Delta CEO Says Demand Is Up, Despite High Jet Fuel Costs
Even as jet fuel costs continue to rise, Delta expects to increase its first-quarter guidance as premium demand remains strong.
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.
UK Hotels Bounce Back, But London and Budget Offerings Underperform
A stronger second half helped the UK hotel market recover in 2025, but London lagged, and rising costs mean many operators are still struggling to grow profits.
Steady Succession or Seismic Shift? Delta Shakes Up C-Suite
The changes come as Ed Bastian enters his second decade as CEO of the airline — he could be working to ensure the company’s business model thrives beyond the current generation of executives.
Meliá’s Upmarket Bet Pays Off in Spain. Cuba Is Another Story
Meliá is benefiting from Spain’s tourism boom, but Cuba highlights how quickly local conditions can pressure performance.
How to Read Travel Subscription Earnings: The eDreams Q3 Case Study
eDreams's Q3 results require reading between the lines: what it emphasizes matters less than what it doesn’t.
Trip.com Group Points to Massive Inbound Tourism Opportunity in China
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.
Hotel Execs Reveal New Revenue Priority: Making More from Loyalty
Loyalty is no longer just about repeat stays. Hotel execs are increasingly pitching it as a revenue engine that can keep growing even when room pricing slows.
Choice Hotels’ Purge: Sheds Weak Properties to Lift Brand Quality
Choice Hotels is doing something none of its publicly traded rivals are doing right now: getting smaller on purpose.
Accor Pushes to Sell Stake in Essendi, the Hotel Owner It Spun Off in 2017
Accor’s Essendi update signals a complex, multi-shareholder deal that hinges on governance talks, not just price, with management still targeting a 2026 close.
Wyndham Works With Google and Anthropic on AI Bookings
AI booking platforms could become the new gatekeepers of travel demand. Wyndham is among the hotel groups plugging in their inventory and hoping to capture bookings at a lower cost than through OTAs.