Tytus Żurawski

Tytus Żurawski, an Analyst at Marathon Asset Management, delves into the evolution of Whitbread, tracing its transformation from a brewery to a hospitality giant. He highlights the post-pandemic strategic shifts of Premier Inn and contrasts it with competitors like Travel Lodge. The discussion also covers supply and demand dynamics in the hotel sector, particularly the impact of regulatory changes on platforms like Airbnb. Furthermore, Tytus analyzes Whitbread's financial strength and competitive edge, showcasing its appealing investment potential.