One notable area of strength in the economy continues to be leisure travel, and the steps we've taken to expand our sales reach and adjust our promotions are enabling us to capitalize on this.

Feb 27, 2025 / CEO / receipt, needs a key / John Geller, CEO | earnings call 2025-02-27 | transcript 416f6a9d-4f08-40c6-aa1f-f8388528ce3a | chars 1877-2069 | segment 1

International inbound travel to the U.S. continues to recover and is expected to approach pre-pandemic levels this year.

May 7, 2024 / CEO / receipt, needs a key / John Geller, CEO | earnings call 2024-05-07 | transcript f84eec85-223a-4364-b7d7-2ca2c7c727e4 | chars 5028-5148 | segment 5

We are also seeing changes in travel patterns, with more Americans vacationing overseas this year, which has not been fully replaced by inbound international travelers. This shift negatively impacted sales and rentals in our higher end U.S. travel destinations like Hawaii.

Aug 3, 2023 / CEO / receipt, needs a key / John Geller, CEO | earnings call 2023-08-03 | transcript 71b504d9-6fc9-4adc-8f3f-203164cbc710 | chars 3430-3703 | segment 3

However, we benefited from the increase in international travel as our European and Asian contract sales grew 56 percent.

Aug 3, 2023 / CEO / receipt, needs a key / John Geller, CEO | earnings call 2023-08-03 | transcript 71b504d9-6fc9-4adc-8f3f-203164cbc710 | chars 3704-3825 | segment 3

Looking ahead, consumers are prioritizing spending on travel over other categories, and booking intentions for both domestic and international travel have remained strong. That's obviously good for our business.

May 4, 2023 / CEO / receipt, needs a key / John Geller, CEO | earnings call 2023-05-04 | transcript acd6594a-1cdb-44cb-b011-ea5b9c3a3253 | chars 9518-9729 | segment 9

As we look forward, despite... the uncertain economic outlook, I believe we're in a great position to continue to benefit from the growth and leisure travel in 2023 with our products in high demand and our investments in brands and digital initiatives supporting that growth.

Feb 23, 2023 / CEO / receipt, needs a key / John Geller, CEO | earnings call 2023-02-23 | transcript d5363244-d8ad-4e1b-ac39-a08889b51df2 | chars 18123-18398 | segment 18