A consensus stock from a unique research team. No gurus, no magic. Just the best stock from a consensus of experts. Find out more and how to subscribe. I specialise in lodgings, cruises, and football stocks.
Lodging is by far the largest one.
In my view, it s a EUR15 billion market in Europe. GBP2.6 billion right now. Football is very little at the moment it s not even GBP1 billion market cap. I think it is really macroeconomic, because most of the lodging chains I follow, except for Club Med, are really heavily dependent upon business travel. These people don t pre-book in advance contrary to the holiday consumption pattern and they can really postpone visits or reduce costs.