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The travel industry is facing a number of challenges. Skift Research released three reports that go into great detail to help our readers prepare for the economic downturn of the future and understand the current environment.
Trump 2.0: The Economic Impact of Travel in the U.S.
What Trump and U.S. The Politics of Inbound Tourism will Shape the Sentiment for 2025
2025 Recession Warning: A Guide for Travel Sectors in a Slowdown
This report sets up the upcoming earnings season in the first quarter, which will be a real test to see where the travel industry’s heading and how CEOs approach the possibility of a slowdown.
Delta was first to report its results and the outlook was not good. Ed Bastian stated, “With broad economic uncertainty surrounding global trade the growth has largely stagnated.” Delta has not released its full-year outlook for 2025 due to economic uncertainty.
The theme of uncertainty will likely be repeated in all earnings calls over the next few months. In uncertain economic times, many companies stop giving concrete guidance on future quarters. We anticipate that major hotels as well as online travel agencies won’t give hard numbers.
Wall Street analysts are a good source of information in the absence of any company guidance.
