Marriott vs. Viking: Why the Better Quarter Doesn't Mean the Better Decade

U.S. travel and tourism spending is projected to reach about $1.35T in 2025, per the U.S. Travel Association’s Fall 2025 Forecast, indicating demand remains resilient. The article characterizes spending as continuing “nearly unabated,” supporting a mild positive read-through for travel-related companies.

Analysis

U.S. travel and tourism spending is projected to reach about $1.35T in 2025, per the U.S. Travel Association’s Fall 2025 Forecast, indicating demand remains resilient. The article characterizes spending as continuing “nearly unabated,” supporting a mild positive read-through for travel-related companies.