Alex Brignall
Analyst
Rothschild and Company
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About Alex Brignall
Alex Brignall is recorded as Analyst at Rothschild and Company. Alex Brignall has spoken on 5 earnings calls across 4 companies, most recently for Choice Hotels International Inc on November 2, 2026. Those appearances were for Choice Hotels International Inc (CHH), Marriott International Inc (MAR), Wyndham Hotels & Resorts, Inc. (WH) and Booking Holdings Inc. (BKNG). The companies whose calls Alex Brignall spoke on are classified in the Consumer Cyclical sector.
Alex Brignall on recent calls
“I got less interested in forward expectations because, you know, the visibility is so low. But obviously, in the last few weeks and months, the gap between the high-end REVPAR and the lower chain-scale REVPAR in the U.S. has closed dramatically.”
“If we look at your fee growth and we strip out the year-on-year increase in credit card fees, and then obviously you've changed your residential fees, which is quite a meaningful change year-on-year, then your underlying fee growth is lagging net unit growth and RevPAR growth, or put differently, there's a slight…”
“For taking the questions, great to hear from you, Jeff. Just one on U.S. net unit growth obviously continues to be relatively subdued, but the commentary you've made on signings is very encouraging.”
“I had one on, you've obviously been ahead of many in terms of being early partners with some of the agentic businesses.”
“And then just on the 3% that you said in terms of the higher end brand growth, again, would that include the China Partnership Agreement in the Ascend collection?”
Affiliation history
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Rothschild and Company
Analyst
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