U.S.-listed operators of perishable, capacity-constrained leisure inventory whose economics are driven by an occupancy x rate decomposition over a fixed capacity denominator. The corpus spans five sub-models that share the structural shape but diverge in vocabulary and disclosure surface: (1) CRUISE LINES (CCL, RCL, NCLH) selling cabin-nights on owned ocean vessels with paired ticket revenue and o
| Ticker | Company | Their metric | Period | YoY | A year ago |
|---|---|---|---|---|---|
| LYV | Live Nation Entertainment, Inc. | Fee-bearing tickets | FY2026-Q2 | +8.4% | -36.5% |
| TKO | TKO Group Holdings, Inc. | UFC | FY2026-Q2 | +28.8% | +5.4% |
| HGV | Hilton Grand Vacations Inc. | Sales of VOIs, net | FY2026-Q2 | +8.1% | -0.4% |
| LTH | Life Time Group Holdings, Inc. | Center memberships (end of period) | FY2026-Q1 | +1.4% | +3.0% |
| MTN | Vail Resorts, Inc. | Resort Reported EBITDA | FY2026-Q3 | -9.5% | -1.0% |
| CNK | Cinemark Holdings, Inc. | Concession | FY2026-Q2 | +14.7% | +29.0% |
| VAC | Marriott Vacations Worldwide Corporation | Adjusted Diluted Earnings Per Share | FY2026-Q1 | -25.3% | -7.8% |
| BATRA | Atlanta Braves Holdings, Inc. | Mixed-Use Development Revenue | FY2026-Q2 | +14.2% | +48.9% |
| MSGE | Madison Square Garden Entertainment Corp. | Adjusted Operating Income | FY2026-Q3 | -20.6% | +50.4% |
| CAR | Avis Budget Group, Inc. | Americas Adjusted Earnings Before Interest, Taxes, Depreciation and Amortization | FY2026-Q2 | +7.7% | |
| CCL | Carnival Corporation & plc | Adjusted diluted EPS | FY2026-Q2 | +17.1% | |
| MSGS | Madison Square Garden Sports Corp. | Adjusted Operating Income | FY2026-Q3 | ||
| NCLH | Norwegian Cruise Line Holdings Ltd. | Occupancy | FY2025-Q4 | +1.0 pts | |
| PLNT | Planet Fitness, Inc. | Total clubs | FY2026-Q1 | +6.1% | |
| RCL | Royal Caribbean Cruises Ltd. | Adjusted EBITDA | FY2025-Q2 | ||
| SPHR | Sphere Entertainment Co. | Adjusted Operating Income | FY2026-Q1 | ||
| TNL | Travel + Leisure Co. | Adjusted diluted EPS (non-GAAP) | FY2026-Q1 | +30.6% |
A side-by-side appears only when three or more companies report the same metric under their own definition. Nothing is translated from one company's segment into another's.