You're signed outSign in or to get full access.
Vice President and Senior Equity Research Analyst at Barclays
Brandt Montour is a Vice President and Senior Equity Research Analyst at Barclays, specializing in coverage of the leisure and travel sector with a particular focus on cruise lines such as Royal Caribbean Cruises (RCL), Norwegian Cruise Line Holdings (NCLH), and Carnival Corporation (CCL), as well as companies like Travel + Leisure Co. Montour has issued over 500 analyst ratings, maintaining a success rate of approximately 45% and an average return per rating of 5.6%, with his most profitable call being a 180.4% gain on RCL. He joined Barclays in the early 2020s and has quickly established himself as a key voice in U.S. leisure sector research, holding previous roles in equity research within the industry. Montour is FINRA registered and holds appropriate securities licenses, supporting his recognized standing among institutional analysts.
Brant Montour followed up on concerns that the World Cup could impact traffic and high-end travel for Macau and Singapore, asking about historical performance during prior tournaments.
Rob Goldstein, Chairman and CEO, dismissed the concern, stating he doesn't believe the World Cup matters to their business scale, calling it overblown and overrated in the past.
Fintool can predict 
LVS's earnings beat/miss a week before the call
Brant Montour asked if Norwegian Cruise Line's decision to move capacity out of Europe in 2026 would be a tailwind for Viking, or if their customer bases are too distinct to matter. He followed up by asking Tor Hagen to elaborate on 'pressing Viking's advantage' against new river competitors, specifically regarding the overlap in customer segments and Viking's unique strengths like docking sites and ship design.
Tor Hagen, Chairman and CEO, stated that Norwegian's mass-market product does not impact Viking, and while less competition is generally good, Viking focuses on its unique product. He emphasized Viking's significant advantages in docking sites and unique river ship design, which allows for more guests (190 vs. competitors' 160-170) and greater cost efficiency. Tor highlighted Viking's philosophy of designing for cost and efficiency over 'bells and whistles' and providing 'real-life experiences.' Leah Talactac, President and CFO, added that Viking's extensive itineraries across 21 rivers reinforce its dominant market position.
Fintool can predict 
VIK's earnings beat/miss a week before the call
