2026 › February › 26

Bilt is trying to thread a needle in building a hotel booking platform without becoming an OTA that hotels resent. One of its tactics is to offer spending data on its most loyal customers to help luxury hotels provide personalized service for first-time guests.

Meliá is benefiting from Spain’s tourism boom, but Cuba highlights how quickly local conditions can pressure performance.

JetBlue’s transatlantic ambitions are beginning to meet practical limits. Summer 2026 reflects an airline fine-tuning growth as slot constraints, fleet availability, and intensifying competition test its model.

OTAs posted double-digit growth in the latest earnings cycle even as consumer travel spending declined. The industry needs a new framework for reading these results — and the signals that actually matter.

eDreams's Q3 results require reading between the lines: what it emphasizes matters less than what it doesn’t.

Trip.com Group's earnings revealed a major opportunity in China’s underdeveloped inbound tourism market, but the company now faces a familiar risk: an antitrust investigation that could reshape platform economics and growth expectations.

Airline earnings season often reveals more through comparison than individual results. On Friday, IAG will be the second of Europe’s big three to report, offering valuable insight into the health of the industry.

Hotels are facing political pressures they were never built to handle.

Prism may list in India, but it is evolving into an India-U.S. hospitality platform, using the extended-stay demand to support its next phase of international expansion.