SEAT Forecast


Bullish Case: Vivid Seats could benefit from a rebound in live events post-pandemic, with increasing demand likely driving higher ticket sales. The focus on experiences among younger consumers supports this trend, implying a potential upside for SEAT.


Bearish Case: Economic uncertainty may hinder discretionary spending, impacting ticket sales negatively. Additionally, competition from other entertainment options could dilute Vivid Seats' market share, leading to further price declines for SEAT.


Potential Outcomes:

1. Economic recovery boosts ticket sales (40% chance).

2. Inflation curtails discretionary spending (30% chance).

3. Increased competition from new ticketing platforms (20% chance).

4. Regulatory changes affecting resale markets (10% chance).


Trading Oracle: Consider bullish debit spreads, such as buying SEAT 5.00 calls and selling 7.50 calls for a 6-month horizon. This strategy captures upside due to expected volatility in ticket demand while limiting downside risk. High implied volatility increases premium capture, enhancing profitability.


July 26, 2024


Vivid Seats Forecast

SEAT      Vivid Seats











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