From the street perspective, I think we always see some new people. What we hear from all our leaders is, again, everything is so expensive today. When you hire people, the benefits are really expensive. If you put them on the road, car expenses are very expensive. I think our view is, you know, continue to use technology to free our team up. And I think that it's going, you know, more and more into, you know, what I call a team cell.

Feb 14, 2024 / CEO / receipt, needs a key / Chris Pappas, CEO | earnings call 2024-02-14 | transcript f4059b72-ddca-4eee-a952-aa646b8f4b10 | chars 21526-21964 | segment 22

The third quarter business activity improves sequentially within the quarter, following a softer than expected July and August, primarily due to the placement of the Fourth of July holiday observed higher than anticipated overseas travel.

Nov 1, 2023 / CEO / receipt, needs a key / Chris Pappas, CEO | earnings call 2023-11-01 | transcript cd5dbc03-56d5-40c4-b171-be308f8341f9 | chars 2235-2473 | segment 2

All we kept hearing from our better customers were their customers were in Europe. So it was still that revenge travel, I think. You look at all the airlines and everything that was happening at the airports with the unbelievable exodus of Americans going to Europe and everywhere else they were going. So We felt it was just still a rebalancing from COVID, what we felt we saw during the summer. And as we started getting into September, we saw a big normalization again of, you know, what kind of forecast we had. And it continued into October and hopefully it continues for the rest of the year. And it's going to be a pretty strong season.

Nov 1, 2023 / CEO / receipt, needs a key / Chris Pappas, CEO | earnings call 2023-11-01 | transcript cd5dbc03-56d5-40c4-b171-be308f8341f9 | chars 37548-38191 | segment 37

And we're really pleased to see that, you know, spending continued and, you know, A lot of events finally are happening. A lot of conferences are happening, and business travel is picking up. So we're very pleased to see how the new year started.

Feb 15, 2023 / CEO / receipt, needs a key / Chris Pappas, CEO | earnings call 2023-02-15 | transcript c9a46f2a-6b8c-495b-8a75-9362d790d5ff | chars 16595-16841 | segment 16

And although we've stopped kind of officially reporting our percentages compared to 2019, we're still trending above 2019 as prices have remained firm and volume is starting to build back. We're still missing, obviously, the travel-related and hospitality-related volume. As we mentioned when we provided our guidance earlier in the year, We don't expect that to be fully back until the end of 22 and into 23, so there's a lot of upside in the future from that business coming back as we haven't even modeled that in to our guidance for 22.

Feb 9, 2022 / CEO / receipt, needs a key / Chris Pappas, CEO | earnings call 2022-02-09 | transcript dfc89b04-760e-4d8e-b065-150cdbb66184 | chars 13387-13927 | segment 13

My position is telling the troops start hiring, start interviewing. I think it's going to be an extremely busy spring, summer, and hopefully just going to continue to build because of all the pent-up demand. What we're seeing is people want to get out. We're seeing shows, booking. We're seeing a lot of bookings for... you know, events and hospitality. So I think today New York just announced that they're getting rid of their mask mandates. You know, they're looking at the requirement for vaccines, you know, to show them to get into restaurants. So we're really optimistic that, you know, a big sense of normality is coming back. And what we're seeing in the warmest states and people that are starting to travel again, we're seeing no hold back in spending.

Feb 9, 2022 / CEO / receipt, needs a key / Chris Pappas, CEO | earnings call 2022-02-09 | transcript dfc89b04-760e-4d8e-b065-150cdbb66184 | chars 22181-22944 | segment 22

Continued modest growth in travel, office building and college-related markets combined with favorable fall weather led to moderate week-over-week sales progress during October.

Oct 27, 2021 / CEO / receipt, needs a key / Chris Pappas, CEO | earnings call 2021-10-27 | transcript b1d69ccb-545b-4d53-902e-8f4562c92ceb | chars 4838-5015 | segment 4

In terms of looking forward, we have, since this pandemic, thing began, have internally modeled a very gradual build back in the hospitality travel, business travel, and that type of business activity, whether it's cruise lines or international travel coming back to the big cities.

Oct 27, 2021 / CEO / receipt, needs a key / Chris Pappas, CEO | earnings call 2021-10-27 | transcript b1d69ccb-545b-4d53-902e-8f4562c92ceb | chars 11416-11698 | segment 11

While difficult to predict at this point, there are observed expectations that the return to office buildings in certain large urban markets and continued growth in travel and hospitality could lead to additional industry growth as we move into the fall months.

Jul 28, 2021 / CEO / receipt, needs a key / Chris Pappas, CEO | earnings call 2021-07-28 | transcript d9723a87-45b8-4b9e-b87f-f09f33d8bc89 | chars 5040-5301 | segment 5