Travel Industry Earnings Coverage

As Booking Holdings brands try to cross-sell their customers on more products, such as attractions, restaurants, and ground transportation, more companywide collaboration may be inevitable. No brand mergers are in the offing, but signs point toward more coordination.

Despite playing a key role in European airline consolidation over the last few years, it seems IAG's arch dealmaker Willie Walsh is now happy to sit back and let others fight it out.

Falling victim to the so-called law of large numbers, Booking Holdings saw its total revenues for the first quarter drop 3 percent from the prior year. Industry ears perked up when CEO Glenn Fogel mentioned mergers and acquisitions as a possible tactic to reignite growth a few times during an investor conference call.

Choice knows where the money is, and right now it's not in midscale brands. Will upgrading Comfort Inn be enough to lift room rates?

We're a long way into the current economic cycle and despite the potential for a slowdown, Norwegian Cruise Line Holdings CEO Frank Del Rio sees plenty of reasons to be cheerful.

Texas-based Sabre can no longer take for granted its home market of North America as Amadeus attempts to make inroads on the continent.

TripAdvisor's key tactics to grow its tours and activities business include the discounting of some products for consumers, practically giving away a reservation system to operators, and rolling out a brand marketing campaign this year. The company talks like it's in it to win it.

To Papa John's credit, the company has been on the offensive this year, but positive same-store sales will likely not come until 2020.

TripAdvisor's greater transparency in its financial reporting is to be applauded, showing its investment in growing units. But the stuttering of its legacy businesses is notable, too.

SeaWorld's challenges have not gone away. But it enjoys several advantages over its theme park rivals, such as having marine-themed parks, which are a rare and distinctive product. Its new CEO is rightly focused on investing for growth while finding operational efficiencies.