RJ Hamster
This unique window just opened by the U.S. government
Three public companies are at the center of a trillion-dollar shakeup…
In a space that’s already generated over $1.38 trillion in new investor wealth.
A massive deal between the U.S gov. and the technocrats, unfolding right now, could soon limit who gets access to the biggest potential gains…
I’m writing to alert you that early movers may have the edge.
The good news?
You can hop on the right side before this story breaks wide open… And the masses pile in.
Get the names and tickers here.
Best,
Chris Rowe
Founder, True Market Insiders
Additional Reading from MarketBeat
A New Leader at Six Flags: Is the Roller Coaster Over?
Reported by Jeffrey Neal Johnson. Date Posted: 11/25/2025.
What You Need to Know
- John Reilly brings decades of operational experience to the helm of Six Flags and has received strong support from the board and major investors.
- The strategic reset allows the company to prioritize capital investment in rides and attractions to drive higher attendance and guest spending.
- Consumer demand remains resilient, as data shows guests are willing to pay higher prices for upcoming season passes despite market challenges.
Six Flags Entertainment Corporation (NYSE: FUN) announced a major leadership change that quickly drew investor attention. On Nov. 24, 2025, the company named John Reilly as its new president and CEO, effective Dec. 8, 2025. Reilly succeeds Richard Zimmerman, who is stepping down after overseeing the company through its recent merger.
The market reaction was immediate and positive: shares of Six Flags jumped about 7% in trading following the announcement. The move suggests Wall Street views the leadership change as a potential turning point for the entertainment-sector operator.
$4,200 gold is nice … but here’s what most gold bugs are missing (Ad)
Gold just surged past $4,200, but Weiss Ratings expert Sean Brodrick says the real upside is in select gold stocks — in past bull markets, these plays delivered gains as high as 5,000% to 9,800%, and Sean has now identified five companies he believes could see explosive moves in the early stages of what may be the biggest gold rally yet.Click here to see Sean’s five top gold picks
After a difficult post-merger integration period and a year-to-date stock decline of roughly 70%, bringing in an operations-focused leader signals a shift from uncertainty to execution. For value-oriented investors, the combination of seasoned leadership and a depressed share price looks compelling.
The Fixer Takes the Helm
John Reilly’s appointment is more than a routine leadership swap; it’s a deliberate effort to install a specialist in theme-park turnarounds. Reilly brings roughly 30 years of industry experience, most recently as CEO of Palace Entertainment and earlier as interim CEO of SeaWorld Parks & Entertainment.
His work at SeaWorld — credited with stabilizing the business during a challenging period of brand rehabilitation — is especially relevant to Six Flags shareholders. The Board, led by incoming chair Marilyn Spiegel, said it sought “fresh eyes” to optimize the combined portfolio.
Many legacy Six Flags parks have suffered from underinvestment and uneven maintenance. Reilly is viewed as well-equipped to address these issues, uncover operational inefficiencies, and expand margins.
Importantly, the hire has backing from several influential shareholders. Activist firm JANA Partners, which holds roughly 3.9% of the company, issued a public statementpraising the appointment. When a board and its major investors align on leadership, it reduces boardroom friction and lets management focus on delivering shareholder value.
Clearing the Decks to Create a Value Play
To understand investor optimism, consider the financial backdrop Reilly is inheriting. In its third-quarter earnings report released in November, Six Flags posted a net loss of $1.2 billion. That figure was driven largely by a large non-cash accounting adjustment.
The company recorded a $1.5 billion non-cash impairment charge related to goodwill and intangible assets — essentially acknowledging that the book value of legacy Six Flags assets exceeded their realizable value after years of underinvestment.
Taking that “kitchen-sink” charge resets the financial baseline, clearing away legacy overvaluations and making future earnings comparisons simpler.
With the bad news disclosed and largely priced in, the stock’s valuation is now a focal point for value investors. Trading in the $13–$14 range, Six Flags sits near its yearly lows. Yet the consensus analyst price target is roughly $28.57 — implying nearly 98% upside if management can execute the turnaround plan.
The Plan to Fix the Parks
Reilly’s primary operational challenge will be reversing the decline in guest spending. Third-quarter 2025 metrics highlight the issue:
- Attendance: Increased slightly by 1% to 21.1 million guests.
- Per-capita spending: Fell 4% to $59.08.
- Admissions spending: Dropped 8% to $31.48.
The decline stems in part from a shift in the attendance mix toward season-pass holders, who typically spend less per visit, and fewer single-day visitors, who pay higher ticket prices. To reverse this, Six Flags needs to restore a more premium guest experience.
The company plans to reallocate capital toward guest-facing initiatives — new rides, improved food options, and better park aesthetics — while cutting administrative costs. That approach supports the merger’s original target of $200 million in savings within two years, a goal still attainable despite slower-than-expected integration.
Marketing will also be revamped to modernize the brand and attract younger guests. One example is a partnership with NFL star Travis Kelce, intended to leverage his cultural relevance and help reposition the chain away from a discount image.
Early signs of traction include a 3% increase in 2026 season-pass revenue year-over-year, achieved despite a 5% increase in average pass price. That suggests guests are willing to pay more when they perceive an improved experience.
A New Era for FUN: Can Six Flags Deliver?
John Reilly’s appointment ends a period of pronounced uncertainty. With leadership in place, a refreshed financial baseline after the impairment, and a clear operational mandate, the company is positioned to pursue a recovery.
The path forward will still be challenging: Reilly must manage a heavy debt load and complete a complex merger integration that has proven tougher than anticipated. Nevertheless, the market’s upbeat response indicates the current share price may present a rare value opportunity. The combination of a low entry price, substantial analyst upside, and support from activist investors creates a favorable risk-reward profile for patient investors. The Reilly era may be the company’s best chance yet to realize the potential of the combined enterprise.
Thank you for subscribing to Earnings360, a morning newsletter that summarizes quarterly earnings for public companies that trade on U.S. markets.
This email communication is a paid sponsorship for True Market Insiders, a third-party advertiser of Earnings360 and MarketBeat.
If you have questions or concerns about your newsletter, don’t hesitate to email MarketBeat’s U.S. based support team at contact@marketbeat.com.
If you no longer wish to receive email from Earnings360, you can unsubscribe.
© 2006-2025 MarketBeat Media, LLC. All rights protected.
345 North Reid Place #620, Sioux Falls, S.D. 57103. U.S.A..
Check This Out: What a Former CIA Agent Knows About the Coming Collapse (From Advantage Gold)
