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    Jonathan on for Tyler Batory

    Research Analyst at Oppenheimer

    Tyler Batory is an Executive Director in Equity Research at Oppenheimer, specializing in the homebuilding and building products sector, where he covers prominent companies such as Beazer Homes USA and others. He is known for providing in-depth analysis and timely investment recommendations, including performance-critical updates that reflect rigorous examination of sector and company-specific metrics. Batory began his research analyst career at Janney, where he served as Director of Equity Research before joining Oppenheimer in New York City. He holds recognized professional credentials, including securities licenses and FINRA registration, underscoring his expertise and standing in the investment research community.

    Jonathan on for Tyler Batory's questions to VVI leadership

    Jonathan on for Tyler Batory's questions to VVI leadership • Q1 2024

    Question

    Asked for an update on GES's path to recovering pre-pandemic square footage and the sustainability of its pricing power. Also inquired about real-time booking trends for Pursuit and any signs of consumer weakness, as well as future expansion plans for FlyOver.

    Answer

    The executive stated that GES's square footage recovery is on track to continue through 2025, and pricing power remains strong, expected to continue in the mid-single digits. For Pursuit, there are no signs of consumer weakness; booking trends are strong. Regarding FlyOver, the Toronto project is progressing, but the current focus is on existing locations and organic growth opportunities rather than new market expansion.

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