Travel Industry Earnings Coverage

CEO Randy Garutti is right: Shake Shack has "got to win" on labor in order to keep up with the company's wide-ranging expansion plans.

Gordon Wilson, the CEO of Travelport, said in an interview that he sees India as one of the drivers of its long-term growth. That's plausible, but not assured. Private equity should take the company private to shield it from quarterly earnings pressure, and allow it to invest properly to make the most of its varied opportunities.

We all knew Hyatt was in the mood for a major acquisition. (NH Hotel Group or Starwood, anyone?) And now we have a much better idea of what its plans are for Two Roads, as well as other acquisitions down the line.

While earnings for Dine Brands' companies tell two different stories, returns from off-premise sales for both are too big to ignore.

New CEO Benjamin Smith is trying to do something his predecessors failed at — bring Air France and KLM closer together. The two airlines need to work in sync more if the group is going to compete better with rivals in Europe.

Yet another food chain is proving that delivery and takeout is a trend restaurants would be foolish to ignore.

Marketing campaigns and rewards programs can only stretch so far. Chili's elongated success in keeping new-found customers will depend on getting takeout and delivery right fast.

CEO Sean Menke has turned around Sabre's performance since coming on board in 2017. No wonder investors have bid up the travel technology company's share price since then.

This winter is going to be a difficult one for Europe's aviation sector, but Lufthansa's mostly solid business, despite Eurowings, means that it can weather the challenging operating environment better than most.

So, what will Wyndham be buying next year?