2024, the wellness tourism market was worth $893.9 billion.
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OneSpaWorld (OSW) anticipates several key drivers of future revenue growth over the next 2-3 years:
- Expansion of Maritime Health and Wellness Centers: The company is focused on increasing its footprint by adding new health and wellness centers aboard cruise ships. For fiscal year 2025, OneSpaWorld planned to add nine new centers and targeted operating on at least 207 vessels by the end of the year, including new deployments with Norwegian Cruise Lines and an agreement with P&O and Cunard. For fiscal year 2026, the company expects six additional new ship builds to commence voyages. By the end of 2025, OneSpaWorld operated on 206 ships. This expansion directly increases the number of operating locations and revenue days.
- Expansion of Medi-Spa and High-Value Services: OneSpaWorld is actively broadening its service portfolio, particularly its medi-spa offerings, which generate higher average revenue per user (ARPU). The company planned to expand medi-spa services to 151 ships by year-end 2025 and projected reaching 157 ships by year-end 2026. New technologies in services like SculpSure FLX, CoolSculpting Elite, and acupuncture LED have already demonstrated significant revenue growth, ranging from 23% to 40% on deployed ships.
- Increased Guest Spend through Pre-booking and Dynamic Pricing: The company is enhancing guest spending through strategic initiatives like pre-booked appointments and the implementation of AI-driven dynamic pricing. Pre-booked appointments typically yield approximately 30% more revenue than traditional walk-in guests. OneSpaWorld has deployed machine learning for revenue and utilization, with dynamic pricing in pre-booking covering 94% of active vessels. These technological advancements aim to optimize service pricing and boost consumer demand.
- Growth in Cruise Industry Capacity and Passenger Volumes: The overall recovery and projected growth of the cruise industry provide a significant tailwind for OneSpaWorld. Industry forecasts suggest continued mid-single-digit annual cruise capacity growth through 2028, leading to steady increases in passenger counts. Higher cruise passenger volumes directly translate to a larger potential customer base for OneSpaWorld's onboard health and wellness services.
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Share Repurchases
- In fiscal year 2025, OneSpaWorld repurchased 3,878,873 shares of its common stock for $75.4 million.
- As of December 31, 2025, $37.5 million remained authorized under a $75 million share repurchase program adopted in April 2025.
- In fiscal year 2024, the company repurchased common stock amounting to $18.99 million.
Share Issuance
- In fiscal year 2024, OneSpaWorld reported an issuance of common stock totaling $51.7 million.
- In fiscal year 2023, the company reported an issuance of common stock totaling $2.43 million.
- A secondary public offering of common shares in June 2021, totaling 8,421,053 shares, was executed by selling shareholders, and OneSpaWorld did not receive any proceeds from this offering.
Capital Expenditures
- Capital expenditures were $15.07 million in fiscal year 2025.
- In fiscal year 2024, capital expenditures amounted to $6.74 million, and in fiscal year 2023, they were $5.42 million.
- For fiscal year 2026, capital expenditures are expected to be approximately 2% of revenues, which are forecasted to be between $1.01 billion and $1.03 billion, suggesting expenditures between $20.2 million and $20.6 million. The primary focus of these expenditures includes expanding health and wellness centers on new ship builds, and investing in technology (including AI applications), infrastructure, and medi-spa equipment.
