Simon Lehmann

speaker
4,796 appearances 22 recordings 1 series first heard Mar 2026 last heard 11 Aug

Simon Lehmann’s voice in public audio — every appearance, attributed to the second.

Trend

recordings per month · last 12 months
5 · Jun OctJan 26AprJulnow

Recordings per month over the last 12 months — 22 in all, peaking in Jun 2026 with 5.

Appearances

newest first · ▶ plays the moment
So that's exactly the point I wanna touch on here.
I mean, yes, we can push back in unique counts and understand that's still an extremely m important uh mark, but you already addressed some of the points.
I mean
You know, growth is only uh as good as your utilization of your ex the existing suppliers as well.
And what you can do with your supply in terms of having positive contribution, glad to hear that.
That's uh something that is totally underestimated.
Unit economics on a on a property level is something that the industry is still not practicing uh in the way it it potentially should.
Also maxing out the opportunity that
property can provide.
In relation to margin uh contribution as well.
So it's not about ADR, it's not about occupancy, it's about RefPAR and unit economics, what a property can provide.
And until you haven't like scored that to the maximum in a way, then it doesn't help you to add more units.
And I think you have a very specific view on that in also looking at auxiliary service uh expansion.
So you actually
get the maximum out of your existing unicants.
So that will then mean that your growth on unicants is actually then becoming second at the second most important piece.
So one thing I wanna go further on is most people you see uh of us say we own our guest relationship, but let's be honest, we're renting them from other platforms and OTAs like Airbnb, Booking Verbal.
And and I would love to know from you how fragile is a business that doesn't own its own demand over time.
I that's something I really want to go deeper in with you and because that makes you in in my viewpoint, having been around the block for more than twenty years in this industry, uh pretty unique, uh Matt, and uh and love to pick your brain on that.
I mean, in in all honesty, loyalty and membership in this space, I would call it a graveyard, right?
Showing 781–800 of 4,796 · page 40 of 240 ← Previous Next →