Bread Financial Holdings Inc at Morgan Stanley US Financials Conference Transcript
This afternoon is Bread Financial. Welcoming back Perry Beberman, CFO. Perry, welcome back.
Thank you for having me. Appreciate it.
Questions & Answers
You must be happy [camper] today with the data you released this morning. Your May results look pretty solid. You've been stacking some wins recently. It looks like your charge-offs are on the cusp of breaking 7%. You're right on the dot there.
It looks like your delinquencies are outperforming seasonality, and you're now sitting around 3.7% loan growth, it looks like. So maybe just give us a quick update on what you're seeing in the data.
Yes. No, the data is coming in even a little better than what we had been expecting. As you note, when we talk about things in the first
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