Travel+Leisure Co (LTS:0M1K)
$ 58.15 0 (0%) Market Cap: 3.45 Bil Enterprise Value: 8.84 Bil PE Ratio: 8.58 PB Ratio: 0 GF Score: 72/100
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Travel + Leisure Co at Morgan Stanley Global Consumer & Retail Conference Transcript

Dec 06, 2023 / 08:00PM GMT
Release Date Price: $58.15
Stephen White Grambling
Morgan Stanley, Research Division - Equity Analyst

Everybody, thank you for sticking with us. Next up, we have Travel and Leisure. I'm joined by CEO, Mike Brown and -- Michael Brown; and CFO, Mike Hug.

Questions & Answers

Stephen White Grambling
Morgan Stanley, Research Division - Equity Analyst

I think this is the first time that we've had you at this particular conference, I might be wrong. But for those that are less familiar with the business, I would love for you to just walk through the key drivers of Travel and Leisure, you could start with the industry, but focus on your business in particular?

Michael D. Brown;Leisure Co.;CEO
Travel;President & Director

+- -

Yes. Just to maybe get the context out there is we will do over $900 million of EBITDA this year. It's a current consensus. And we're 70% vacation ownership, timeshare business as well as about 30% exchange, which is that business connects other timeshare companies and

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