Royal Caribbean Posts Strong Q1 but Higher Fuel Prices Hit Profit Forecast
Royal Caribbean beat estimates and demand remains strong — but the Iran war is quietly rewriting the profit math.
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.
Wyndham Pitches AI as Antidote to Hotel Margin Squeeze
Wyndham believes AI tools will eventually bring relief to franchisee P&Ls, though not immediately across the board for all hotels.
Hyatt’s Luxury Business Is Holding Firm. Now It’s Betting on Midscale.
Luxury demand continues to power Hyatt through an uneven economy, reinforcing the company’s high-end strategy.
Whitbread to Sell $2 Billion in Hotels and Cut 3,800 Jobs in Strategic Overhaul
Whitbread blinked. Facing an activist investor and a widening gap between its market value and its property assets, Premier Inn's owner has opted for a sweeping reset.
JetBlue Is Expanding in Spirit’s Fort Lauderdale Turf. As for a Bailout? ‘Never Say Never.’
JetBlue executives are continuing to push their growth plans, but aren’t shy about admitting that it’s a tough operating environment.
Hilton Says ChatGPT App Is Coming and to Expect More ‘Select’ Deals
Hilton wants AI platforms to need it more than it needs them. That's a bold position for a company still describing its tools as “early days.”
American Express Saw Strong Luxury Spending in Q1, Airline Softness in April
A lot of companies are seeing strength among premium customers and hesitancy at lower rungs, but American Express skews toward the upper echelon.
H World International Posts Best Year Since 2019 Acquisition
H World's international arm has had its best year since its 2019 acquisition. Now it has to prove it can sustain the momentum.
Accor Launches ‘Profit Protection Plan’ to Counter Uncertainty
Accor insists the UAE is the only market under pricing pressure. But its precautionary "profit protection plan" suggests that hotel weakness could spread.
American Airlines CEO on M&A: We Have a ‘Long History of Being Aggressive’
The airline industry has a high appetite for M&A right now as executives expect high fuel prices to further strain already struggling carriers.