Airline Segment ImpactMomentum in the airline segment stalled at the beginning of the fourth quarter due to the impacts of Hurricane Helene, affecting about 37% of the airline's planned seats.
Financial Reporting ConcernsConsiderable noise in Allegiant's reporting and adjustments in the last few quarters raises concerns about transparency and consistent execution.
Resort Segment ExpectationsMultiple downward revisions regarding resort expectations occurred in the first half of the year, creating a preference to see demonstrated improvement before gaining confidence.