Articles tagged “outlook”

It turns out that, in a choppy economic environment, you get choppy hotel earnings reports.

Marriott's revised outlook for 2025 has one overriding theme: Executives believe that U.S. and international travel spending could stay fairly resilient this year despite the shocks of the tariff war.

CEO Chris Nassetta thinks there's a reasonable chance that the Trump Administration will achieve many of its policy goals, which he believes will help reduce uncertainty later this year.

U.S. hotel operators are bracing for tougher conditions as multiple factors converge to dampen the industry's prospects, according to analysts at Goldman Sachs.

Michelle Russo's asset management firm oversees a $12 billion portfolio of hotels. She sees dominoes falling: Tariffs → economic uncertainty → fewer international visitors → fewer bookings → cost-cutting and marketing changes.

2024 marked a year of normalization for global travel, with the focus shifting from recovering to pre-pandemic levels to achieving real growth beyond those. While challenges remain, the industry demonstrated resilience and is poised for continued growth in 2025.

The vacation rental market is surging ahead, but that doesn't automatically lead to a profitable business for those operating in the space. But Vacasa's most recent quarter should give prospective investors more confidence.

Glad this year is finally over? Us too! In its annual outlook, Skift Research looks forward to the big themes and challenges that are in store for the travel industry as it begins the long uphill climb to recovery next year.

We head into 2020 with more question marks than any year of this cycle. Risks are rising and the global economy is slowing. Here's what you need to know to be prepared.

Will there be a recession next year? That seems to be the question on everyone's minds. But the fundamental data and industry management teams tell a story of greater strength heading into next year. Headwinds are rising, but on balance, we expect “steady-as-she-goes” growth.