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    Meredith Prichard Jensen • HSBC

    Meredith Prichard Jensen's questions to Viking Holdings Ltd (VIK) leadership

    Meredith Prichard Jensen's questions to Viking Holdings Ltd (VIK) leadership • Q1 2025

    Question

    Meredith Prichard Jensen asked about Viking's business outside of Europe, including expeditions and Asia, and its impact on seasonality. She also inquired about the operational and environmental benefits of the new hydrogen-powered Viking Libra.

    Answer

    Chairman and CEO Torstein Hagen highlighted growth opportunities in China, the established Mississippi product, expansion in Egypt, and the well-received Expedition product. Regarding the Viking Libra, he explained it will use hydrogen fuel cells for 'true zero emission' capability, particularly in sensitive areas like Norwegian fjords. He added that the new design is slightly longer, allowing for more cabins and providing an economic benefit.

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    Meredith Prichard Jensen's questions to Viking Holdings Ltd (VIK) leadership • Q1 2025

    Question

    Meredith Prichard Jensen asked for details on Viking's business outside of Europe, including expeditions and Asia, and its impact on seasonality. She also requested more information on the new hydrogen-powered ship, the Viking Libra, and its operational benefits.

    Answer

    Chairman and CEO Torstein Hagen detailed growth initiatives beyond Europe, including a unique product for the Chinese market, expansion in Egypt, a new vessel in India, and the 'extremely well received' expedition product. Regarding the Viking Libra, he explained its hydrogen fuel cells enable true zero-emission operations in sensitive areas and that its slightly longer design adds more cabins, improving its economics.

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    Meredith Prichard Jensen's questions to Viking Holdings Ltd (VIK) leadership • Q4 2024

    Question

    Meredith Prichard Jensen asked about potential new land-based products to increase wallet share and what future technology investments are planned to enhance direct customer interaction and booking.

    Answer

    Chairman and CEO Torstein Hagen indicated that the company will likely remain focused on ship-based experiences to maintain product control and scale, citing the expedition and Egypt offerings as successful expansions. He confirmed that significant future investments are planned for marketing technology, online booking, and website interaction to maintain a competitive edge, while dismissing gimmicky onboard tech.

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    Meredith Prichard Jensen's questions to Viking Holdings Ltd (VIK) leadership • Q3 2024

    Question

    Meredith Prichard Jensen asked for details on purchasing trends for optional shore excursions compared to the past, including variations by product and geography. She also asked if the average cruise duration for Ocean and River itineraries remains consistent.

    Answer

    EVP of Finance Linh Banh confirmed that trends for purchasing optional shore excursions and pre/post-cruise land extensions remain strong, as guests seek to augment their experiences. She noted that guests who purchase these add-ons tend to have slightly higher satisfaction scores. Banh also confirmed that the average cruise lengths remain consistent, with Ocean at about 10-11 nights and River at 7-8 nights.

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    Meredith Prichard Jensen's questions to Choice Hotels International Inc (CHH) leadership

    Meredith Prichard Jensen's questions to Choice Hotels International Inc (CHH) leadership • Q1 2025

    Question

    Meredith Prichard Jensen asked about trends in length of stay and booking windows, given the mix of business and extended-stay guests. She also inquired about international expansion opportunities, including the potential for conversions, consolidation, or M&A.

    Answer

    CEO Patrick Pacious noted that booking windows have contracted but that their business travel segment (construction, logistics) actually has a longer length of stay. CFO Scott Oaksmith confirmed this, stating that stays of 14+ nights increased by 5 percentage points year-over-year. On international strategy, Pacious described it as an exciting growth area, highlighting opportunities in the Caribbean and Latin America via the Radisson brands and extended-stay potential in Canada.

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    Meredith Prichard Jensen's questions to Choice Hotels International Inc (CHH) leadership • Q4 2024

    Question

    Meredith Prichard Jensen from HSBC inquired about the brand formats for upcoming owned hotel openings, the company's management strategy for these assets, and whether the growing corporate travel mix could alter the business's historical seasonality.

    Answer

    CEO Patrick Pacious clarified that Choice does not intend to grow its management business, which was acquired with Radisson, and primarily uses third-party managers for its owned assets. CFO Scott Oaksmith specified that two Everhome Suites and two Cambria hotels are expected to open in 2025. Regarding seasonality, Oaksmith acknowledged that more business travel could eventually even out quarterly performance but advised no change to modeling assumptions for 2025, as Q2 and Q3 are expected to remain the strongest.

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    Meredith Prichard Jensen's questions to Choice Hotels International Inc (CHH) leadership • Q3 2024

    Question

    Meredith Prichard Jensen asked for the company's long-term vision for its chain scale mix over the next five years and also inquired about the fee structure for international pipeline additions.

    Answer

    CEO Patrick Pacious outlined a strategy aligned with macro trends like retirements and infrastructure spending, highlighting significant growth in the extended-stay segment. For international, he explained the fee structure varies, with direct franchising in markets like EMEA yielding higher royalty rates than master franchise agreements in other regions.

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    Meredith Prichard Jensen's questions to Wyndham Hotels & Resorts Inc (WH) leadership

    Meredith Prichard Jensen's questions to Wyndham Hotels & Resorts Inc (WH) leadership • Q4 2024

    Question

    Meredith Prichard Jensen asked about the evolution of booking windows and length of stay, considering the mix of leisure, infrastructure, and extended-stay demand, and how trends compare to the recent past.

    Answer

    CEO Geoffrey Ballotti confirmed that length of stay continues to increase, up 140 basis points in the quarter, and leisure demand remains strong, with weekend RevPAR up 3% (ex-hurricane). He noted that this strength continued through holiday periods and into January, while infrastructure demand is driving significant share gains during the midweek.

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    Meredith Prichard Jensen's questions to Wyndham Hotels & Resorts Inc (WH) leadership • Q3 2024

    Question

    Meredith Prichard Jensen asked about internal targets for technology-driven merchandising and requested more detail on the drivers of ancillary fee growth, particularly the co-branded credit card.

    Answer

    CEO Geoffrey Ballotti did not provide specific targets but highlighted that technology is driving record loyalty enrollments and direct bookings. CFO Michele Allen confirmed the credit card program is the largest ancillary growth driver, fueled by initiatives like Wyndham Business. She noted numerous opportunities exist across partnerships and on-property technology, like Wyndham Connect, which is already generating incremental revenue for franchisees.

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