Filtered library · Theme
travel-leisure theme · 9 dossiers
Dossiers in the travel-leisure theme cluster — 9 names moving on shared catalysts.
All dossiersALK
Alaska Air Group, Inc.
Airline sector broke a six-year downtrend as the Hormuz fuel spike rolls over into sticky post-Spirit airfares; ALK is a fuel-relief earnings-inflection recovery layered on the Hawaiian transformation but the move already ran two months…
LIND
Lindblad Expeditions Holdings Inc.
Expedition-cruise turnaround: mid-$70s Brent and a record 2027 book drove +185% over the trailing year, and the street is now catching up Stifel to $32 (Jul 10), Benchmark to $34 (Jun 29), both above the ~$25.67 spot. The oil catalyst is…
ULCC
Frontier Group Holdings, Inc.
Oil-tailwind inflection now firing: crude slipped below $80 (2026-06-17) and sell-side is repricing airlines for fuel relief Citi $5→$9 (06-26), UBS $7 (06-23), both Neutral. Frontier is the leveraged expression, carrying the Spirit…
VAC
Marriott Vacations Worldwide Corporation
New-management turnaround re-rating still accelerating: VAC punched through Goldman's $100 target to fresh 52-week highs (~$102–106), and Deutsche Bank's June 30 hike to $119 (Buy) reset the ceiling above the tape. But it's extended near…
NCLH
Norwegian Cruise Line Holdings Ltd.
Cruise complex re-rating on the fuel-cost collapse from the 2026-06-15 U.S.–Iran peace deal; NCLH is the highest-torque, most-levered name. Sell-side has now clustered ($22–25 PTs: Citi, Wells Fargo, TD Cowen), signaling the theme is…
PEB
Pebblebrook Hotel Trust
Travel-reopening laggard flipped to a live re-rate: PEB broke its mid-teens base to a 52-week high ($19.75) as three desks lifted targets Truist to $22 (2026-06-29) off its first roadshow since 2019. The discount-to-NAV gap has largely…
PK
Park Hotels & Resorts Inc.
Travel-leisure-reopening (ACCELERATING since 2026-06-17) already re-rated PK ~40% off spring lows to ~$14.42, pressing the 52-wk high $14.95 and the $14.16 avg consensus PT. Q1 FFO $0.45 beat $0.39; FY26 guide $1.74–$1.90. The laggard has…
SABR
Sabre Corporation
Deleveraging turnaround off the $0.81 low has reclaimed its base: price bounced ~20% from the 6/05 $1.66 test of the 50-day MA back to $1.99 (6/26 close), validated by Constellation Software's ~12.7% stake and a demolished maturity wall.…
STUB
StubHub Holdings, Inc.
Busted-IPO turnaround leg re-accelerating: +30.5% in June on a Q1 profitability inflection plus live experience-economy catalysts FIFA World Cup resale, FestProtect launch, Einhorn's new stake, Guggenheim Buy initiation. At ~$12.82 it…