Travel Industry Earnings Coverage

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.

Airfares in the U.S. are still near historic average lows, and a transatlantic fare war should last for more than a year. But after a delay, American is copying Delta's playbook. It aims to fix its profit margin problem by coaxing business travelers to pay more on routes worldwide by 2018.

Google continues to churn out strong revenue growth numbers despite its massive size. There was little direct mention of travel on Google’s earnings call, but a few metrics give us insights into likely online travel agency earnings season and the broader online travel ecosystem.

There's a lot of year left, but Royal Caribbean executives must be feeling pretty confident to use a word like "sensational." We'll see if reality lives up to the high hopes.

JetBlue is a publicly traded corporation, and it has little choice but to reduce capacity when revenues fall because that's what investors expect. But this isn't great for travelers. They would prefer JetBlue discount its fares to to fill seats when demand falls.

While the first quarter figures point to an airline ticking along nicely, the outlook remains fairly gloomy, especially as no one really knows how big an impact the UK's protracted departure from the European Union will have on the economy.

While Thomas Cook has yet to fully step out of the shadow of its near-collapse in 2011, the current management team has at least managed to steady the ship. But 2016 has presented its own challenges with terrorism in Turkey doing particular damage.

It's still very early into the integration of these two massive hotel companies, but so far it's fairly clear what Marriott has in store for Starwood, even if the details have yet to be ironed out.

SeaWorld has a couple of big goals: Cut costs in a big way and get more people to visit. We're not sure how those priorities are going to work together.