Vivid Seats Inc.能够抵御StubHub支出攻势冲击——市场观点

投资观察
Sep 15, 2025

Benchmark分析师Daniel Kurnos表示,StubHub试图通过激进支出来排挤竞争对手的策略已经对Vivid Seats Inc.造成严重冲击,该公司今年的EBITDA可能下降多达67%。

但是Vivid Seats Inc.很可能能够熬过这场暂时的冲击,因为客户回头率高于行业平均水平。该公司拥有比StubHub更完善的奖励计划,并且仍然能够在很大一部分客户群体中保持价格竞争力,特别是当StubHub的支出放缓时。

Kurnos指出,当StubHub的支出激增结束时,该公司可能会恢复增长,或者可能与SeatGeek合并以保护其合并后的市场份额。

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