How EVT’s New NRMA Partnership Could Influence Foot Traffic and Revenue Growth (ASX:EVT)

• My NRMA Rewards recently announced a partnership to offer members exclusive discounts at EVT cinemas and hotels across Australia, including savings of up to 30% and complimentary breakfast at Rydges Hotels & Resorts.
• This collaboration is expected to boost EVT's brand visibility and customer engagement by tapping into NRMA's extensive member base for year-round entertainment and hospitality offers.
• We now consider how EVT’s new access to NRMA’s large loyalty network could enhance both foot traffic and revenue growth opportunities.

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EVT Investment Narrative Recap

To believe in EVT as an investment, you need conviction that demand for premium entertainment and hospitality experiences, delivered across cinemas and hotels, will remain resilient, and that loyalty partnerships like the new NRMA Rewards collaboration can consistently drive customer engagement. While this latest deal meaningfully increases EVT’s reach through a sizable member base, its material impact on near-term earnings remains to be seen, given ongoing risks around film supply and consumer discretionary spending that still dominate the short-term outlook.

The recent IMAX expansion agreement, announced in May, is especially relevant once set against the NRMA partnership. Both moves aim to increase unique offerings and bolster admissions, but success is still highly dependent on the strength and dependability of blockbuster film releases, which the company remains exposed to through its cinema segment. In contrast, investors should factor in EVT’s continuing sensitivity to...

Read the full narrative on EVT (it's free!)

EVT's narrative projects A$1.4 billion in revenue and A$100.1 million in earnings by 2028. This requires 4.6% yearly revenue growth and a A$66.7 million earnings increase from current earnings of A$33.4 million.

Uncover how EVT's forecasts yield a A$15.75 fair value, a 6% upside to its current price.

Exploring Other Perspectives

Three members of the Simply Wall St Community estimated EVT’s fair value between A$2.24 and A$15.75. These wide-ranging opinions highlight how differently investors weigh EVT’s exposure to macroeconomic cycles and the pace of cinema attendance recovery, prompting you to weigh all sides before deciding where you stand.

Explore 3 other fair value estimates on EVT - why the stock might be worth as much as 6% more than the current price!

Build Your Own EVT Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your EVT research is our analysis highlighting 2 key rewards and 2 important warning signs that could impact your investment decision.
• Our free EVT research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate EVT's overall financial health at a glance.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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