Travel Industry Earnings Coverage

Don’t miss out on Skift’s in-depth coverage of earnings reported by public travel companies, including online travel agencies, hotel brands, airlines, and technology companies. Our earnings stories cut through the numbers to explain what’s really happening at companies and within the industry as a whole.

Hotels

Hoping for a Paris Olympics Boost? Accor Expects Only a Small Bump

Isn't hosting the Olympics supposed to be a gold mine for hotels? Not for France, at least. Accor warned that it didn't expect a "massive financial uplift" from Paris hosting the Summer Olympic Games.

Hoping for a Paris Olympics Boost? Accor Expects Only a Small Bump

Cruises

Royal Caribbean’s Cruise Guests Are Getting Younger: Nearly Half Are Millennials or Gen Z

Younger travelers are making waves on Royal Caribbean Group cruises, steering the company’s post-pandemic growth.

Royal Caribbean’s Cruise Guests Are Getting Younger: Nearly Half Are Millennials or Gen Z

Hotels

Wyndham Pushes Premium Strategy After Fending Off Choice’s Hostile Bid

Wyndham wants to retain its stronghold in economy lodging while expanding into higher-end properties that generate larger franchise fees. The company saw a swift increase in development deal signings after rival Choice Hotels abandoned its hostile takeover attempt last month.

Wyndham Pushes Premium Strategy After Fending Off Choice’s Hostile Bid

Daily Lodging Report

Pebblebrook, Hilton and Travel + Leisure All Beat First-Quarter Estimates

During the hotel group’s earnings season, Hilton’s report stood out as the most impressive – despite showing slowing RevPAR growth – due to strong performance in Net Unit Growth and EBITDA flow through.

Hotels

India’s IHCL Has a New (Old) Brand: Gateway Is Back After Years in the ‘Drawer’

Know where the growth in India is? In its Tier 2 and Tier 3 cities. IHCL definitely seems to know that.

India’s IHCL Has a New (Old) Brand: Gateway Is Back After Years in the ‘Drawer’

Business Travel

Hilton Sees Full Corporate Travel Rebound in Hotel Stays in 2024

Vacationers have been Hilton's bread and butter recently, but the hotel giant predicts a full house of the briefcase brigade soon.

Hilton Sees Full Corporate Travel Rebound in Hotel Stays in 2024

Airlines

Delta Comes Out of the Gate Strong

Today's podcast looks at Delta's big first quarter, Brazil's delayed visa requirements, and the factors behind corporate travel agency mergers.

Delta Comes Out of the Gate Strong

Hotels

Sonder Delays 2023 Earnings Report, Needs to Restate Financials for Past 2 Years

The expectation is for an increase in Sonder's overall net loss for 2022 and 2023.

Sonder Delays 2023 Earnings Report, Needs to Restate Financials for Past 2 Years

Hotels

Soho House Sees Red Ink Flow Despite Membership Surge at Clubs

The upscale members' club saw mounting losses despite a jump in membership during the fourth quarter. Has rapid growth ruined its exclusivity?

Soho House Sees Red Ink Flow Despite Membership Surge at Clubs

Short-Term Rentals

Inspirato Bets on Cost Savings As Losses Mount

Plus some essential product improvements to Inspirato Pass.

Inspirato Bets on Cost Savings As Losses Mount