Guidance And ValuationConfirmation of full-year EBT margin guidance around 10% and a clear sales outlook could realign investor expectations and prompt a valuation rerating given the current low price-to-earnings multiple.
Leisure Demand And International GrowthStrong leisure travel demand, a solid European market position, and scale opportunities in the US should drive higher-margin bookings and support revenue growth.
Pricing And UtilizationSustained elevated average selling prices supported by high vehicle utilization and continued pricing discipline among peers should protect margins and maintain resilient revenue per day.