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BOWL

Hollywood Bowl Group PLC

Travel and Leisure First-pass screen £427m
310/1000 Overall fit
AI beneficiary 35% 25
Operating leverage 25% 35
Valuation 25% 30
Downside protection 15% 42

First-pass take

BOWL is a capital-intensive leisure operator with flat operating leverage (revenue +8.8% but EBITDA pre-IFRS 16 +0.9%), no AI exposure, and rising cost pressures (wages +13%, business rates revaluation expected FY2026). Procyclical business lacks AI tailwinds and margin expansion required by investment thesis.

Flags

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