Travel Industry Earnings Coverage

TripAdvisor is leveraging its strengths — tours and activities, and restaurants — where it has leadership positions rather than choosing to devote the bulk of its energies in the crowded field of hotels and alternative accommodations. It is a wise choice to differentiate rather than be a mere clone of its competitors.

There is a lot of truth to the notion that franchisees can run stores better than companies. Denny's, similar to its market competitors, is now banking on this strategy for future growth.

Fickle investors, meaning those without a long-range view, didn't necessarily appreciate the breadth of the TripAdvisor platform in the past. The company isn't the biggest player out there, but its strong positions in tours and activities, as well as restaurants, is injecting momentum.

It turns out TUI isn't immune to the challenges the rest of the European travel market is facing.

A year ago the U.S. changed its corporate tax law. A look at the impact on travel tech giant Sabre may show, by example, the benefits to many U.S. businesses broadly. The reform appeared to give the company added financial flexibility in 2018.

Who cares if the chain is tracking your location data? There are one cent Whoppers to be had.

Not only does Chipotle see a future in which its domestic store count is much larger, but it's also taking the steps now to make sure that the new restaurants are built for a future where digital order sales account for a significant part of the chain's overall revenue.

It's no surprise that Grubhub is going after more enterprise restaurant relationships this year, and it says that it's the one to beat when it comes to the variety of technology support that it can offer to the nationwide chains.

Pizza Hut is banking on delivery to get store sales back to where they once were, and it soon may have help from Yum! Brands' official delivery partner, Grubhub.

As a company, is it ever a bad thing to admit you got way ahead of yourself? We don't think so. Dunkin's store expansion and remodeling efforts were very aggressive last quarter. Almost three months in, expect to see more of that advertising it has been promising us.