When a major private equity firm backs Topgolf with over £600 million, it signals serious institutional confidence in the eatertainment space. This kind of backing often creates momentum across the entire sector.
Consumers are increasingly choosing memorable experiences over material purchases. Companies that blend dining with entertainment are perfectly positioned to capture this growing trend and spending shift.
As people return to social activities post-pandemic, eatertainment venues are seeing renewed demand. This group includes both established players and innovative concepts ready to benefit from this recovery.
This basket's total market capitalisation is $79.63B and is anchored by a few very large-cap constituents, giving it a generally stable profile. Large-cap concentration generally means lower overall volatility and closer tracking of broad market moves.
MODG: $1.89B
PLAY: $493.65M
AMC: $1.12B
The recent Topgolf acquisition by Leonard Green & Partners signals major institutional confidence in the 'eatertainment' sector. This trend represents companies that successfully blend dining with engaging social activities, capitalising on consumers' growing appetite for memorable, out-of-home experiences rather than traditional entertainment alone.
This group focuses on the experiential economy - businesses that combine food, entertainment, and social interaction. From modern arcades and bowling alleys to live venues and theme parks, these companies benefit from consumer spending on experiences over material goods. The sector tends to be cyclical and tied to discretionary spending patterns.
Each company was selected for its role in the broader eatertainment ecosystem. Whether they're direct operators like Dave & Buster's, venue owners like Madison Square Garden, or supporting infrastructure providers, all benefit from the growing trend of consumers seeking immersive, social entertainment experiences that go beyond traditional dining or entertainment alone.
Private equity firm Leonard Green & Partners is acquiring a majority stake in Topgolf, signaling a major bet on the future of experiential entertainment. This move could boost the entire 'eatertainment' sector, creating opportunities for companies that combine dining with engaging leisure activities.
Get the full story on this Basket. Read our detailed article on its risks and potential.
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Published on November 19
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Here are a few of the assets in this group. Create an account to unlock the full list.
Use the growth calculator to see how much investing in these assets could return over one year, based on aggregated analyst sentiment provided by Refinitive Ltd.
If you invested across these assets:
In 12 months it might be worth:
+23.95%
On average, analysts expect assets in this group to grow 23.95% over the next year.
10 of 15 assets in this group are rated Buy by professional analysts.
