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Previews & Comps: ‘Weekend Break‘ No.1,152-20260710
摩根士丹利· 2026-07-10 18:15
Leisure & Hotels | Europe July 10, 2026 09:54 AM GMT Previews & Comps: 'Weekend Break' No. 1,152 We assess upcoming results from Scandic, Compass, JD Wetherspoon, Mitchells & Butlers, Royal Caribbean, SSP, Accor and IHG. We also include a summary of our latest research and global valuation comps. Previews: • Scandic Q2: We forecast LfL RevPAR +1.6% (+4.0% reported) and adj EBITDA SEK800m (+11%), but this would be +2% ex Dalata income • Compass Q3 Trading Update: We expect organic sales growth of 6.9% driven ...