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    Arpine Kocharian • UBS Group AG

    Arpine Kocharian's questions to United Parks & Resorts Inc (PRKS) leadership

    Arpine Kocharian's questions to United Parks & Resorts Inc (PRKS) leadership • Q2 2025

    Question

    Arpine Kocharian requested an updated view on the full-year EBITDA outlook, referencing a prior benchmark of over $700 million that was no longer mentioned. She also asked if guests who are visiting are spending less, particularly on in-park purchases.

    Answer

    CEO Marc Swanson did not provide a specific EBITDA number but reiterated the key factors for a strong second half: positive quarter-to-date attendance, strong forward bookings for events, favorable weather comparisons, and a new cost-savings plan. Regarding spending, he noted that in-park per capita was only slightly down in Q2, attributing it to weather-related promotions, and expressed optimism about driving growth during the upcoming Halloween and Christmas seasons.

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    Arpine Kocharian's questions to Peloton Interactive Inc (PTON) leadership

    Arpine Kocharian's questions to Peloton Interactive Inc (PTON) leadership • Q4 2025

    Question

    Arpine Kocharian asked for details on the key assumptions behind the full-year revenue guidance and inquired about the cadence and sources of the announced $100 million in cost savings.

    Answer

    CFO Liz Coddington explained that the projected revenue inflection after Q1 relies on upcoming product innovations, price adjustments, and changes to fees for delivery and returns. She stated that about half of the $100 million in run-rate cost savings has been actioned through workforce reductions, with the remainder to be achieved via indirect spend optimization and potential workforce relocations. The savings are primarily from G&A, with R&D, sales & marketing, and COGS also contributing, and about 15% of the total is from reduced stock-based compensation.

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    Arpine Kocharian's questions to Six Flags Entertainment Corp (FUN) leadership

    Arpine Kocharian's questions to Six Flags Entertainment Corp (FUN) leadership • Q2 2025

    Question

    Arpine Kocharian of UBS Group inquired about the plan to accelerate asset divestitures, seeking details on the potential size and timing beyond the two already announced land sales. She also requested clarification on the $90 million back-half cost savings to understand the true synergy upside versus the $25 million cost pull-forward.

    Answer

    CEO Richard Zimmerman and CFO Brian Witherow confirmed they are strategically reviewing the entire portfolio with the board, with an immediate focus on executing the two announced non-core asset sales to narrow management focus and reduce risk. Witherow clarified that the second-half cost savings plan, of which about two-thirds is permanent, keeps them on track to achieve their original $120 million annualized merger synergy target by the end of 2025.

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    Arpine Kocharian's questions to Mattel Inc (MAT) leadership

    Arpine Kocharian's questions to Mattel Inc (MAT) leadership • Q2 2025

    Question

    Arpine Kocharian of UBS Group sought to confirm the key puts and takes in the reinstated guidance and asked for visibility on shipment cadence to see if Q2 disruptions could be recovered.

    Answer

    CFO Paul Ruh confirmed the assessment of cost savings versus tariffs was broadly correct but highlighted that top-line uncertainty might require incremental promotional spending. Regarding shipments, Ruh explained that a shift from direct import to domestic shipping caused a timing delay, but he expects the majority of those sales to be captured in the second half of the year.

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    Arpine Kocharian's questions to Vail Resorts Inc (MTN) leadership

    Arpine Kocharian's questions to Vail Resorts Inc (MTN) leadership • Q3 2025

    Question

    Arpine Kocharian from UBS Group questioned if the North American strategy of raising lift ticket prices to drive pass sales would work in Europe. She also asked about confidence in maintaining spring pass sales trends given the macroeconomic environment.

    Answer

    CEO & Chair Rob Katz stated that a different playbook would be required for Europe due to its unique market dynamics, but he sees a long-term opportunity for an advanced commitment model. On the sales outlook, Katz said that assuming a stable macro environment, the company feels good about maintaining the trends seen in the spring.

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