Q2 2026 OneSpaWorld Holdings Ltd Earnings Call Transcript

Jul 29, 2026 / 02:00 PM GMT

Release Date Price: €23 (-0.86%)

Transcript 8-K

Key Points

Positve

OneSpaWorld Holdings Ltd (OSW) achieved its 21st consecutive quarter of record total revenues and adjusted EBITDA.
Total revenues increased by 9% and adjusted EBITDA by 13% in the second quarter of 2026.
The company expanded its health and wellness centers to 208 ships, up from 200 ships in the previous year.
Innovative services like Dimage, TruSculpt, CoolSculpting, and IV therapy drove strong double-digit growth.
AI initiatives, such as the Amanda platform, have been successfully implemented, enhancing revenue growth and operational efficiency.

Negative

Product revenue decreased due to the reorganization of operations in the United Kingdom and Italy.
Administrative expenses increased significantly due to third-party fees related to the reorganization.
The company faces challenges in quantifying the long-term impact of AI on margins and profitability.
There is a potential risk of lower occupancy rates in European itineraries affecting revenue.
The company has not yet introduced GLP-1s on board, which could be a missed opportunity if regulatory conditions change.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

OSW.OQ - OneSpaWorld Holdings Ltd
Q2 2026 OneSpaWorld Holdings Ltd Earnings Call
Jul 29, 2026 / 02:00PM GMT

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Presentation
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Unidentified_1 [1]
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Greetings and welcome to the One Spa World Second Quarter 2026 Earnings Call. At this time, all participants are in a listen-only mode.

A brief question-and-answer session will follow the formal presentation. If anyone should require operator assistance during the conference, please press *0 on your telephone keypad. As a reminder, this conference is being recorded. It is now my pleasure to introduce your host, Allison Malkin. Of ICR.

Thank you. Please go ahead.

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Unidentified_2 [2]
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