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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 ...

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Investment Recommendations - Lansburg Bennett Private Wealth Management anticipates holding Palo Alto Networks for another 5-7 years, considering it a long-term winner [5] - The firm expresses interest in Viking Holdings, anticipating a 32% year-over-year earnings increase, but prefers a pullback before buying [7] - The firm is not going to own Estee Lauder due to concerns about earnings and revenue growth [9] Industry Dynamics - Cybersecurity is a continuously advancing field, driven by AI advancements [3] - Viking Holdings effectively markets itself to higher-end, adult-only consumers, offering smaller, bespoke experiences [6] - Estee Lauder faces significant competition in the cosmetics industry, impacting earnings and revenue growth [8][9] Company Performance Expectations - Palo Alto Networks' EPS is expected to be up 16% year-over-year [5] - Viking Holdings' earnings are expected to be up 32% year-over-year [7] - Estee Lauder's earnings are expected to be down 85% year-over-year, potentially marking the bottom [9]

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]

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]

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 ...

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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]