| WH: Wyndham - Downward 4Q EBITDA Revisions Largely Reversed If Account for Marketing Overspend Same Way Peers Do; Reiterating Buy Rating
|
WH |
Mollins, Robert |
2020-10-29 |
5 |
| GRUB: Grubhub Inc - Very Strong 3Q Topline Performance – Expect Staying Power w/ Rising Case Counts and Dine-in Restrictions Mounting
|
GRUB |
Mollins, Robert |
2020-10-28 |
4 |
| WH: Wyndham - RevPAR Light but EBITDA Strong; Focus Now Shifting to October Trends and Metrics Needed for Incremental Shareholder Return
|
WH |
Mollins, Robert |
2020-10-28 |
4 |
| HLT: Hilton - Looking for RevPAR Upside w/ 3Q Print & Trends Improving into Oct – Both Needed to Support the Shares at ATH of ~16x ‘22 EBITDA
|
HLT |
Mollins, Robert |
2020-10-27 |
6 |
| CHH: Choice Hotels - Looking for 3Q RevPAR Upside & Improving QTD Trends – Both Needed w/ the Shares Trading at Pre-COVID Valuation Levels
|
CHH |
Mollins, Robert |
2020-10-26 |
5 |
| Airbnb IPO Prep - Home Rental KPIs - Home Rental KPIs Suggest a Favorable Backdrop for Airbnb's Upcoming IPO
|
|
Mollins, Robert |
2020-10-26 |
12 |
| IHG 3Q20 Conference Call Sector Readthroughs - Very Few Positive Readthroughs with IHG Management Forecasting a Muted Industry Recovery in Coming Months
|
|
Mollins, Robert |
2020-10-23 |
5 |
| Accor SA 3Q20 Conference Call Sector Readthroughs - China Recovery Momentum Encouraging; Very Few Positive Readthroughs For Other Markets
|
|
Mollins, Robert |
2020-10-22 |
4 |
| Airbnb, Inc. - ICYMI - A Few Nuggets on Airbnb's 2021 Expectations
|
|
Mollins, Robert |
2020-10-22 |
2 |
| H: Hyatt - Upgrading to Hold; See Balanced Risk/Reward as NT Headwinds are Offset by Best in Class Unit Growth, Solid Liquidity
|
H |
Mollins, Robert |
2020-10-22 |
9 |
| WH: Wyndham - Looking for 3Q RevPAR Upside and QTD Trends Holding Flat Relative to September; Strong Liquidity Position Could = Dividend Raise
|
WH |
Mollins, Robert |
2020-10-19 |
6 |
| Unique Travel Data - Deep Dive - Continue to Favor Leisure-focused, Drive-to Lodging Names
|
|
Mollins, Robert |
2020-10-15 |
23 |
| Forward Looking Booking Data Suggests Stay Defensive - WH and CHH Best Positioned for Decelerating Hotel Searches and Bookings in Coming Months
|
|
Mollins, Robert |
2020-09-30 |
10 |
| Airbnb, Inc. - Planning on Covering Airbnb When it Goes Public? Be Sure to Check in With Your Host, GHRA
|
|
Mollins, Robert |
2020-09-29 |
40 |
| WH: Wyndham - Checking in with Wyndham's New & Improved Mobile App
|
WH |
Mollins, Robert |
2020-09-25 |
7 |
| Fall and Winter Hotel Demand Drivers Outlook - Our Thoughts on Demand Tailwinds and Headwinds Heading into the Fall & Winter Months
|
|
Mollins, Robert |
2020-09-03 |
46 |
| Three-Part Series: Fall & Winter Hotel Demand Drivers Outlook - Part Three: A Closer Look at Potential Demand Tailwind/Headwind Wild Cards Over the Next 6 Months
|
|
Mollins, Robert |
2020-09-02 |
14 |
| Airbnb - ICYMI - A Few Nuggets from Recent Airbnb News Releases: Rural Stays in Vogue this Labor Day Weekend
|
|
Mollins, Robert |
2020-09-02 |
5 |
| Fall & Winter Hotel Demand Drivers Outlook - Three-Part Series - Part Two: A Closer Look at Potential Demand Headwinds Over the Next 6 Months
|
|
Mollins, Robert |
2020-09-01 |
27 |
| Fall & Winter Hotel Demand Drivers Outlook - Three-Part Series - Part One: A Closer Look at Potential Demand Tailwinds Over the Next 6 Months
|
|
Mollins, Robert |
2020-08-31 |
13 |