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X @Bloomberg
Bloomberg· 2025-09-04 12:10
Over the past three years, the number of people describing themselves as travel agents or advisers on LinkedIn increased by more than 50%, making it the fifth-fastest growing profession. https://t.co/Vb7NCS6Odo ...
Power Check: Palo Alto Networks, Viking Holdings, and Estee Lauder
CNBC Television· 2025-08-18 19:31
In the meantime, it's time for a power check where we walk you through some of the big stock stories catching our collective eyes. And today, it's three companies reporting their earnings this week. They are internet security company PaloAlto, cosmetics firm Estee Lauder, and river cruise company Vikings.Now, PaloAlto Network's numbers come out Tuesday, Viking Holdings later in the week, and Estee Lauder as well. Joining us now to talk about how you should be trading these names if at all going into the pri ...
Travel Stocks Rally on Earnings—More Upside Ahead?
MarketBeat· 2025-08-18 11:32
Core Viewpoint - The current earnings season is crucial for determining potential financial outcomes for the next two quarters and year-end results, leading to volatility in stock prices as investors adjust their expectations [1] Group 1: Consumer Discretionary Sector - The consumer discretionary sector, particularly travel stocks, has faced market discounting due to inflation and tariff uncertainties, impacting future growth potential reliant on consumer confidence [2] - Companies like Expedia Group, Trip.com Group, and United Airlines are highlighted as key players in the travel sector, benefiting from increased interest in international travel driven by spending patterns and currency fluctuations [3] Group 2: Expedia Group Inc. - Expedia reported earnings per share (EPS) of $4.24, exceeding Wall Street's expectation of $4.13, resulting in a 7.4% stock rally in one week and 14.2% over the month [4] - Analysts project Expedia's EPS to reach $5.43 for Q3 2025, indicating a 28% growth from current figures, suggesting significant future growth potential [5] - The stock's price-to-growth (PEG) ratio is 0.7x, indicating that growth is not fully priced in, with an effective upside potential of 30% [6][7] Group 3: Trip.com Group - Trip.com delivered an EPS of $0.87, surpassing the expected $0.65, leading to a 5% rally in stock price [8] - The consensus rating for Trip.com is a Buy, with a price target of $77.3, suggesting a 25% upside potential from current trading levels [10] - Trip.com has a premium price-to-sales (P/S) ratio of 5.5x, significantly higher than the leisure industry's average of 2.7x, reflecting strong market confidence in its future sales [11] Group 4: United Airlines Holdings Inc. - United Airlines experienced a 12% stock rally in one week, with an EPS of $3.87, above the consensus of $3.81, indicating strong performance [13][14] - The PEG ratio for United Airlines is 0.4x, implying a substantial upside potential of 60% [14] - Institutional investors, such as the Vanguard Group, have increased their holdings in United Airlines, reflecting confidence in the stock's future growth potential [16]
X @The Economist
The Economist· 2025-08-16 20:20
Tourism Industry Impact - Britain's tourism industry suffered due to near-zero Asian visitors during Covid-19 [1] - Asian visitors are now returning to Britain [1] - The returning Asian visitors are described as more intrepid [1]
Expedia gave really robust guidance for the current quarter, says Jim Cramer
CNBC Television· 2025-08-12 23:51
Last week, we heard very different things from two fairly different consumer travelers. Both of which, you know, on Wednesday night, Airbnb reported a quarter that the market just hated with the stock plunging 8%. The next day and not coming back much since then.Then on Thursday night, Expedia reported a quarter that the market loved when the sent stock up 4% on Friday and people are still saying. So what the heck's going on here. Why is Expedia winning while Airbnb is losing.Heading into last week's result ...
Expedia stock soars on recent quarter
CNBC Television· 2025-08-08 17:11
Financial Performance - Expedia's total bookings increased by 5% year-over-year [1] - Expedia's adjusted EBITDA increased by 16% year-over-year [1] Market Trends & Dynamics - The travel market in the US is experiencing softness, particularly among budget travelers [1][5] - Inbound travel to the US is facing pressure with shorter booking windows and higher cancellation rates [2] - Expedia's B2B bookings grew by 17%, outpacing the market and marking 16 consecutive quarters of double-digit growth [3] - Expedia anticipates trends to moderate in Q4 due to tough comparisons against the previous year [3] - Luxury travel remains strong, unaffected by economic concerns [8] Company Strategy & Innovation - Expedia is leveraging AI across its strategic priorities, including customer value, growth opportunities, margin expansion, and operational efficiencies [4] Competitive Landscape - Viator, Expedia's experiences platform, is driving significant growth [4] - Cruise lines (Norwegian, Carnival, Royal Caribbean) are reporting strong forward bookings, indicating value perception [6] - Las Vegas market shows mixed performance, with Caesars facing challenges (low room rates, concert cancellations) while Wynn reports record profitability [7]
Airbnb and Lyft shares drop after hours on cautious outlook, competitive pressure
CNBC Television· 2025-08-06 23:03
Airbnb's Performance & Outlook - Airbnb's Q2 earnings showed a double beat, but the stock reversed course during the earnings call [1] - Investors are concerned about Airbnb's growth trajectory due to a cautious Q3 outlook for both revenue and adjusted EBITDA [2] - Airbnb faces tough comparisons, especially against strong performance from rival Booking Holdings [2] Travel Industry & Consumer Demand - Lyft shares were down as much as 14% after missing on revenue for the quarter [2] - Lyft's CEO indicated they are focusing on partnerships for its autonomous vehicle strategy [3] - The travel industry prints from Uber and Lyft suggest investors are jittery about the health of the consumer and travel demand [3] Competitive Landscape - The intense rivalry between Lyft and Uber continues to be a key factor [2] - Uber's CEO stated that Uber is not seeing weakness in the consumer [3] - Lyft's numbers indicated weakening US travel demand [3]