Travelodge - comment

Bonds will be higher on hopes for relief from rises in business rates. The company had said the increase would be

Aengus McMahon22 June 2026TRAVELODGE

Travelodge - comment

The bonds will be softer on the downgrade to Caa1, but with a B- rating at S&P, forced selling will be limited. The rationale for the downgrade is

Aengus McMahon11 June 2026TRAVELODGE

Travelodge - In Line - Model update

Please see our updated analysis here.

We only launched coverage of Travelodge on 19th May, so with the numbers in line with our forecasts, little has changed. Q2 26 has started well with

Aengus McMahon29 May 2026TRAVELODGE

Travelodge - comment

The bonds will be slightly softer today, with expected net cost inflation of 6.5%, which outweighs a decent trading performance (albeit Q1 is seasonally the

Aengus McMahon27 May 2026TRAVELODGE

Travelodge Client Call and Presentation are now available on the website

Travelodge Client Call and presentation are now available on Travelodge’s page.

Martha Felix22 May 2026TRAVELODGE

Travelodge - Staying Power - Initiation

Please find our new analysis here.

Travelodge has grown rapidly since COVID in terms of scale and profitability. The industry in the UK is mature, and higher taxes and wages will crimp further growth,

Aengus McMahon19 May 2026TRAVELODGE

Travelodge - coming soon

Aengus McMahon15 May 2026TRAVELODGE