Latest Trefis Analyses
| Title | Date | |
|---|---|---|
| DASHBOARDS | ||
| OSW Stock Surges 18% With A 9-day Winning Spree On Truist PT Hike To $25 | 02/18/2026 | |
| With OneSpaWorld Stock Surging, Have You Considered The Downside? | 10/17/2025 | |
| OSW Dip Buy Analysis | 07/10/2025 | |
| OneSpaWorld (OSW) Valuation Ratios Comparison | 05/15/2025 | |
| Now Is Not The Time To Buy OneSpaWorld Stock | 02/28/2025 | |
| OneSpaWorld (OSW) Operating Cash Flow Comparison | 02/17/2025 | |
| OneSpaWorld (OSW) Net Income Comparison | 02/16/2025 | |
| OneSpaWorld (OSW) Operating Income Comparison | 02/15/2025 | |
| OneSpaWorld (OSW) Revenue Comparison | 02/13/2025 | |
| ARTICLES | ||
| Small Cap Stocks Trading At 52-Week High | 04/08/2026 |
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Peer Comparisons
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Financials
| Median | |
|---|---|
| Name | |
| Mkt Price | 44.20 |
| Mkt Cap | 6.2 |
| Rev LTM | 2,231 |
| Op Inc LTM | 449 |
| FCF LTM | 89 |
| FCF 3Y Avg | 148 |
| CFO LTM | 379 |
| CFO 3Y Avg | 472 |
Growth & Margins
| Median | |
|---|---|
| Name | |
| Rev Chg LTM | 10.4% |
| Rev Chg 3Y Avg | 9.6% |
| Rev Chg Q | 11.4% |
| QoQ Delta Rev Chg LTM | 2.7% |
| Op Inc Chg LTM | 16.8% |
| Op Inc Chg 3Y Avg | 22.2% |
| Op Mgn LTM | 11.0% |
| Op Mgn 3Y Avg | 11.1% |
| QoQ Delta Op Mgn LTM | 0.1% |
| CFO/Rev LTM | 10.2% |
| CFO/Rev 3Y Avg | 10.3% |
| FCF/Rev LTM | 4.1% |
| FCF/Rev 3Y Avg | 6.5% |
Price Behavior
| Market Price | $27.10 | |
| Market Cap ($ Bil) | 2.8 | |
| First Trading Date | 03/21/2019 | |
| Distance from 52W High | -1.6% | |
| 50 Days | 200 Days | |
| DMA Price | $24.40 | $22.00 |
| DMA Trend | up | up |
| Distance from DMA | 11.1% | 23.2% |
| 3M | 1YR | |
| Volatility | 37.9% | 32.5% |
| Downside Capture | 83.52 | 80.45 |
| Upside Capture | 124.91 | 98.07 |
| Correlation (SPY) | 45.8% | 40.8% |
| 1M | 2M | 3M | 6M | 1Y | 3Y | |
|---|---|---|---|---|---|---|
| Beta | 2.90 | 1.99 | 1.35 | 1.14 | 1.16 | 1.20 |
| Up Beta | 4.83 | 2.37 | 1.88 | 1.97 | 1.87 | 1.47 |
| Down Beta | 1.24 | 3.33 | 1.89 | 1.13 | 1.11 | 1.13 |
| Up Capture | 127% | 85% | 99% | 87% | 88% | 135% |
| Bmk +ve Days | 13 | 28 | 36 | 67 | 141 | 432 |
| Stock +ve Days | 10 | 20 | 29 | 63 | 130 | 385 |
| Down Capture | 458% | 279% | 97% | 74% | 94% | 101% |
| Bmk -ve Days | 7 | 13 | 27 | 57 | 109 | 318 |
| Stock -ve Days | 10 | 20 | 33 | 60 | 119 | 356 |
[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
Based On 1-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with OSW | |
|---|---|---|---|---|
| OSW | 41.0% | 32.4% | 1.09 | - |
| Sector ETF (XLY) | 10.1% | 18.5% | 0.38 | 40.7% |
| Equity (SPY) | 26.1% | 12.4% | 1.59 | 40.7% |
| Gold (GLD) | 24.1% | 27.5% | 0.77 | 2.0% |
| Commodities (DBC) | 18.5% | 18.8% | 0.77 | -26.4% |
