财务数据和关键指标变化 - 总收入同比增长16.8%至5.967亿美元,会员费和注册费收入增长19%,激励收入增长10.5% [9] - 净收入同比下降9.5%至2,490万美元,主要由于2023年第一季度有8.7百万美元的一次性收益 [10] - 调整后净收入增长7.3百万美元至3,050万美元,调整后每股收益为0.15美元,上年同期为0.11美元 [11] - 调整后EBITDA增长21.6%至1.46亿美元,调整后EBITDA利润率为24.5%,同比提升100个基点 [11] - 经营活动产生的净现金流增长21.7%至9,040万美元 [12] - 净负债率从上年同期的5.2倍下降至3.6倍 [13] 各条业务线数据和关键指标变化 - 会员费和注册费收入增长19% [9] - 激励收入增长10.5% [9] - 会员平均月费用为186美元,符合预期 [20] - 会员人数达802,000人,大幅超出预期 [19] - 会员保留率创历史新高,是公司最重要的关键指标 [42][59] 各个市场数据和关键指标变化 - 无具体披露 公司战略和发展方向及行业竞争 - 公司正在推进大型场馆等新的场馆模式,目标是每年开设8-12个大型场馆,平均每年10个 [31][32][33] - 新场馆的投资回报率目标为30%-35% [31] - 公司未来5年计划实现10%以上的收入和EBITDA增长,其中4-5%来自同店增长,其余来自新场馆拓展和其他举措 [33][34] - 公司正在积极推进售后租回交易,以优化资产负债表,降低净负债率 [53][54][98][99] 管理层对经营环境和未来前景的评论 - 公司对未来前景非常乐观,认为业务表现超出预期,会员保留率创历史新高 [42][59] - 公司预计2024年全年收入为25-25.3亿美元,调整后EBITDA为6.03-6.18亿美元 [21] - 公司计划在今年第二季度实现自由现金流转正,并保持自由现金流正向 [54][55] - 公司计划在今年内将净负债率降至3倍以下 [22][54] 问答环节重要的提问和回答 问题1 **John Heinbockel 提问** 询问会员参与度指标和内部收入增长机会 [27][28] **Bahram Akradi 回答** 公司的动态私人培训项目发展良好,会员参与度和忠诚度持续提升,是公司最重要的指标 [28][29] 问题2 **Megan Alexander 提问** 询问收入和利润率指引上调的原因 [41][42] **Bahram Akradi 回答** 主要由于会员保留率大幅提升,超出公司预期,带动会员费收入大幅增长 [42][43] 问题3 **Brian Nagel 提问** 询问公司未来债务管理计划 [53][54] **Bahram Akradi 回答** 公司正在积极推进售后租回交易,计划在今年内将净负债率降至3倍以下 [54][55]

Life Time Group Holdings, Inc. (LTH) came out with quarterly earnings of $0.15 per share, missing the Zacks Consensus Estimate of $0.16 per share. This compares to earnings of $0.10 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of -6.25%. A quarter ago, it was expected that this company would post earnings of $0.09 per share when it actually produced earnings of $0.19, delivering a surprise of 111.11%.Over the last four quarter ...

LaValle to advance scientific strategies and initiatives as part of Life Time's revolutionary MIORA longevity and performance program and clinicCHANHASSEN, Minn., April 29, 2024 /PRNewswire/ -- Life Time (NYSE: LTH) today announced the appointment of James LaValle, clinical pharmacist, C.C.N.M.T. as Chief Science Officer. LaValle will spearhead the development and implementation of scientific initiatives and strategic relationships to support MIORA, Life Time's new longevity and performance program launched ...

