Six Flags and Cedar Fair’s $8 billion mash-up, Herschend’s shopping spree, and Falcon’s Beyond devouring Oceaneering are just the opening salvo in a consolidation wave now squeezing most regional parks into four corporate camps. But deal-making is only the first of five seismic shifts Philip and Scott unpack this week.…
Herschend finalized its acquisition of Palace Entertainment’s 24 U.S. attractions with a $1.1 billion leveraged loan—and vows 2025 will be a “listening year.” Meanwhile, Six Flags fired every park president overnight, favoring a regional management model instead of a local one. We unpack whether family culture can outshine heavy debt,…
"The Great Reset," Six Flags' new strategic plan, aims to reach 58 million in annual attendance and $3.8 billion in revenue by 2028. The 88-slide presentation boils down to one thing: a better product makes more money. The plan gives concrete examples of what industry professionals have known for decades—improving…
Disney’s stock jumped 7 % after a blockbuster Q2— streaming gained a million subs, Thunderbolts opened #1 worldwide, domestic park profit climbed 13 %, and Bob Iger unveiled the first “authentically Disney, distinctly Emirati” Disney park on Abu Dhabi’s Yas Island. Philip and Scott unpack why Disney is leaning into…
Six Flags/Cedar Fair’s first post-merger casualty is Six Flags America, erasing 70 full-time and 700 seasonal jobs and $3.5 million in local tax revenue—freeing capital for “marquee” investments elsewhere. At the same time, Marriott’s Gaylord resorts are turning their glass atriums into mini-comic-cons with a DC-branded summer slate, headlined by…
Philip takes us on a tour of the NEW Fan Fest Nights at Universal Studios. Experience the magic of Universal Studios Fan Fest Nights 2025 in just 3 minutes! Get an overview of all the excitement and fun packed into this special event for fans of all ages. Listen to…
Watch Philip's FULL TOUR here: https://youtu.be/jbd7YqqYqbE Universal Studios Hollywood is stress-testing a brand-new revenue season with Fan Fest Nights—12 evenings of Comic-Con-meets-HHN running April 25-May 18th from 7 p.m.–2 a.m. Tickets range from $74-$84, and the event is anchored by a 45-minute Back to the Future immersive experience on the…
Cord-cutting continues to threaten Comcast, but it sees hope in its theme parks. As 200,000 broadband subscribers abandon Comcast in a single quarter, the company is aggressively pivoting toward theme parks despite them representing just 6.3% of current revenue. With $5 billion in free cash flow, Universal is simultaneously launching…