Feb. 25 at 7:55 PM
CFRA: US Travel Assn, total US travel spending is expected to have grown by +1.1% to
$1.35T in FY25, and is expected to reach
$1.49T by FY29 (latest available).
In 2026, spending will likely be led by continued demand for
domestic leisure travel (offset by macroeconomic pressures & declining consumer confidence), external events (eg, the FIFA World Cup 2026 & America250), & potentially a weaker USD due to looser monetary policy.
However, it should be noted that the broader outlook is affected by weakening demand from international travelers (likely stemming from negative political views of the Trump administration), tighter immigration restrictions, & macroeconomic pressures.
PWC: US hotel industry is seeing positive y/y gains in early 2026, w/ RevPAR for mid-Feb 2026 up +4.6% y/y to
$103.35
Global casino hotel market is projected to grow from
$204.06B in 2025 to
$213.09B in 2026
$CCL $NCLH $DAL $ABNB $EXPE