![\"CALY](\"https:\/\/www.europesays.com\/golf\/wp-content\/uploads\/2026\/06\/db708fe7ea0d1e15868c52cafd58b452.jpeg\")
A Look Back at Consumer Discretionary – Leisure Facilities Stocks\u2019 Q1 Earnings: Callaway Golf Company (NYSE:CALY) Vs The Rest Of The Pack <\/p>\n A Look Back at Consumer Discretionary – Leisure Facilities Stocks\u2019 Q1 Earnings: Callaway Golf Company (NYSE:CALY) Vs The Rest Of The Pack <\/p>\n
Earnings results often indicate what direction a company will take in the months ahead. With Q1 behind us, let\u2019s have a look at Callaway Golf Company (NYSE:CALY) and its peers.<\/p>\n
The Consumer Discretionary sector, by definition, is made up of companies selling non-essential goods and services. When economic conditions deteriorate or tastes shift, consumers can easily cut back or eliminate these purchases. For long-term investors with five-year holding periods, this creates a structural challenge: the sector is inherently hit-driven, with low switching costs and fickle customers. As a result, only a handful of companies can reliably grow demand and compound earnings over long periods, which is why our bar is high and High Quality ratings are rare. Leisure facilities companies own and operate theme parks, fitness centers, bowling alleys, and other venue-based entertainment destinations, generating revenue from admissions, memberships, and on-site spending. Tailwinds include consumer preference for experiential spending, tourism recovery, and technology-enhanced guest experiences that support premium pricing. Headwinds are notable: high fixed costs, such as real estate, labor, and maintenance, make profitability highly sensitive to attendance fluctuations during economic slowdowns. Weather, pandemics, and safety incidents can disrupt operations unpredictably. Rising construction and labor costs inflate expansion budgets, while competition from at-home entertainment alternatives and other experiential options limits pricing power in many markets.<\/p>\n
The 10 consumer discretionary – leisure facilities stocks we track reported a satisfactory Q1. As a group, revenues beat analysts\u2019 consensus estimates by 2.6% while next quarter\u2019s revenue guidance was in line.<\/p>\n
Luckily, consumer discretionary – leisure facilities stocks have performed well with share prices up 12.6% on average since the latest earnings results.<\/p>\n
Callaway Golf Company (NYSE:CALY) <\/p>\n
Formed between the merger of Callaway and Topgolf, Callaway Golf Company (NYSE:CALY) sells golf equipment and operates technology-driven golf entertainment venues.<\/p>\n
Callaway Golf Company reported revenues of $687.5 million, up 9.2% year on year. This print exceeded analysts\u2019 expectations by 5.5%. Overall, it was an exceptional quarter for the company with EBITDA guidance for next quarter exceeding analysts\u2019 expectations and a beat of analysts\u2019 EPS estimates.<\/p>\n
“We had a strong start to the year with first quarter revenue increasing 9% and Adjusted EBITDA increasing 31%,” commented Chip Brewer, President and Chief Executive Officer of Callaway Golf Company.<\/p>\n
Story continues <\/p>\n
Callaway Golf Company Total Revenue <\/p>\n
Callaway Golf Company pulled off the highest full-year guidance raise of the whole group. Unsurprisingly, the stock is up 21.8% since reporting and currently trades at $18.00.<\/p>\n
Is now the time to buy Callaway Golf Company? Access our full analysis of the earnings results here, it\u2019s free<\/a>.<\/p>\n Best Q1: Live Nation (NYSE:LYV) <\/p>\n Owner of Ticketmaster and operator of music festival EDC, Live Nation (NYSE:LYV) is a company specializing in live event promotion, venue management, and ticketing services for concerts and shows.<\/p>\n Live Nation reported revenues of $3.79 billion, up 12.1% year on year, outperforming analysts\u2019 expectations by 6.1%. The business had a stunning quarter with a beat of analysts\u2019 EPS and EBITDA estimates.<\/p>\n The market seems happy with the results as the stock is up 9.1% since reporting. It currently trades at $171.56.<\/p>\n Is now the time to buy Live Nation? Access our full analysis of the earnings results here, it\u2019s free<\/a>.<\/p>\n Weakest Q1: Dave & Buster’s (NASDAQ:PLAY) <\/p>\n Founded by a former game parlor and bar operator, Dave & Buster\u2019s (NASDAQ:PLAY) operates a chain of arcades providing immersive entertainment experiences.<\/p>\n Dave & Buster’s reported revenues of $559.2 million, down 1.5% year on year, falling short of analysts\u2019 expectations by 3.1%. It was a disappointing quarter as it posted a significant miss of analysts\u2019 EPS and same-store sales estimates.<\/p>\n As expected, the stock is down 4.7% since the results and currently trades at $11.73.<\/p>\n Read our full analysis of Dave & Buster\u2019s results here. <\/a><\/p>\n United Parks & Resorts (NYSE:PRKS) <\/p>\n Parent company of SeaWorld and home of the world-famous Shamu, United Parks & Resorts (NYSE:PRKS) is a theme park chain featuring marine life, live entertainment, roller coasters, and waterparks.<\/p>\n United Parks & Resorts reported revenues of $278.3 million, down 3% year on year. This print met analysts\u2019 expectations. More broadly, it was a softer quarter as it produced a significant miss of analysts\u2019 adjusted operating income and EPS estimates.<\/p>\n The stock is up 18.9% since reporting and currently trades at $46.63.<\/p>\n Read our full, actionable report on United Parks & Resorts here, it\u2019s free.<\/a><\/p>\n Xponential Fitness (NYSE:XPOF) <\/p>\n Owner of CycleBar, Rumble, and Club Pilates, Xponential Fitness (NYSE:XPOF) is a boutique fitness brand offering diverse and specialized exercise experiences.<\/p>\n Xponential Fitness reported revenues of $60.71 million, down 21% year on year. This result missed analysts\u2019 expectations by 5.1%. It was a slower quarter as it also produced a significant miss of analysts\u2019 EPS and EBITDA estimates.<\/p>\n Xponential Fitness had the weakest performance against analyst estimates and slowest revenue growth among its peers. The stock is up 4.4% since reporting and currently trades at $6.83.<\/p>\n Live Nation Total Revenue <\/p>\n