| Real Estate (VNQ) | 11.8% | 13.8% | 0.57 | 29.3% |
| Bitcoin (BTCUSD) | -40.2% | 42.5% | -1.09 | 10.1% |
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Based On 5-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with OSW | |
|---|---|---|---|---|
| OSW | 18.4% | 38.8% | 0.53 | - |
| Sector ETF (XLY) | 6.7% | 23.9% | 0.24 | 46.8% |
| Equity (SPY) | 13.4% | 17.1% | 0.61 | 47.8% |
| Gold (GLD) | 17.1% | 18.3% | 0.76 | 2.9% |
| Commodities (DBC) | 7.5% | 19.4% | 0.28 | 8.2% |
| Real Estate (VNQ) | 2.1% | 18.9% | 0.01 | 36.3% |
| Bitcoin (BTCUSD) | 9.4% | 54.1% | 0.37 | 21.2% |
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Based On 10-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with OSW | |
|---|---|---|---|---|
| OSW | 8.5% | 55.4% | 0.43 | - |
| Sector ETF (XLY) | 12.5% | 22.1% | 0.52 | 44.4% |
| Equity (SPY) | 15.4% | 18.0% | 0.73 | 45.6% |
| Gold (GLD) | 12.2% | 16.1% | 0.62 | 4.0% |
| Commodities (DBC) | 6.0% | 18.0% | 0.26 | 18.6% |
| Real Estate (VNQ) | 5.4% | 20.7% | 0.23 | 43.9% |
| Bitcoin (BTCUSD) | 59.9% | 66.8% | 1.00 | 17.3% |
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Returns Analyses
Earnings Returns History
Updated 6/2/2026| Forward Returns | |||
|---|---|---|---|
| Earnings Date | 1D Returns | 5D Returns | 21D Returns |
| 4/29/2026 | 4.5% | 1.2% | 2.5% |
| 2/18/2026 | -4.8% | -6.5% | -7.9% |
| 10/29/2025 | 3.1% | 5.8% | -4.0% |
| 7/30/2025 | 2.2% | 3.2% | 5.6% |
| 4/30/2025 | -5.3% | 3.6% | 7.8% |
| 2/19/2025 | 0.6% | -16.9% | -23.1% |
| 10/30/2024 | 2.7% | 3.6% | 9.1% |
| 7/31/2024 | -4.1% | -9.7% | -7.5% |
| ... | |||
| SUMMARY STATS | |||
| # Positive | 12 | 15 | 14 |
| # Negative | 12 | 9 | 10 |
| Median Positive | 4.0% | 5.8% | 10.2% |
| Median Negative | -4.5% | -8.3% | -8.0% |
| Max Positive | 13.2% | 16.5% | 20.0% |
| Max Negative | -6.4% | -16.9% | -23.1% |
| Forward Returns | |||
|---|---|---|---|
| Earnings Date | 1D Returns | 5D Returns | 21D Returns |
| 4/29/2026 | 4.5% | 1.2% | 2.5% |
| 2/18/2026 | -4.8% | -6.5% | -7.9% |
| 10/29/2025 | 3.1% | 5.8% | -4.0% |
| 7/30/2025 | 2.2% | 3.2% | 5.6% |
| 4/30/2025 | -5.3% | 3.6% | 7.8% |
| 2/19/2025 | 0.6% | -16.9% | -23.1% |
| 10/30/2024 | 2.7% | 3.6% | 9.1% |
| 7/31/2024 | -4.1% | -9.7% | -7.5% |
| 5/1/2024 | 12.4% | 16.5% | 20.0% |
| 2/28/2024 | -5.0% | -8.3% | -4.8% |
| 11/1/2023 | -1.4% | 6.0% | 15.0% |
| 8/2/2023 | -5.2% | -3.5% | -8.9% |
| 5/3/2023 | -1.8% | -4.7% | -15.1% |
| 2/22/2023 | -0.4% | 8.2% | 6.2% |
| 11/2/2022 | 2.3% | 14.5% | 11.4% |
| 8/3/2022 | 13.2% | 14.5% | 15.3% |
| 5/4/2022 | -2.1% | -11.8% | -8.0% |
| 3/2/2022 | 7.1% | 1.1% | 6.5% |
| 11/5/2021 | -1.5% | 2.1% | -16.8% |
| 8/5/2021 | 6.0% | 2.4% | 2.4% |
| 5/12/2021 | -6.4% | 7.9% | 13.9% |
| 3/3/2021 | 3.4% | -3.6% | -7.4% |
| 11/12/2020 | 4.6% | 11.2% | 15.5% |
