Travel's Reopening and Coronavirus Recovery

Hotel companies with a strong focus on leisure and drive-to properties are going to show the strongest development numbers this cycle, but don't expect a massive downturn in construction from even the more business-oriented brands. Real estate is a long-term play.

The large supply of independent hotels in Mexico is a massive opportunity for companies like Marriott and Hilton to quickly beef up their portfolios without the drawn-out process of new construction. Investors, however, will likely favor markets that performed worse during the pandemic.

People jokingly throw around the phrase "have vaccine, will travel" as Covid-19 inoculations roll out. But the phrase appears poised to take on some gravity with the CEO of United Airlines saying vaccines are a likely to a prerequisite as long-haul travel comes back.

Many hotel companies shouldn't expect to replicate Wyndham's early financial success. Global companies like Accor and Hyatt have to grapple with business-oriented hotels in urban markets — areas which are still struggling from pandemic restrictions.

What a difference a year (and a vaccine) make. LinkedIn has been polling its U.S. members, and they're feeling good it seems.

Relaxed restrictions on crowds puts Sin City on track for an accelerated recovery over the duration of the rest of 2021, but MGM Resorts still has to grapple with a lagging comeback in Macao, its other key gaming market.

Timeshare companies like Travel + Leisure Co. were well-positioned to capitalize on the early days of the leisure-led travel recovery from the pandemic. Now, it's less about a rebound and more about can they exceed pre-pandemic business performance by year's end.

JetBlue echoed the industry refrain that business flyers could return to the skies after a bumper summer leisure travel season. But the optimism hid a lack of details on its long-awaited London launch and a return to profitability without government relief.

The industry is clamoring for ways to "build back better." Planeterra, created by the founder of G Adventures, is expanding its community tourism model to do just that. Now the ball is in the court of destinations, resorts and tour companies — will they commit to partnering with their communities?