What a “Normal” Economy Could Mean for These 3 Travel Stocks

Group 1 - The travel and leisure sector is expected to benefit from a "normal" economy as sector rotation emphasizes companies with solid fundamentals [3][7] - Carnival Corporation (NYSE: CCL) has seen a share price gain of over 41% over the past five years, despite a significant drop in 2020 due to the pandemic [5][6] - Analysts forecast earnings growth for travel and leisure stocks, including Carnival, Booking Holdings, and Marriott, to be above historical averages, indicating renewed confidence in consumer travel demand [7] Group 2 - The travel demand remains strong despite concerns about consumer health, suggesting a potential reversion to historical earnings growth averages for travel-related stocks [4] - Carnival Corporation has experienced negative average annual earnings per share (EPS) growth of about 19% over the last five years, but there are signs of a potential turnaround [6] - The normalization of the economy could drive earnings recovery for companies in the travel sector, making them attractive for investors [5][7]