| 8/12/2020 | -5.2% | -8.9% | 17.3% |
| SUMMARY STATS | |||
| # Positive | 12 | 15 | 14 |
| # Negative | 12 | 9 | 10 |
| Median Positive | 4.0% | 5.8% | 10.2% |
| Median Negative | -4.5% | -8.3% | -8.0% |
| Max Positive | 13.2% | 16.5% | 20.0% |
| Max Negative | -6.4% | -16.9% | -23.1% |
SEC Filings
Expand for More| Report Date | Filing Date | Filing |
|---|---|---|
| 03/31/2026 | 05/01/2026 | 10-Q |
| 12/31/2025 | 02/23/2026 | 10-K |
| 09/30/2025 | 10/30/2025 | 10-Q |
| 06/30/2025 | 07/31/2025 | 10-Q |
| 03/31/2025 | 05/01/2025 | 10-Q |
| 12/31/2024 | 02/21/2025 | 10-K |
| 09/30/2024 | 10/31/2024 | 10-Q |
| 06/30/2024 | 08/01/2024 | 10-Q |
| 03/31/2024 | 05/03/2024 | 10-Q |
| 12/31/2023 | 02/29/2024 | 10-K |
| 09/30/2023 | 11/03/2023 | 10-Q |
| 06/30/2023 | 08/04/2023 | 10-Q |
| 03/31/2023 | 05/05/2023 | 10-Q |
| 12/31/2022 | 03/03/2023 | 10-K |
| 09/30/2022 | 11/03/2022 | 10-Q |
| 06/30/2022 | 08/03/2022 | 10-Q |
| Report Date | Filing Date | Filing |
|---|---|---|
| 03/31/2026 | 05/01/2026 | 10-Q |
| 12/31/2025 | 02/23/2026 | 10-K |
| 09/30/2025 | 10/30/2025 | 10-Q |
| 06/30/2025 | 07/31/2025 | 10-Q |
| 03/31/2025 | 05/01/2025 | 10-Q |
| 12/31/2024 | 02/21/2025 | 10-K |
| 09/30/2024 | 10/31/2024 | 10-Q |
| 06/30/2024 | 08/01/2024 | 10-Q |
| 03/31/2024 | 05/03/2024 | 10-Q |
| 12/31/2023 | 02/29/2024 | 10-K |
| 09/30/2023 | 11/03/2023 | 10-Q |
| 06/30/2023 | 08/04/2023 | 10-Q |
| 03/31/2023 | 05/05/2023 | 10-Q |
| 12/31/2022 | 03/03/2023 | 10-K |
| 09/30/2022 | 11/03/2022 | 10-Q |
| 06/30/2022 | 08/03/2022 | 10-Q |
| 03/31/2022 | 05/06/2022 | 10-Q |
| 12/31/2021 | 03/04/2022 | 10-K |
| 09/30/2021 | 11/05/2021 | 10-Q |
| 06/30/2021 | 08/06/2021 | 10-Q |
| 03/31/2021 | 05/10/2021 | 10-Q |
| 12/31/2020 | 03/10/2021 | 10-K |
| 09/30/2020 | 11/12/2020 | 10-Q |
| 06/30/2020 | 08/12/2020 | 10-Q |
| 03/31/2020 | 05/13/2020 | 10-Q |
| 12/31/2019 | 03/30/2020 | 10-K |
| 09/30/2019 | 11/13/2019 | 10-Q |
| 06/30/2019 | 08/15/2019 | 10-Q |
Recent Forward Guidance
Updated 6/1/2026Latest: Q1 2026 Earnings Reported 4/29/2026
| Forward Guidance | Guidance Change | ||||||
|---|---|---|---|---|---|---|---|
| Metric | Low | Mid | High | % Chg | % Delta | Change | Prior |
| Q2 2026 Total Revenues | 257.00 Mil | 259.50 Mil | 262.00 Mil | ||||
| Q2 2026 Adjusted EBITDA | 32.50 Mil | 33.50 Mil | 34.50 Mil | ||||
| 2026 Total Revenues | 1.01 Bil | 1.02 Bil | 1.03 Bil | 0.4% | Raised | Guidance: 1.02 Bil for 2026 | |
| 2026 Adjusted EBITDA | 129.00 Mil | 134.00 Mil | 139.00 Mil | 0.8% | Raised | Guidance: 133.00 Mil for 2026 | |
Prior: Q4 2025 Earnings Reported 2/18/2026
| Forward Guidance | Guidance Change | ||||||
|---|---|---|---|---|---|---|---|
| Metric | Low | Mid | High | % Chg | % Delta | Change | Prior |
| Q1 2026 Total Revenues | 241.00 Mil | 243.50 Mil | 246.00 Mil | 0 | Same New | Guidance: 243.50 Mil for Q4 2025 | |