文章核心观点 - 公司在德克萨斯州继续扩张,即将在欧文和韦斯特湖开设两家新的健身俱乐部 [1][3][7] - 新开设的欧文Life Time Las Colinas俱乐部面积约11万平方英尺,提供多种健康生活方式的设施和项目 [2][3][5][6] - 公司在达拉斯-沃斯堡市场的扩张反映了对其健身俱乐部的持续强劲需求,未来还将在韦斯特湖开设新俱乐部 [4][7][9] - 公司正在全国范围内持续扩张健身俱乐部,到2024年将达到170多家 [10][11] 关于欧文Life Time Las Colinas俱乐部 - 俱乐部面积约11万平方英尺,设有室内外游泳池、7个室内外皮克尔球场、儿童学习和娱乐区域、餐厅、水疗中心等设施 [2][3][5][6] - 提供个人教练指导、伸展训练、心肺训练、力量训练等多种健身服务 [4][5] - 还有针对老年人的ARORA健身项目 [4] - 俱乐部位于欧文,营业时间为周一至周五4am-12am,周六周日5am-11pm [7] 公司在达拉斯-沃斯堡市场的发展 - 公司2003年首次进入达拉斯-沃斯堡市场,在普莱诺开设了第一家俱乐部 [9] - 最近又在麦肯尼开设了新的俱乐部 [9] - 此次在欧文和韦斯特湖开设两家新俱乐部,进一步扩大了在该市场的足迹 [1][4][7] 公司整体发展情况 - 公司正在全国范围内持续扩张健身俱乐部,到2024年将达到170多家 [10][11] - 公司提供多种健康生活方式的项目和信息,通过俱乐部和移动应用程序为从90天到90+岁的人群提供服务 [11] - 公司还拥有并制作近30个最具代表性的体育赛事 [11]

37,000-square-foot Life Time Atlantic Avenue adds high-end wellness experiences to 51-story Brooklyn Crossing development and residences in Prospect HeightsNEW YORK, April 22, 2024 /PRNewswire/ -- Life Time (NYSE: LTH) is continuing its expansion across New York with the opening Life Time Atlantic Avenue in Brooklyn. The new 37,000-square-foot athletic country club is located at the Brooklyn Crossing development in Prospect Heights and comes just days after the April 15 debut of  Life Time PENN 1, featuring ...

Annual charity event at Life Time destinations benefits children's hospitals, local youth health initiatives and conservation efforts nationwide; more than $2.7 million raised to date CHANHASSEN, Minn., April 18, 2024 /PRNewswire/ -- As the health of our nation's children continues to diminish, Life Time (NYSE: LTH) is continuing efforts to drive positive change through its Ride of a Life Time charity cycle event occurring Saturday, April 27 across its portfolio of athletic country clubs. As the health o ...

Life Time expert breaks down the 7 types of rest for full-body wellnessCHANHASSEN, Minn., April 17, 2024 /PRNewswire/ -- Like any well-operating machine, the human body needs downtime in order to rest and recharge. For many, resting seems indulgent or nonproductive; but without rest, our bodies run the risk of shutting down.April is National Stress Awareness Month and to help understand the powerful mind-body connection in wellness, Tory Schaefer, Life Time's Senior Director of Yoga, explores the signs you ...

Life Time与Pickleball专家合作 - Life Time与知名的Pickleball专家Ben和Collin Johns合作，推出了一系列70个教学视频，帮助会员从初学者到高级水平提升他们的技能[1] - 视频涵盖了基本规则、热身和练习、单打和双打动态、关键技术动作以及高级技巧等内容，适合各年龄段和能力水平的Pickleball玩家[2] Life Time的Pickleball业务发展 - Life Time是最大的Pickleball和网球场地的所有者和运营商，最近任命了网球传奇人物Andre Agassi为Life Time Pickleball和Tennis董事会主席[3] - 根据2023年的APP Pickleball参与报告，Pickleball参与人数持续增长，Life Time的Pickleball球员在2023年增长了51%[4]

Life Time PENN 1 covers 54,000 square feet with debut of seven, street level pickleball courts and massive group training space; adds to boutique studios, recovery and rejuvenation floorsNEW YORK, April 15, 2024 /PRNewswire/ -- As New Yorkers' passion for pickleball and all things wellness continues to grow, Life Time (NYSE: LTH), is bringing an entirely new experience to office workers, commuters and neighborhood residents in the heart of THE PENN DISTRICT, with the opening of Life Time PENN 1 on April 15. ...

Chanhassen, Minn-based development offers 15 courts, viewing areas, bar and lounge, and luxurious dressing rooms all surrounded in a luxurious experience and adjacent to full-amenity clubCHANHASSEN, Minn., April 8, 2024 /PRNewswire/ -- Life Time (NYSE: LTH) is celebrating National Pickleball Month with the opening of its first dedicated, ground-up pickleball development on April 8, 2024.Life Time Chanhassen Pickleball is located adjacent to the Life Time Chanhassen, Minn., athletic country club and the Comp ...