Resorts & Casinos · Consumer Cyclical
Brandt Montour
Analyst
Barclays
Equibles does not estimate personal net worth.
About Brandt Montour
Brandt Montour is recorded as Analyst at Barclays. Brandt Montour has spoken on 60 earnings calls and 3 other investor events across 24 companies, most recently for Wyndham Hotels & Resorts, Inc. on October 22, 2026. Those appearances were for Las Vegas Sands Corp (LVS), Churchill Downs Inc (CHDN), Wyndham Hotels & Resorts, Inc. (WH), Hilton Worldwide Holdings Inc. (HLT), Marriott International Inc (MAR) and 19 other companies. The companies whose calls Brandt Montour spoke on are classified in the Consumer Cyclical sector.
Brandt Montour on recent calls
“I wanted to start with the domestic U.S. strength. Maybe you can talk a little bit, Jeff, on what's really driving that sequential step-up, whether it's more business travel or more leisure that you're seeing.”
“Back to Las Vegas locals, if you were to take out destinations in Suncoast and just look at the core business, is there any reason why that business would look differently third quarter into fourth quarter seasonality-wise versus the last, call it three years, which I think you kind of typically did something like mid…”
“So I wanted to ask about the high-end, just maybe more drilling in on Macau versus Singapore. It's hard for us to tell how much overlap you have between the high-end guests at Macau versus Singapore, but are you seeing any differences in behaviors between those two sets of inbound players?”
“I want to circle back on the fiscal 27 guidance versus last year's original guidance and the ancillary expectations that are kind of, well, one of the, I guess, the fastest growth driver you have into next year.”
“I was hoping maybe, Kevin, if you could talk a little bit about the EBITDA guidance that you guys gave. You know, you beat the 2Q guide by a healthy figure and didn't flow through all of that to the full-year EBITDA guidance in the midpoint.”
Affiliation history
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Barclays
Analyst
Source not stated
Current
Company network
CHDN
Gambling · Consumer Cyclical
BYD
Resorts & Casinos · Consumer Cyclical
DKNG
Gambling · Consumer Cyclical
WYNN
Resorts & Casinos · Consumer Cyclical
Travel Services · Consumer Cyclical
Travel Services · Consumer Cyclical
MTN
Resorts & Casinos · Consumer Cyclical
Travel Services · Consumer Cyclical
Resorts & Casinos · Consumer Cyclical
Resorts & Casinos · Consumer Cyclical
Resorts & Casinos · Consumer Cyclical
Resorts & Casinos · Consumer Cyclical
CUK
Travel Services · Consumer Cyclical
Resorts & Casinos · Consumer Cyclical
BALY
Resorts & Casinos · Consumer Cyclical