Companies covered: Sabre Corporation (NASDAQ:SABR), Amadeus IT Group ADR (OTCMKTS:AMADY), Marriott International (NASDAQ:MAR), Hilton Hotels Corporation (NYSE:HLT), Intercontinental Exchange Inc. (NYSE:ICE), Hyatt Hotels Corporation (NYSE:H), Wyndham Hotels & Resorts Inc. (NYSE:WH), Choice Hotels International, Inc. (NYSE:CHH), Accor SA ADR (OTCMKTS:ACCYY), Airbnb Inc. (NASDAQ:ABNB), Booking Holdings (NASDAQ:BKNG), Expedia, Inc. (NASDAQ:EXPE), TripAdvisor, Inc. (NASDAQ:TRIP), DraftKings Inc. (NASDAQ:DKNG), PENN Entertainment, Inc. (NASDAQ:PENN), Caesars Entertainment Corporation (NASDAQ:CZR), MGM Resorts International (NYSE:MGM), Las Vegas Sands Corp. (NYSE:LVS), Wynn Resorts, Limited (NASDAQ:WYNN), Flutter Entertainment PLC (NYSE:FLUT), Cinemark Holdings Inc (NYSE:CNK), IMAX Corporation (NYSE:IMAX), Genius Sports Ltd. (NYSE:GENI), Amazon.com, Inc. (NASDAQ:AMZN), Walmart Inc. (NYSE:WMT), Costco Wholesale Corporation (NASDAQ:COST), Sprouts Farmers Market, Inc. (NASDAQ:SFM), Natural Grocers by Vitamin Cottage, Inc. (NYSE:NGVC), Koninklijke Ahold Delhaize NV (ADR) (OTCMKTS:ADRNY), Kroger Company (The) (NYSE:KR), Chewy (NYSE:CHWY), Albertsons Companies Inc. (NYSE:ACI), Tractor Supply Company (NASDAQ:TSCO), Petco Health and Wellness Company Inc. (NASDAQ:WOOF), American Outdoor Brands Inc. (NASDAQ:AOUT), Beamr Imaging Ltd. (NASDAQ:BMR), ECD Automotive Design, Inc. (NASDAQ:ECDA), Farmer Brothers Company (NASDAQ:FARM), Steakholder Foods Ltd. (NASDAQ:STKH), Travel + Leisure Co. (NYSE:TNL)