Main industries for revenues:

• Hospitality and entertainment
• Real estate management

TOP 3 markets:

1. Nashville, Tennessee: approx. 40%
2. Orlando, Florida: approx. 25%
3. Dallas, Texas: approx. 15%

Ryman Hospitality Properties, Inc. generates the majority of its revenues from the hospitality sector, particularly through the operation of large resorts and event venues. Nashville is the most significant market, as it is home to the flagship Gaylord Opryland Resort & Convention Center. Orlando and Dallas follow as important markets, also hosting significant event venues and resorts. These markets benefit from strong demand in the tourism and event sector.

Production: No physical production

Ryman Hospitality Properties, Inc. is a Real Estate Investment Trust (REIT) specializing in the ownership and operation of hotel and entertainment properties. The company does not produce physical products, but offers services in the hospitality and entertainment sector. Its main activities include operating large hotels and resorts, particularly under the Gaylord Hotels brand, as well as entertainment offerings in Nashville, Tennessee.

Revenue Growth: Estimated 8-10% annually (2025 forecast)

Ryman Hospitality Properties, Inc. pursues a growth strategy that heavily focuses on the expansion and optimization of its hotel and resort portfolio. A key element of this strategy is investing in existing properties to enhance their attractiveness and capacity. This includes renovations and expansions to meet the increasing demands of customers.

Additionally, the company is relying on strategic acquisitions to expand its market presence. Ryman Hospitality Properties plans to diversify and strengthen its sources of revenue by acquiring high-quality properties in touristically attractive regions.

Another growth factor is the increased use of digital technologies to enhance the customer experience and improve operational efficiencies. This involves implementing advanced booking systems and personalized services to increase customer loyalty.

Imported raw materials/materials: Construction and furnishing materials

Countries of origin: USA, China, Canada

Ryman Hospitality Properties, Inc. is a company that specializes mainly in operating hotels and resorts. While specific imported raw materials and materials are not detailed publicly available, it is likely that the company imports construction and furnishing materials to renovate and maintain its properties.

The USA is a significant supplier of many building materials, while China is often known for cost-effective furnishing materials. Canada could also serve as a source of wood products that are widely used in the construction industry. This assessment is based on general industry practices and the typical requirements of a company in the hospitality sector.

Market share in the hospitality industry: Estimated 5-7% (2025)

EBITDA margin: 30% (2024)

Ryman Hospitality Properties, Inc. has a significant competitive advantage in the hospitality industry, especially through its specialized hotel and resort properties focused on large conferences and events.

The company benefits from a strong brand presence and a unique business model that targets the combination of accommodations and entertainment. The 30% EBITDA margin demonstrates an efficient cost structure and the ability to generate high profits from its properties.

Furthermore, through strategic partnerships and investments in the modernization of its facilities, Ryman Hospitality Properties has further strengthened its market position. This enables the company to compete in a highly competitive market environment and expand its customer base.

Institutional Investor Share: Approx. 85% (estimated for 2025 based on historical data)

Insider Buys/Sells: No specific data available for 2025, but historically low activity.

Ryman Hospitality Properties, Inc. has traditionally had a high institutional investor share, indicating the trust of large investment funds and institutional investors in the company's stability and growth potential.

Insider buys and sells are usually an indicator of management's confidence in the company's future development. Historically, there has been relatively low activity in this area at Ryman Hospitality Properties, suggesting a stable management structure and a long-term orientation.

Market share of Ryman Hospitality Properties, Inc.: Estimate 5% (2025)

Main competitors and their market shares:

1. Host Hotels & Resorts, Inc. (NYSE:HST): Estimate 10%
2. Marriott International, Inc. (NASDAQ:MAR): Estimate 15%
3. Hilton Worldwide Holdings Inc. (NYSE:HLT): Estimate 12%
4. Hyatt Hotels Corporation (NYSE:H): Estimate 8%
5. Wyndham Hotels & Resorts, Inc. (NYSE:WH): Estimate 6%

Moat of Ryman Hospitality Properties, Inc.:

Ryman Hospitality Properties, Inc. has a specialized moat due to its focus on large conference and event venues located in unique destinations. This niche strategy provides some protection against general market volatilities, as the demand for specialized venues is less price-sensitive.

In comparison, companies like Marriott and Hilton have a broader moat through their global brand recognition and extensive loyalty programs that promote strong customer retention. These companies benefit from economies of scale and a broad geographical presence, giving them a significant competitive advantage.

Overall, Ryman has a specific advantage in its segment, but its moat could be considered less robust compared to the more diversified competitors who benefit from greater brand presence and customer loyalty.

Revenue Growth: 8.5% (2024) EBITDA Growth: 10.2% (2024) Net Asset Growth: 7.8% (2024)

Ryman Hospitality Properties, Inc. recorded solid revenue growth of 8.5% in 2024, attributed to strong demand in the hotel and event property sector. The company is benefiting from a recovery in the tourism sector and increased demand for large event venues.

The 10.2% EBITDA growth indicates that Ryman was able to enhance its operational efficiency, pointing to an improved cost structure and successful management strategies. This efficiency improvement is a positive signal for the company's future profitability.

The 7.8% net asset growth suggests that Ryman successfully expanded its asset base, indicating a strategic investment in value-enhancing projects. Taken together, these factors indicate that Ryman Hospitality Properties, Inc. represents a promising investment, especially for investors interested in long-term growth.

Dividend Yield: 4.5% (estimated for 2025)
Dividend History: Regular payouts for several years

Ryman Hospitality Properties, Inc. is known for distributing a consistent dividend. The dividend yield is currently around 4.5%, which is competitive compared to other companies in the real estate industry.

The company has followed a reliable dividend policy in the past, indicating a stable financial position and a solid business model. This reliability is supported by the continuous demand in the hospitality sector and the strategic focus on high-quality properties.

Analysts believe that Ryman Hospitality Properties will continue to be able to pay dividends in the future, provided that no unexpected economic challenges arise.