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Dec 31, 2023

OneSpaWorld Q4 2023 Earnings Report

Reported record results driven by strong operational performance and strategic initiatives.

Key Takeaways

OneSpaWorld reported a 15% increase in total revenues for Q4 2023, reaching $194.8 million, and a 13% increase in Adjusted EBITDA to $23.4 million. The company's performance was driven by an increase in average ship count and successful revenue growth initiatives. They ended the year with total liquidity of $48.9 million, after repaying $5.0 million of debt and repurchasing shares.

Total revenues increased 15% to $194.8 million compared to Q4 2022.

Income from operations increased to $12.6 million, including a $2.1 million asset impairment charge.

Adjusted EBITDA increased 13% to $23.4 million compared to Q4 2022.

Unlevered after-tax free cash flow decreased to $16.9 million compared to Q4 2022.

Total Revenue
$195M
Previous year: $169M
+15.3%
EPS
$0.12
Previous year: $0.14
-14.3%
Adjusted EBITDA
$23.4M
Previous year: $20.7M
+13.0%
Gross Profit
$32.4M
Previous year: $29.6M
+9.4%
Cash and Equivalents
$28.9M
Previous year: $33.3M
-13.2%
Free Cash Flow
$16.9M
Previous year: $19M
-11.3%
Total Assets
$706M
Previous year: $717M
-1.6%

OneSpaWorld

OneSpaWorld

OneSpaWorld Revenue by Segment

Forward Guidance

OneSpaWorld anticipates continued growth and reaffirms its fiscal year 2024 guidance, projecting revenues between $850 to $870 million and Adjusted EBITDA between $90 to $100 million. For the first quarter of 2024, the company expects revenues of $204 to $209 million and Adjusted EBITDA of $21.5 to $23.5 million.

Positive Outlook

  • The Company expects to continue to generate positive cash flow from operations and after-tax free cash flow throughout fiscal year 2024.
  • Total Revenues $ 204-209 million
  • Adjusted EBITDA $ 21.5-23.5 million
  • Total Revenues $ 850-870 million
  • Adjusted EBITDA $ 90-100 million

Revenue & Expenses

Visualization of income flow from segment revenue to net income