ITC: "Will"(s) "Gold Flake" assist "Ashirwad" to win "Bingo!"?

[Pickett]

Disc: Invested

I’m concerned with the revenge tourism now unravelling in the case of hotels. I don’t think it will be an easy road with such a high base established.

Revenge travel is over says HRAB

https://www.travelandtourworld.com/news/article/revenge-travel-boom-fades-tourism-slows-in-the-virginia-beach-region-know-more/

Disney’s Parks Struggle, Exposing a New Trouble Spot

https://www.axios.com/2024/08/13/theme-disney-universal-parks-visitor-decline

Wonderla Holidays

Disclosure: Invested Please verify for yourselves the below by listening to the concall. If you do see a mistake below, please do let us know here so all of us can benefit. My notes are not very good, but here goes: Hyderabad did ok, but not the other 2 parks. This is because of elections, a lack of promotions in Bangalore due to the fact it could have been in bad taste during the heavy impact of water shortages in Bangalore. The Orissa park is going well, they expect the ARPU to come down…