Filtered library · Theme

travel-leisure-reopening theme · 7 dossiers

Dossiers in the travel-leisure-reopening theme cluster — 7 names moving on shared catalysts.

All dossiers

NCLH

fresh

Norwegian Cruise Line Holdings Ltd.

LOW

travel-leisure-reopening

analysed · 2026-06-17T19:16:02+00:00 →

ULCC

fresh

Frontier Group Holdings, Inc.

LOW

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 · 2026-04-30 →

ALK

fresh

Alaska Air Group, Inc.

NONE

travel-leisure-reopening

analysed · 2026-06-17T06:06:52+00:00 →

PEB

fresh

Pebblebrook Hotel Trust

NONE

travel-leisure-reopening

analysed · 2026-06-17T06:06:52+00:00 →

fresh

Park Hotels & Resorts Inc.

NONE

travel-leisure-reopening

analysed · 2026-06-17T06:06:52+00:00 →

TRIP

fresh

TripAdvisor, Inc.

NONE

travel-leisure-reopening

analysed · 2026-06-17T06:06:52+00:00 →

VAC

fresh

Marriott Vacations Worldwide Corporation

NONE

travel-leisure-reopening

analysed · 2026-06-17T06:06:52+00:00 →