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RHRHP

What Ryman Hospitality Properties promised, and what happened

Guidance Tracker · every commitment management made on a call, tracked from the quarter it was made

Guidance

What management said, and what became of it

10 of 11 judged targets kept · 8 open · verdicts reflect calls analysed to Jun 2026.

TargetOriginal wordingSaidLatest callVerdict
Full-year 2026 capital expenditure$350 million to $450 millionDec 2025Jun 2026:we now expect to spend approximately $400 million to $500 million in 2026, an increase of about $50 million at the midpoint
Call transcript, Jun 2026 · no direct link
Revised Up
FY27 consolidated adjusted EBITDAre (Investor Day long-range target)$900 million to $1 billionDec 2024Jun 2026:We remain on track to achieve the '27 financial targets we set out in early '24 and we look forward to updating you on our continued progress.
Call transcript, Jun 2026 · no direct link
On Track
Gaylord Opryland sports bar (Foundry Fieldhouse) complex completioncomplete early 2026Sep 2024Mar 2026:In April, we completed the foundry field house ports bar development at Opryland.
Call transcript, Mar 2026 · no direct link
Achieved

A verdict describes what became of management’s own words in later analysed calls. “Delayed” is a change of date, “went quiet” a target the calls stopped mentioning. None of it is a judgement on the investment. The methodology sets out how verdicts are recorded.

The full ledger

Open Ryman Hospitality Properties’s full ledger

A free account opens 5 company ledgers a month. All 19 tracked commitments, with each call’s wording and source.

The rest of the ledger

Pro opens all 19 tracked commitments for Ryman Hospitality Properties

Above is what the last two calls moved. Pro adds every quarter's revision, the source quote behind each one, and the topics management has stopped answering.