Travel+Leisure Co (NYSE:TNL)
$ 45.46 -0.06 (-0.13%) Market Cap: 3.24 Bil Enterprise Value: 8.68 Bil PE Ratio: 8.37 PB Ratio: 0 GF Score: 85/100

Travel + Leisure Co at JPMorgan Gaming, Lodging, Restaurant & Leisure Management Access Forum Transcript

Mar 11, 2021 / 02:30PM GMT
Release Date Price: $62.46 (-0.29%)
Joseph Richard Greff;Michael D. Brown<
JPMorgan Chase & Co, Research Division - MD

Good morning, everyone, and I'd like to welcome to JPMorgan's 2021 Gaming, Lodging, Restaurant & Leisure Management Access Forum. Mouthful there. I'd like to welcome Michael Brown, CEO of Travel + Leisure; and Mike Hug, CFO of Travel + Leisure to this morning's fireside chat session.

Welcome, guys, and thank you again for your attendance. I know you're veterans of this conference. More so in the past when we were in person. Good news, though, is I think we're going to have this next conference in September in person. So look forward to seeing everybody in person.

Last night, you guys posted in an 8-K filing an updated investor slide deck, and I thought what we thought was incremental and new, I guess, is sort of the bookings update your Slide 7, maybe that's a good starting point for us to kind of lead this discussion of your updated priorities and strategic imperatives. But can we just talk about sort of the bookings update, which is incredibly encouraging, but please discuss.

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