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TNL Transcript
Travel + Leisure Co. (TNL) Travel + Leisure Co. Presents at Barclays 11th Annual Eat, Sleep, Play, Shop Conference 2025 Transcript
Neutral12-3
Travel + Leisure Co. (TNL) Travel + Leisure Co. Presents at Morgan Stanley Global Consumer & Retail Conference 2025 Transcript
Neutral12-2
Travel + Leisure Co. (TNL) Q3 2025 Earnings Call Transcript
Unknown10-22
The earnings call presents a mixed sentiment. There is strong transaction growth and positive developments in the VOI business, but revenue per transaction decreased, and the Travel and Membership segment remains challenged. The company's financials benefit from improved cost of funds and potential tailwinds, but management's cautious guidance and lack of specific long-term strategies for new brands temper overall optimism. Given the company's market cap, the stock price is likely to remain stable, with a neutral sentiment prevailing over the next two weeks.
Travel + Leisure Co. (TNL) Q2 2025 Earnings Call Transcript
Positive7-23
The earnings call summary indicates strong financial performance, with high adjusted EBITDA and VPG. The company raised dividends and share repurchases, signaling confidence. Q&A insights reveal strategic measures to address challenges, strong customer engagement, and improved credit quality. Despite some unclear responses, the overall sentiment is positive, with expectations of growth through strategic partnerships and new projects. The market cap suggests a moderate reaction, resulting in a positive stock price movement prediction of 2% to 8%.
TNL Report
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