Stock Picks Overview - Zacks' top stock picks are strong buys with a one to three-month recommendation based on analyst earnings estimates [1][2] - The segment features two companies: a silver miner and a travel company [2] Buenaventura Mining (BVN) Analysis - Buenaventura Mining, a silver miner based in Peru, also mines gold and copper [3][4] - The company is investing in a new mine, increasing capital expenditure [3] - Earnings are expected to increase by 195% this year and 337% next year [6] - The company pays a dividend of 17% [8] - The company's cash position was 4857 million at the end of the third quarter, with net debt at 2249 million [9] - The stock is trading at 13 times earnings [10] Expedia Group (EXPE) Analysis - Expedia Group has a forward P/E of 17 times and a PEG ratio under one, indicating both value and growth [11][12] - 2025 earnings are expected to grow by 24%, with another 20% growth in 2026 [12] - Analyst estimates have been revised upwards, with five up in the last 60 days for this year and seven up for next year [13] - The consensus estimate for this year is 1509, up from 1413, and for next year is 1823, up from 1669 [14] - Concerns exist about consumer spending on travel if a recession occurs, but current bookings and revenue are strong [15] - Shares are up over 40% year-to-date [17]

Canadian travel provider Transat AT reached a tentative agreement with the Air Line Pilots Association, preventing a disruptive strike one day before it could have started https://t.co/xjXEh1vR0H ...

Core Insights - Vail Resorts, Inc. (MTN) is set to report its first-quarter fiscal 2026 results on December 10, with adjusted earnings having missed the Zacks Consensus Estimate by 7% in the last quarter, although it delivered better-than-expected earnings in three of the last four quarters with an average surprise of 3.3% [1] Financial Estimates - The Zacks Consensus Estimate for the fiscal first-quarter loss per share remains stable at $5.23, compared to an adjusted loss per share of $4.61 in the prior-year quarter [2] - The consensus for net revenues is $271.3 million, indicating a 4.2% increase from the previous year's figure of $260.3 million [2] Revenue Drivers - Several operational and financial factors are expected to positively influence Vail Resorts' revenue performance, including normalized weather conditions in Australia, which had previously faced disruptions [3] - Price increases for season passes and lift tickets are anticipated to offset softer pass unit sales, contributing positively to lift revenues [3] - Stronger ancillary capture from on-mountain spending, such as dining and rentals, is also expected to support overall top-line growth [4] - The Resource Efficiency Transformation Plan is projected to yield $38 million in incremental efficiencies, allowing for reinvestment in marketing and service improvements [5] - New products like Epic Friend Tickets are likely to stimulate lift ticket purchases and enhance early-season lift revenues [6] Revenue Projections - Mountain and Lodging net revenues are predicted to grow year over year by 0.9% to $174.8 million and 10.9% to $96.4 million, respectively [7] Challenges - Season-pass units are running about 3% lower due to fewer new buyers and weaker renewal rates, which is expected to reduce skier visits and pressure revenues [8] - Ongoing cost inflation, particularly in labor and operating expenses, is anticipated to offset gains from pricing actions and efficiency efforts [8] - The shift in marketing strategies may take time to influence demand, potentially limiting near-term visitation benefits [10]

AI isn’t killing travel agents. It’s making them better. https://t.co/pSOwy9QVHe ...

Cruise Industry Operations - The world's largest cruise ship's food service operations are examined to understand how staff feed thousands of people at sea [1] Media & Content - "The Weekend Intelligence" features an inside look at the cruise ship's operations [1]

Core Insights - The travel industry is a significant sector, accounting for 10% of the global economy, with trillions of dollars spent annually [1] - Airbnb is positioned to lead the travel market over the next decade due to its unique home-sharing model and strong brand appeal among younger customers [3] Company Performance - Airbnb has achieved approximately $100 billion in gross booking volume annually, with a 10% year-over-year revenue growth last quarter and a free cash flow of $1.3 billion [3] - The company's market capitalization is $71 billion, with a gross margin of 72.33% [5] Growth Strategy - Airbnb is expanding into new global markets and introducing additional products such as tours and services, which are expected to drive revenue growth for the next decade [5][6] - The company is gaining market share in core markets like the United States, contributing to its growth trajectory [6] Investment Potential - Despite its proven growth, Airbnb's stock is currently undervalued, trading at an enterprise value-to-EBIT ratio of 21 [7] - The company is also engaging in an aggressive stock repurchase program, enhancing its investment appeal [8]

Travel industry experts are documenting a growing trend among the world’s ultra-high-net-worth individuals for gifting experiences instead of material objects. And not just a pre-planned cruise or package vacation, but highly personalized, precisely curated travel experiences.So what makes a vacation worthy of gifting to those who have it all? https://t.co/cxCi9v2cEO (Photo: Getty Images) ...

Top 10 Trending Destinations For 2026, According To American Express Travel https://t.co/tIXdATqJzh ...

Core Insights - eDreams ODIGEO (eDO) has confirmed its guidance for FY26, projecting a 29% year-on-year growth in Adjusted EBITDA to reach a record €172.9 million [1][3][6] Strategic Growth Plan - The company aims to increase its Prime subscriber base from 7.7 million to over 13 million by 2030, representing a 40% increase above market consensus [2][16] - To facilitate this growth, eDO will introduce monthly and quarterly installment options for Prime subscriptions, which have shown to generate 13% higher Lifetime Value (LTV) and a 10% increase in customer satisfaction (NPS) [2][5] - The shift to an installment-based payment model will impact cash collection timing, affecting KPIs sensitive to cash timing, such as Cash EBITDA [2][5] Operational Performance - eDO is entering a period of investment supported by its strongest operational performance to date, with a projected Adjusted EBITDA increase of 29% year-on-year to €172.9 million in FY26 [3][6] - Even with a conservative forecast regarding limited access to Ryanair content, the company anticipates an Adjusted EBITDA of €155.6 million pre-investments for FY27 [4] Investment Focus - The company is positioned to execute its strategic roadmap, focusing on high-return investments in new product categories like Rail and expanding into new international markets [5][7] - Most of these investments will be expensed rather than capitalized, with extensive testing providing confidence in their value creation potential [5][7] Long-term Vision - eDO is committed to sustainable long-term value creation, aiming for a significantly enlarged Prime membership base and a more diversified, profitable business by 2030 [8][9]

Global Business Travel Group, the business-travel platform spun out of American Express that later went public through a blank-check vehicle, is weighing a sale after a tough run on the stock market, sources said https://t.co/ywwmtxyQvy ...