| Q1 2026 Adjusted EBITDA | 30.00 Mil | 31.00 Mil | 32.00 Mil | 0 | Same New | Guidance: 31.00 Mil for Q4 2025 | |
| 2026 Total Revenues | 1.01 Bil | 1.02 Bil | 1.03 Bil | 6.0% | Higher New | Actual: 962.50 Mil for 2025 | |
| 2026 Adjusted EBITDA | 128.00 Mil | 133.00 Mil | 138.00 Mil | 8.1% | Higher New | Actual: 123.00 Mil for 2025 | |
Insider Activity
Updated 6/17/2026| # | Owner | Title | Holding | Action | Filing Date | Price | Shares | Transacted Value | Value of Held Shares | Form |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Heyer, Andrew R | Direct | Sell | 6172026 | 26.04 | 20,000 | 520,800 | 12,754,835 | Form | |
| 2 | McLallen, Walter Field | Direct | Sell | 6122026 | 24.67 | 10,500 | 259,035 | 3,389,214 | Form | |
| 3 | Fluxman, Leonard I | See Remarks | Direct | Sell | 6092026 | 24.14 | 58,642 | 1,415,618 | 26,760,373 | Form |
| 4 | Fluxman, Leonard I | See Remarks | Direct | Sell | 6052026 | 24.07 | 57,051 | 1,373,218 | 28,094,287 | Form |
| 5 | Fluxman, Leonard I | See Remarks | Direct | Sell | 6052026 | 24.03 | 31,431 | 755,287 | 29,418,535 | Form |
| # | Owner | Title | Holding | Action | Filing Date | Price | Shares | Transacted Value | Value of Held Shares | Form |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Heyer, Andrew R | Direct | Sell | 6172026 | 26.04 | 20,000 | 520,800 | 12,754,835 | Form | |
| 2 | McLallen, Walter Field | Direct | Sell | 6122026 | 24.67 | 10,500 | 259,035 | 3,389,214 | Form | |
| 3 | Fluxman, Leonard I | See Remarks | Direct | Sell | 6092026 | 24.14 | 58,642 | 1,415,618 | 26,760,373 | Form |
| 4 | Fluxman, Leonard I | See Remarks | Direct | Sell | 6052026 | 24.07 | 57,051 | 1,373,218 | 28,094,287 | Form |
| 5 | Fluxman, Leonard I | See Remarks | Direct | Sell | 6052026 | 24.03 | 31,431 | 755,287 | 29,418,535 | Form |
| 6 | Fluxman, Leonard I | See Remarks | Direct | Sell | 6052026 | 24.01 | 1,504 | 36,111 | 30,148,709 | Form |
| 7 | Fluxman, Leonard I | See Remarks | Direct | Sell | 5292026 | 24.56 | 42,883 | 1,053,249 | 30,877,524 | Form |
| 8 | Fluxman, Leonard I | See Remarks | Direct | Sell | 5112026 | 25.26 | 8,489 | 214,469 | 32,845,106 | Form |
| 9 | McLallen, Walter Field | Direct | Sell | 3132026 | 20.86 | 6,000 | 125,160 | 3,084,819 | Form | |
| 10 | McLallen, Walter Field | Direct | Sell | 12152025 | 20.21 | 5,000 | 101,059 | 3,130,458 | Form | |
| 11 | Lazarus, Stephen | President, CFO and CEO | Direct | Sell | 12052025 | 21.12 | 8,569 | 180,977 | 7,418,400 | Form |
| 12 | Heyer, Andrew R | Direct | Sell | 12052025 | 20.19 | 20,000 | 403,800 | 10,293,205 | Form | |
| 13 | Fluxman, Leonard I | See Remarks | Direct | Sell | 12052025 | 20.12 | 10,282 | 206,874 | 23,788,077 | Form |
| 14 | Fusfield, Glenn | Direct | Sell | 9032025 | 22.24 | 6,028 | 134,063 | 1,234,031 | Form | |
