2009-11-23: Travel and Leisure--Airlines, Hotels, Resorts, Cruise Lines, and Restaurants Report
13 leading Analysts; and top management from 12 Sector Firms
examine this vital industry in this 137 page report from The Wall Street Transcript.
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High Notes & Hurdles for Lodging & Cruise Stocks Felicia Hendrix - Barclays Capital
A 'New Normal' for Restaurants Matthew Difrisco - Oppenheimer & Co. Inc.
Outlook on the Restaurant Space Nicole Miller Regan - Piper Jaffray
A Future for Legacy Carriers Kevin Crissey - UBS Investment Research
Baked-In Recovery In Hotel Stocks Chris Woronka - Deutsche Bank
Near-Term Risk in Hotel Stocks David Loeb - Robert W. Baird & Co.
Leaders & Laggards in the Restaurant Sector Sharon Zackfia - William Blair & Company
Navigating Casual and Fast-Casual Dining Rachael Rothman - Wedbush Securities
Investing in Airlines Helane Becker - Jesup & Lamont
Outlook on Leisure Travel Sharon Zackfia - William Blair & Company
A Balancing Act: Low-Cost & Network Carriers Michael Derchin - FTN Equity Capital Markets Corp.
The Airline Space: Regional Vs. International David Silver - Wall Street Strategies
Traffic & Cost Trends in the Restaurant Space David Tarantino - Robert W. Baird & Co. Inc.
CEO Interviews (average 2,500 words): top management from 12 Sector Firms examine the outlook for its company and its sector. Firms interviewed include: Alaska Air Group, Inc., American Airlines, Inc., Burger King Corp., Famous Dave's of America, Inc., Great Wolf Resorts, Inc., Host Hotels & Resorts, Inc., MHI Hospitality Corporation, Royal Caribbean International, Sonesta International Hotels Corp, Spicy Pickle Franchising, Inc., UFood Restaurant Group, Inc., and Vail Resorts, Inc.
Topics covered: Consumer Traveler Spending - U-Shaped Recovery in Restaurant Sector - Low-Cost and Network Airlines - Airline Carriers and Online Travel Agencies - Hotel Occupancy Rates - Improvement in Transportation Sector - Upscale Casual and Fast Casual Restaurants - Near-Term Risk in Hotel Space - Fuel Prices a Universal Concern - Restaurant Industry Stability - Increased Consolidation in Airline Industry - Firming of Traffic Trends in Restaurant Space
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Companies covered: Vail Resorts, Inc. (MTN); Air France-KLM (AFLYY); AirTrans (AAI); Alaska Air Group (ALK); Allegiant Travel Group (ALGT); American Airlines (AMR); Applebee's (APPB); Ashford (AHT); BJ's Restaurants (BJRI); Boeing (BA); Brinker (EAT); British Airways (BAY); Buffalo Wild Wings (BWLD); Burger King Corp (BKC); California Pizza Kitchen (CPKI); Carnival (CCL); Cheesecake Factories (CAKE); Chipotle Mexican Grill (CMG); Choice (CHH); Continental Airlines (CAL); Darden (DRI); Delta Airlines (DAL); Denny's (DENN); DiamondRock (DRH); Domino's Pizza (DPZ); Expedia (EXPE); Famous Dave's (DAVE); FelCor (FCH); Gaylord Entertainment (GET); Great Wolf Resorts (WOLF); Green Mountain (GMCR); Hawaiian Holdings (HA); Home Inns & Hotels (HMIN); Hospitality Properties Trust (HPT); JetBlue Airlines (JBLU); LaSalle Hotel Properties (LHO); Lufthansa (LHA); MHI Hospitality Corporation (MDH); Marriott (MAR); McDonalds (MCD); Mesa (MESA); Morton's Steakhouse (MRT); National Business Travel Association (NBTA); National Mediation Board (NMB); Orbitz (OWW); P.F. Chang's (PFCB); Panera Bread (PNRA); Peet's (PEET); Priceline (PCLN); Republic Airlines (RJET); Royal Caribbean Cruise Lines (RCL); Royal Caribbean International (HST); Ruby Tuesday (RT); Ruth's Chris Steakhouse (RUTH); Sonesta (SNSTA); Sonic (SONC); Southwest Airlines (LUV); Spicy Pickle (SPKL.OB); Starbucks (SBUX); Starwood Hotels (HOT); Strategic (BEE); Sunstone (SHO); Texas Roadhouse (TXRH); UFood (UFFC.OB); US Air (LCC); United Airlines (UAUA); Wyndham (WYN)
