Planet Fitness客流稳定,Life Time增长空间广阔

投资观察
Aug 13

1430 ET(北京时间次日凌晨03:30)——来自Jefferies的研究报告指出,7月份的健身数据表明,Planet Fitness的运营状况持续稳定,而对Life Time Group则持乐观看法。分析师们表示,Planet Fitness的客流量在7月环比上升约1%,与6月的增幅基本持平;与此同时,其网站访问量在6月攀升36%后,7月又增长了约33%。分析师们进一步补充道:“第二季度显示,业务格局保持稳定,业绩指引未变,且下半年没有出现负面的同比比较。”至于Life Time,其网站访问量在6月增长31%后,7月再度提升约32%。Jefferies认为,Life Time的第二季度业绩反映出,来自定价、产品组合优化以及会员参与度提升的生产力持续增长。这些趋势,连同其他利好因素,应为该公司“盈利增长与估值倍数扩张提供了长期跑道”,分析师们总结道。

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