How Will Nashville Competition Shape Ryman Hospitality Properties’ (RHP) Entertainment Strategy?

• Ryman Hospitality Properties recently reported third quarter 2025 earnings, posting US$195.23 million in sales and US$34.89 million in net income, alongside updated full-year guidance that narrows its expectations for consolidated operating income and entertainment segment performance.
• A significant factor cited was emerging competition from new live entertainment venues in downtown Nashville, even as demand for country music and tourism in the area remains strong.
• We'll now examine how the narrower full-year outlook and increased Nashville competition influence Ryman's investment narrative.

These 13 companies survived and thrived after COVID and have the right ingredients to survive Trump's tariffs. Discover why before your portfolio feels the trade war pinch.

Ryman Hospitality Properties Investment Narrative Recap

To be a shareholder in Ryman Hospitality Properties, you need to believe in the ongoing strength of large-scale group conventions, Nashville tourism, and the stickiness of its country music and entertainment brands. The recent narrowing of full-year 2025 guidance, largely tied to new venue competition in Nashville, does not appear to materially alter the short-term narrative: the most important catalyst remains robust group and leisure demand, while the principal risk continues to be heightened supply pressure that could impact margins and earnings stability.

Among Ryman's latest announcements, the adjustment to its consolidated full-year outlook stands out. By putting a tighter range around projected operating income and RevPAR growth, the company is signaling greater confidence in its near-term visibility, yet it is also recognizing the reality of rising entertainment venue competition in downtown Nashville, which may influence performance in its core market.

By contrast, investors should be aware that supply growth in key markets like Nashville means...

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

Ryman Hospitality Properties is expected to reach $3.0 billion in revenue and $296.5 million in earnings by 2028. This outlook assumes annual revenue growth of 7.3% and an earnings increase of $34 million from current earnings of $262.5 million.

Uncover how Ryman Hospitality Properties' forecasts yield a $112.43 fair value, a 19% upside to its current price.

Exploring Other Perspectives

Fair value opinions from the Simply Wall St Community for Ryman Hospitality Properties currently range from US$83.06 to US$210.10 across 3 contributors. With supply and competition risks now coming sharply into focus, it is clear views on the company’s long-term resilience can vary widely, take a look at how your outlook compares.

Explore 3 other fair value estimates on Ryman Hospitality Properties - why the stock might be worth over 2x 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 2 key rewards and 3 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.

Curious About Other Options?

Opportunities like this don't last. These are today's most promising picks. Check them out now:

• The end of cancer? These 29 emerging AI stocks are developing tech that will allow early identification of life changing diseases like cancer and Alzheimer's.
• We've found 16 US stocks that are forecast to pay a dividend yield of over 6% next year. See the full list for free.
• The best AI stocks today may lie beyond giants like Nvidia and Microsoft. Find the next big opportunity with these 24 smaller AI-focused companies with strong growth potential through early-stage innovation in machine learning, automation, and data intelligence that could fund your retirement.

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.

Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com