United Parks Episodes
May 17, 2026
United Parks' Q1 Misses & Sphere Lands at Yas Island
United Parks Q1 was rough across the board, and Abu Dhabi has more announcements.
Guests: Scott Swenson, ICAE , Philip Hernandez, ICAE
March 23, 2026
Six Flags Pushed to Sell | Sesame Sues SeaWorld
Jana Partners sent a letter to the Six Flags board pushing the company to explore a sale and replace board chair Marilyn Spiegel — just one week after the Travis Kelce brand ambassador announcement. We break down what Jana actually wants, why the timeline doesn't add up, and what this means for CEO John Reilly's turnaround plan. Then: Sesame Workshop filed a federal lawsuit against United Parks to terminate their licensing agreement. United Parks stopped paying royalties in September 2025, took...
Guests: Scott Swenson, ICAE , Philip Hernandez, ICAE
March 1, 2026
United Parks: Buybacks, Assets, and a Missing Plan
United Parks & Resorts reported fiscal 2025 results this week; Revenue, attendance, net income, EBITDA were all down.
Guests: Scott Swenson, ICAE , Philip Hernandez, ICAE
Nov. 9, 2025
Six Flags Plans More Park Closures — Here’s Why It Makes Sense
Six Flags is doubling down on its “smaller and more nimble” plan, prioritizing core parks and openly confirming that more closures or sales are on the way.
Guests: Scott Swenson, ICAE , Philip Hernandez, ICAE