Does New Nashville Competition Reveal a Turning Point for Ryman's Brand Strength and Profitability (RHP)?

• Ryman Hospitality Properties recently reported its third-quarter 2025 earnings, showing year-over-year revenue growth but a lower net income compared to the previous year, and narrowed its full-year 2025 earnings guidance with a modest adjustment in expectations for its Entertainment segment due to new competition in Nashville.
• An interesting insight is that although competition for live entertainment in Nashville has increased, the company's updated outlook still references strong tourism demand and continued consumer engagement with its iconic brands.
• We'll now explore how the updated 2025 guidance and shifting outlook for the Entertainment segment influence Ryman's investment narrative.

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Ryman Hospitality Properties Investment Narrative Recap

For shareholders, the core belief is that Ryman can harness the strength of its branded hospitality and entertainment assets in high-demand markets like Nashville and Orlando to drive sustainable revenue growth. The latest narrowed guidance reflects only a modest impact from new entertainment competition in Nashville, so the key short-term catalyst, robust group bookings and tourism demand, remains intact, while the primary risk continues to be the possibility of further heightened competition or economic shocks impacting room rates and margins.

Ryman’s recent narrowing of full-year 2025 earnings guidance, announced alongside its third-quarter results, directly connects to the pressure felt in the Entertainment segment from new live venue supply in downtown Nashville. This adjustment puts a spotlight on competition risk, but updated guidance retaining robust expectations for group bookings suggests the main demand drivers for Ryman have not fundamentally shifted at this time.

By contrast, investors should be particularly aware of the effect further shifts in Nashville’s competitive balance could have on ...

Read the full narrative on Ryman Hospitality Properties (it's free!)

Ryman Hospitality Properties is projected to reach $3.0 billion in revenue and $296.5 million in earnings by 2028. This implies a 7.3% annual revenue growth rate and an earnings increase of $34 million from the current earnings of $262.5 million.

Uncover how Ryman Hospitality Properties' forecasts yield a $113.79 fair value, a 28% upside to its current price.

Exploring Other Perspectives

Private investors from the Simply Wall St Community estimate Ryman’s fair value from US$83.06 to US$171.81 across three perspectives. While many see opportunity in Ryman’s strong group booking pipeline, ongoing competition in core markets could test expectations for profit growth, check out the full range of views.

Explore 3 other fair value estimates on Ryman Hospitality Properties - why the stock might be worth as much as 94% more than the current price!

Build Your Own Ryman Hospitality Properties 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 Ryman Hospitality Properties research is our analysis highlighting 3 key rewards and 2 important warning signs that could impact your investment decision.
• Our free Ryman Hospitality Properties research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Ryman Hospitality Properties' 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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