8 Travel Services companies within the Consumer Cyclical sector.
| Symbol | Company | Price | 1‑day | 1‑month |
|---|---|---|---|---|
| BKNG | Booking | $214.42 | +3.39% | +22.16% |
| ABNB | Airbnb | $178.07 | +17.43% | +21.23% |
| RCL | Royal Caribbean Cruises | $320.00 | -0.17% | +11.08% |
| CCL | Carnival | $28.99 | +1.22% | +9.06% |
| EXPE | Expedia Group | $310.68 | +1.34% | +16.02% |
| TCOM | Trip.com Group | $46.14 | -0.22% | +11.37% |
| NCLH | Norwegian Cruise Line | $19.25 | -0.62% | -2.58% |
| TRIP | Tripadvisor | $10.78 | +3.45% | -19.13% |
Travel services companies are mostly intermediaries. They match travellers with accommodation, flights and experiences and take a commission, holding no aircraft and few beds, which makes the model asset-light and the incremental margin on a booking very high.
The vulnerabilities are demand-side and structural. Travel spending is deferrable and falls sharply in a downturn; bookings are made well in advance and can be cancelled, so reported bookings and recognised revenue diverge; and customer acquisition depends heavily on paid search, which means a meaningful share of gross profit is paid to a small number of traffic sources whose pricing the intermediary does not control.
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