Ben Chaikin
Analyst
Mizuho
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About Ben Chaikin
Ben Chaikin is recorded as Analyst at Mizuho. Ben Chaikin has spoken on 7 earnings calls across 5 companies, most recently for Red Rock Resorts, Inc. on November 3, 2026. Those appearances were for Hyatt Hotels Corp (H), Red Rock Resorts, Inc. (RRR), MARRIOTT VACATIONS WORLDWIDE Corp (VAC), Norwegian Cruise Line Holdings Ltd. (NCLH) and Carnival Corp Ltd. (CCL). The companies whose calls Ben Chaikin spoke on are classified in the Consumer Cyclical sector.
Ben Chaikin on recent calls
“Maybe on the 50th anniversary, fully acknowledging this was intended to give back to the community and the employees, but I guess I would have also assumed there may have been a slight improvement in revenue as well, even if not the main intention.”
“Maybe just to dive in on 2Q, you know, it sounds like the tour logistics was the major driver of contract sales in 2Q. Is that fair? And I ask because I think Premier Vacations and Inner Circle only recently launched, if I'm not mistaken, and I'm assuming those didn't contribute much in the quarter.”
“Maybe another one on 27, but specifically as it pertains to the North American to Europe customer. And I guess this is obviously separate from base loading. I guess, what does the pace look like today?”
“Maybe on free cash flow, the $14 billion is very compelling. I think you framed it as 40% of operating cash flow.”
“I wanted to clarify the G&A comment earlier. I think you said 26, if I heard you correctly. I believe you said 26 down moderately versus 24. Is that versus the 445 of adjusted G&A, just so we're on the same page?”
Affiliation history
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Mizuho
Analyst
Transcript header (unverified)
Current
Company network
Resorts & Casinos · Consumer Cyclical
1 appearance
Latest appearance 2026-11-03
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Resorts & Casinos · Consumer Cyclical
1 appearance
Latest appearance 2026-08-06
View calls and events