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Brandt Antoine Montour

Brandt Antoine Montour

Director and Senior Equity Research Analyst at Barclays PLC

New York, NY, US

Brandt Antoine Montour is a Director and Senior Equity Research Analyst at Barclays Bank PLC, specializing in the U.S. leisure, travel, and gaming sectors. He covers a range of prominent public companies within these industries, regularly providing analysis on firms such as Marriott Vacations Worldwide and Boyd Gaming, and is recognized for his detailed insights on management strategy and market access agreements. Montour has developed his expertise at Barclays and is known for his depth of sector knowledge, although specific published performance metrics or platform rankings are not disclosed. He holds professional credentials pertinent to his analyst role, including relevant securities licenses required for equity research in major investment banks.

Brandt Antoine Montour's questions to Churchill Downs (CHDN) leadership

Question · Q3 2025

Brandt Antoine Montour asked about the ramp-up of The Rose property, expectations for margin improvement into next year, and any concerns regarding the ongoing government shutdown discussions in Washington D.C. impacting the market.

Answer

CEO Bill Carstanjen expressed satisfaction with The Rose's progression, anticipating improving margins as win per unit increases, despite ongoing heavy marketing investment. He noted no discernible impact from government shutdown discussions due to the large, dynamic Washington D.C. MSA.

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