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00:00
Feb 19
Michael Brown CEO, Travel + Leisure Bloomberg Markets
Travel + Leisure (TNL) sees no abatement in demand; high-income consumers ($100k+) are resilient. Booking (BKNG) beat gross bookings estimates. Despite macro noise, the "experience economy" is sticky. Timeshare owners (TNL) have prepaid, making them recession-resistant. The "Barbell Economy" favors premium travel providers as the wealthy continue to spend. LONG Travel names catering to the upper-middle class. A sharp rise in unemployment affecting the upper-middle class.
TNL 1ST
18:37
Dec 29
@bkclaims
The tweet
TNL

About TNL Analyst Coverage

Buzzberg tracks TNL (Travel + Leisure Co.) across 2 sources. 1 bullish vs 0 bearish calls from 2 analysts. Sentiment: predominantly bullish (50%). 2 total trade ideas tracked.