| 15 | Fusfield, Glenn | Direct | Sell | 9032025 | 22.63 | 8,845 | 200,162 | 1,392,084 | Form | |
| 16 | Fusfield, Glenn | Direct | Sell | 8292025 | 22.59 | 11,057 | 249,778 | 1,589,432 | Form | |
| 17 | Fusfield, Glenn | Direct | Sell | 8292025 | 22.94 | 13,077 | 299,986 | 1,867,706 | Form | |
| 18 | Fusfield, Glenn | Direct | Sell | 8262025 | 22.40 | 22,192 | 497,101 | 2,116,666 | Form | |
| 19 | Fusfield, Glenn | Direct | Sell | 8262025 | 22.91 | 21,739 | 498,040 | 2,673,276 | Form | |
| 20 | Fusfield, Glenn | Direct | Sell | 8262025 | 22.42 | 13,374 | 299,845 | 3,103,489 | Form | |
| 21 | Fusfield, Glenn | Direct | Sell | 8212025 | 21.57 | 23,116 | 498,612 | 3,274,304 | Form | |
| 22 | Heyer, Andrew R | See Footnote | Sell | 8212025 | 21.59 | 31,289 | 675,530 | 7,171,011 | Form | |
| 23 | Fusfield, Glenn | Direct | Sell | 8212025 | 21.72 | 4,597 | 99,847 | 3,799,154 | Form | |
| 24 | Fusfield, Glenn | Fusfield Family Irrevocable Trust | Sell | 8212025 | 21.74 | 6,060 | Form | |||
| 25 | Fusfield, Glenn | Direct | Sell | 8212025 | 21.89 | 22,841 | 499,989 | 3,929,518 | Form | |
| 26 | Heyer, Andrew R | See Footnote | Sell | 8212025 | 21.85 | 28,711 | 627,348 | 7,941,196 | Form | |
| 27 | Fusfield, Glenn | Direct | Sell | 8182025 | 22.05 | 13,586 | 299,571 | 4,461,884 | Form | |
| 28 | Fusfield, Glenn | Fusfield Family Irrevocable Trust | Sell | 8182025 | 22.09 | 4,528 | 100,024 | 133,865 | Form | |
| 29 | Fusfield, Glenn | Direct | Sell | 8182025 | 21.63 | 9,237 | 199,796 | 4,670,761 | Form | |
| 30 | Fusfield, Glenn | Fusfield Family Irrevocable Trust | Sell | 8182025 | 21.64 | 4,625 | 100,085 | 229,124 | Form | |
| 31 | Fusfield, Glenn | Direct | Sell | 8182025 | 22.03 | 1,147 | 25,268 | 4,960,627 | Form | |
| 32 | Fusfield, Glenn | Fusfield Family Irrevocable Trust | Sell | 8182025 | 21.81 | 4,587 | 100,042 | 331,796 | Form | |
| 33 | McLallen, Walter Field | Direct | Sell | 6162025 | 19.33 | 2,500 | 48,325 | 2,981,227 | Form | |
| 34 | Fluxman, Leonard I | See Remarks | Direct | Sell | 6102025 | 19.58 | 37,933 | 742,831 | 21,648,655 | Form |
| 35 | Fluxman, Leonard I | See Remarks | Direct | Sell | 6102025 | 19.50 | 236,433 | 4,611,342 | 22,301,269 | Form |
Industry Resources
| Consumer Discretionary Resources |
| Retail Dive |
| Business of Fashion (BoF) |
| WWD (Women's Wear Daily) |
| National Retail Federation (NRF) |
| McKinsey & Company - Consumer |
| Mintel Consumer Trends |
| Leisure Facilities Resources |
| Blooloop |
| Attractions Management |
| IAAPA |
External Quote Links
| Y Finance | Barrons |
| TradingView | Morningstar |
| SeekingAlpha | ValueLine |
| Motley Fool | Robinhood |
| CNBC | Etrade |
| MarketWatch | Unusual Whales |
| YCharts | Perplexity Finance |
| FinViz |
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