Travel Industry Earnings Coverage

Companies like Marriott International, with its strong global presence, are in a good position to capitalize on hotel demand that may shift away from the U.S. due to political concerns.

TripAdvisor became the largest travel site in the world based on its high profile in free search results. But Google has become a hyper-monetized marketplace and TripAdvisor's competitors have the resources to grossly outspend it in digital marketing.

For Hilton, focusing on building direct customer relationships, improving loyalty, and launching new brands will always be top priorities, at least for this year.

TUI’s target is very ambitious and five years doesn’t seem like enough time to develop and expand into countries where it does not have the brand recognition.

While Rezidor is still suffering from the impact of terrorism, its outlook is likely to improve if and when it is taken over by Chinese conglomerate HNA Group, which would undoubtedly help it capture a bigger slice of the tourism market.

In the long-run, Expedia will have gained by acquiring Orbitz because of its brand recognition, effective loyalty program, and list of corporate deals. CEO Dara Khosrowshahi is especially optimistic about taking Orbitz's private label functionality and bringing it to the flagship Expedia brand later this year.

Expedia's CEO says his company has momentum moving into 2017, although we heard him express similar sentiments over the last two quarters and any surge wasn't particularly noticeable. This will likely be another transition year as Expedia's HomeAway gets more digital and Trivago feels its oats as a public company.

While it's good news for Greece that bookings are on the rise, the struggle to find value in Spain shows just how difficult a summer it might be for European tour operators. Thomas Cook's cautious outlook hints at gloomier times ahead.

Theme parks were the best performers during the first fiscal quarter despite some attendance declines, and Disney has a pipeline of new openings in the coming years that should keep the segment comfortably in positive territory.

In January there was a changing of the guard at Sabre. New CEO Sean Menke thinks his background as a former airline CEO gives him insight into what airlines want from Sabre in new products. But he'll need to up his company's product execution and delivery if he wants to maintain market share, according to employee complaints.