Travel Is Still Flying High

Motley Fool Hidden Gems Investing

The Motley Fool

Business, Investing

4.3 • 3.1K Ratings

🗓️ 13 July 2023

⏱️ 25 minutes

🔗️ Recording | iTunes | RSS

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Summary

Another positive sign for the travel industry as Delta raises guidance. (00:21) Bill Barker and Deidre Woollard discuss: - The surge in international travel and where Delta’s next revenue bump could come from. - What factors could slow the travel boom. - The curious allure of the many flavors of Doritos. (15:11) The latest memo from Howard Marks takes a look at past cycles. Deidre Woollard and Ricky Mulvey explore the memo and the danger of focusing too much on the big macro. Companies discussed: DAL, PEP Host: Deidre Woollard Guests: Bill Barker, Ricky Mulvey Producer: Ricky Mulvey Engineers: Dan Boyd, Tim Sparks Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	We are still traveling and still snacking strong earnings from PepsiCo and Delta leave the
0:10.2	day.
0:11.2	Motley full money starts now.
0:21.2	Welcome Motley full money.
0:22.5	I'm Deed Robullard here with Motley full analyst Bill Barker.
0:25.2	How are you today, Bill?
0:26.2	I'm very good.
0:27.2	Thanks.
0:28.2	I know you've been traveling a lot recently.
0:30.6	You've seen the airports are packed.
0:32.5	It's good news for Delta.
0:33.8	They had another strong quarter revenue up around 19% year over year.
0:38.2	Is this still just pandemic tailwinds?
0:40.5	Are we still just like getting our pandemic yaya's out or is there something else happening
0:45.4	here?
0:46.4	No, that's largely the story.
0:48.6	People want to fly when they can and feel comfortable doing so and the airlines go through
0:56.2	cyclical challenges where one thing or another pops up and people don't want to fly as much.
1:03.2	You look back a year ago, there were still a bunch of hurdles for flying.
1:08.8	The year over year numbers are extremely good for Delta in part because of comparisons
1:16.2	to last year.
1:18.9	It's going to be a good total year.
	...

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