Seth Borko

To hear most travel executives tell it, there is reason for optimism across the travel industry. But travel stock prices are flashing warning signs. Who will be proven right?

Revenue growth will finally decelerate from red-hot growth. But that's not a sign of weakness. it's a return to normal – and that's a good thing.

While we're sure your parents love all their children equally, for our analysts, there’s always a data story that stands out.

Did you miss some of our Skift Research reports during a busy year? Have no fear! We've gone back and hand-picked our favorite 12 must-read reports for the year.

As the leaves change color, it's supposed to be hibernation season. But travel stocks stand on the cusp of a bear market as we head into the winter.

The market is skeptical that Choice's hostile takeover bid for Wyndham will be successful. The Skift Travel 200 sheds light on the hotel sector and the thinking behind this offer.

The Skift Travel 200 stock index will be the first benchmark to capture the $1 trillion-plus market for public travel stocks. It brings the travel industry to you in a single number.

What's the final verdict on Q2 travel earnings? Growth remains robust with a strong assist from Asia. But the industry is clearly slowing as travel demand normalizes and pent-up demand exhausts itself.

Cash levels have stayed higher than many economists feared and that has supported a surge in travel. But the trend points to more traditional spending patterns.

Vacasa is a leader in brand building within the short-term rental space, but Skift Research estimates it still relies heavily on third-party booking sites, like Airbnb, for the majority of sales. Management surely hopes to become a majority first-party business – and to earn the margin benefits that follow.