Marriott appears unfazed by a fourth quarter that's trending softer and by Sonder's collapse. Its message instead: the strategy holds, luxury and group bookings are resilient, and 2026 might look better than many expect.
Hilton CEO Chris Nassetta predicts a recovery in U.S. hotel spending, including by middle-class travelers. He says the multi-year growth will be driven by more business investment, falling interest rates, and greater tax certainty.
United Airlines CEO Scott Kirby said he was confident in the strength of the U.S. economy after a disappointing jobs report spurred concerns the economy is slowing down.