Mike Brown
๐ค SpeakerAppearances Over Time
Podcast Appearances
But, you know, if I could just step back a second, the key to our success is whatever we do, we execute against it and we deliver on what we promised the street.
And that success allows us more and more access to more and more brands.
So I would expect that to allow us to move into these spaces that we currently aren't in.
Well, I would say my personal sentiment and what I'm seeing in our business is very similar to what it was 30 days ago, which was there's still uncertainty out there, which causes us to be looking intently every day with any metric internally that would signal the economy is going one way or the other.
30 days on from our earnings call, I would say that our performance and our outlook on the economy looks very similar than it did at the end of October when we reported.
Our leisure travel demand is looking good for Q4.
With the sound that the shutdown is coming to an end, I was starting to worry that we might start to see changes in behavior between air and drive-to traffic.
We have not.
And in fact, it looks like our 25 bookings here in Q4 are at or slightly above where they were last year.
And we haven't seen a dramatic change.
We've seen ever so slightly the change from fly to drive to, but I'm really confident that it hadn't gone on another week or two.
into the Thanksgiving season, we would have saw a noticeable shift of people in New York saying, look, let me just get to a drive-to destination as opposed to flying to Orlando.
I don't want to deal with the hassle with my free time.
Fortunately, it looks as if we will avoid that.
But at this point, we have not seen an indication that that has caused a change in leisure travel.