Filtered library · Theme
travel-leisure-reopening theme · 7 dossiers
Dossiers in the travel-leisure-reopening theme cluster — 7 names moving on shared catalysts.
All dossiersNCLH
freshNorwegian Cruise Line Holdings Ltd.
travel-leisure-reopening
analysed · →
ULCC
freshFrontier Group Holdings, Inc.
The SAVE-grounding binary already fired Spirit exited and Frontier's 2026-05-05 call guided ~20% Y/Y Q2 RASM growth on absorbed capacity. The trade is now a fuel-cyclical: ULCC re-rates only if jet fuel rolls over enough to push that RASM…
Earnings inflection travel-leisure-reopening
catalyst · →
ALK
freshAlaska Air Group, Inc.
travel-leisure-reopening
analysed · →
PEB
freshPebblebrook Hotel Trust
travel-leisure-reopening
analysed · →
PK
freshPark Hotels & Resorts Inc.
travel-leisure-reopening
analysed · →
TRIP
freshTripAdvisor, Inc.
travel-leisure-reopening
analysed · →
VAC
freshMarriott Vacations Worldwide Corporation
travel-leisure-reopening
analysed · →