Articles tagged “demand”

Six big assumptions broke in one quarter. The CEOs still running the January plan are sleepwalking into a margin trap.​​​​​​​​​​​​​​​​

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.

The demand story has become messier, and OTAs might just be good at capturing the demand that exists.

Hilton generated higher profit and revenue year-over-year. But executives cautioned that softer spending and broader uncertainty have left hotel demand underperforming expectations.

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.

The guest journey begins at the terminal, and cruise lines are upgrading infrastructure to match that reality. MSC Cruises is shaping the industry's future with North America’s largest and most technically advanced cruise terminal located at PortMiami.

Some hoteliers are freaking out about Trump's new tariffs. They're hoping the move is just negotiating theater.

Accor, the Paris-based hotel giant, predicts robust bookings and strong pricing power in the second half. Its executives aren't losing any sleep over airlines like Ryanair complaining about softening airfares.

While consumer spending was key for Royal Caribbean's first quarter, demand across the board has led the company to its highest-ever revenue in the second quarter.