Analyst
Mizuho
Equibles does not estimate personal net worth.
Ben Shakin is recorded as Analyst at Mizuho. Ben Shakin has spoken on 4 earnings calls across 4 companies, most recently for CARNIVAL PLC on June 23, 2026. Those appearances were for CARNIVAL PLC (CUK), Hilton Grand Vacations Inc. (HGV), Six Flags Entertainment Corporation (FUN) and Churchill Downs Inc (CHDN). The companies whose calls Ben Shakin spoke on are classified in the Consumer Cyclical sector.
“I'd love to, Josh, to touch on the modernization, the modernization effort, it feels like you're maybe leaning into this a little bit further. Are there any statistics you can share, whether that's expected yield uplift or ROI?”
“I think maybe stepping back a little bit, excess inventory has been a headwind on the rental side for you guys, but also the entire industry broadly, driven by the, you know, the the developer maintenance fees if i caught you correctly i think you mentioned newer and maybe i'm conflating two comments you made but i…”
“I guess the first one is just maybe for within the year, the remaining of Q4, unless I'm mistaken, has around 60 less operating days than the prior year. You helped us with October.”
“Obviously, in New Hampshire, you acquired 90% interest in Salem. Talk to us about the M&A environment specifically in this region. Is this an area we could see more activity, or is this more of a one-off for some reason?”
Mizuho
Analyst
Transcript header (unverified)
CUK
Travel Services · Consumer Cyclical
Resorts & Casinos · Consumer Cyclical
CHDN
Gambling · Consumer Cyclical
