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Travelodge 26Q1 Results Call.m4a
sarria live model
sarria analysis
corporate filings

- for speed listening, go to the settings wheel on the bottom right of the video and choose playback speed - after one minute video becomes high-resolution -

Travelodge Client Call | Thursday 21 May, 3 pm BST | 10 am EST

 

Capital Structure - 21 May 26

Base Case EBITDA, Cashflow - 21 May 26

DCF Valuation, DCF Issues - 21 May 26

Game Theory - 21 May 26

Investment Discussion - 21 May 26

 

Presentation

 
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Aengus McMahon
Travelodge - comment
Aengus McMahon

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

Aengus McMahon
Aengus McMahon
Travelodge - comment
Aengus McMahon

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 McMahon
Travelodge - In Line - Model update
Aengus McMahon
Travelodge - In Line - Model update
Aengus McMahon

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 McMahon
Travelodge - comment
Aengus McMahon
Travelodge - comment
Aengus McMahon

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 McMahon
Travelodge Client Call and Presentation are now available on the website
Martha Felix
Travelodge Client Call and Presentation are now available on the website
Martha Felix

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

Martha Felix