Marriott Vacations Worldwide Corp at JPMorgan Gaming, Lodging, Restaurant & Leisure Management Access Forum Transcript

Feb 11, 2024

Mar 12, 2021 / 02:30PM GMT
Brandt Antoine Montour - JPMorgan Chase & Co, Research Division - Analyst

Good morning, everyone. This is Brandt Montour with JPMorgan. I'm very happy to have with us here the team from Marriott Vacations. We have CFO, John Geller; as well as Neal Goldner, who heads up Investor Relations there.

Just a reminder to everybody, this is a 35-minute session. We will have time at the end for questions. Please post your questions on the conference website, and I'll get to them at the end.

Guys, maybe we could just dive right in.I think earlier this week, there was an announcement from Hilton Grand Vacations doing an acquisition of privately held Diamond Resorts, the largest independent timeshare operator. Just wanted to get your thoughts on how this might change the competitive environment, the competitive landscape within timeshare? And then also just your thoughts on their strategic rationale?

Questions and Answers:

John E. Geller - Marriott Vacations Worldwide Corporation - President & CFO

Sure. Yes. In terms of the competitive

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