Opinions Jason Del Vicario
Curves Holdings7085.TTOP PICKJun 06, 2025
Jason Del VicarioOwned
N/A
Stock price when the opinion was issued
Consumer Products
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(A Top Pick Jun 06/25, Up 16%)
A gym chain based in Japan. Have recovered from Covid and are growing again. Their franchise model generates a lot of cash. It trades around 16x PE, so attractive. Wants to increase his holding once they pay off debt.
Jason Del VicarioOwned
Consumer Products
Petered out in North America, he's not sure why. Has really taken off in Japan, with about 2000 locations. Structured workouts for women in their 40s, 50s, 60s. Bought the franchise, so controls the destiny of Curves worldwide. Monthly subscription fees make the franchise model very high margin and predictable. No direct competitor.
(Analysts’ price target is $920.00)New pillar of growth might be Curves for Men. Expanded brand to Europe. Very reasonable 16x PE. A newish position, has held this name about a year in portfolios. (Price target in yen.) Yield is 2.46%.