Travel Industry Earnings Coverage

Grubhub is taking a measured approach to integrating Eat24 into its system. Given the scale and scope of both companies, slow and steady is probably the best approach.

Expedia’s fast-growing hotel search site Trivago may see its pace of growth stall as both Expedia and rival The Priceline Group have pulled back on spending per acquired customer. This is extraordinary given the fact that Trivago was one of Expedia's growth engines and there was seemingly no end in sight.

JetBlue has been good to Puerto Rico, but the airline has no choice. The island has been devastated by Hurricane Maria, and tourists won't be able to return soon. JetBlue needs to move some flights to other popular tourist destinations.

IHG has fewer brands in its portfolio compared to most of its competitors, so adding a couple more makes sense.

Did United Airlines promote its new Polaris cabin faster than was prudent? The answer is probably yes. But remember, in 2016, United was losing high-value customers to competitors. It likely wanted to make a splash by highlighting its future plans.

Skyscanner is boosting Ctrip's margins, and Skyscanner's new instant booking service shows promise as a way to propel future growth.

Ctrip is betting on 6,000 franchise shops to take aim at cities where most travel shopping happens offline. At the same time, it hopes to increase its operating margins to Priceline-like levels. The two initiatives don't necessarily collide since Ctrip doesn't own the real estate or pay labor costs for the offline shops.

In some cases, the hotel-online travel agency relationship is still a tense situation, but for most big hotel companies, it's still business as usual.

Norwegian's results are more evidence that the cruise industry is booming despite the downturn in the up-and-coming China market. By using language like "the stars aligned," however, executives sound like they're trying to lower expectations that the good luck will stick around.

Disney has a strong lineup of coming attractions at its theme parks in the U.S., but we'd like to know how the newest addition is doing. Executives didn't provide much detail in a call with analysts Tuesday.