portfolio strategy

Madrid, Friday, 5 December 2025.
After divesting its US business earlier this year, Parques Reunidos has pivoted to an organic growth plan centred on Europe, reallocating capital to infrastructure, guest-experience upgrades and selective greenfield and brownfield projects. The group has identified eight high-potential parks — including Parque Warner Madrid and Movie Park Germany — as primary development targets, signalling tighter regional scale and standardized operating models. The most intriguing fact: Parques Reunidos reported a revenue margin above 31% in 2024, giving the company headroom to accelerate European capex without external leverage. For retail and supplier partners, expect near-term increases in procurement demand, more centralized KPIs and opportunities to pilot products and accommodation concepts (themed lodges, premium experiences) at busy sites like Tropical Islands. Investors should watch for targeted M&A to consolidate Iberian and Western European positions and a sharper focus on margin optimisation, sustainability-aligned investments and premiumisation strategies that drive close-to-home yield.

Madrid, Tuesday, 14 October 2025.
Paramount has accelerated a global licensing push, striking strategic themed-experience deals with Parques Reunidos and Merlin Entertainments that signal a shift from owning assets to monetizing IP. Earlier this year Parques Reunidos confirmed a long-term Paramount partnership while selling its U.S. Palace Entertainment arm to Herschend to redeploy capital toward licensed projects; Merlin is developing the UK’s first PAW Patrol land and expanding Peppa Pig and other Paramount-driven offerings into U.S. footprints. The most intriguing fact: operators are intentionally recycling physical assets to fund rapid IP rollouts, turning studio brands into a scalable, lower-capital route to family visitation gains. For retail and onsite commerce teams this means tighter alignment between master-planning, themed retail assortments, price architecture and capacity-led merchandising—plus new license-fee economics, sustainability and accessibility obligations that will affect lifetime cost models and per-capita revenue forecasts.