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9 segments · 22 companies

Travel, Leisure & Entertainment

+5.0%chain · 1M

Booking connects transport and lodging; cruises, gaming and live events are parallel experiences driven by income and capacity.

The Travel, Leisure & Entertainment covers 9 segments and 22 companies, 0 of them chokepoints.
Over the past month the chain's median listed company returned +5.0%, against 0.0% for the S&P 500.
The strongest segment is Toys & entertainment IP (+29.8%) and the weakest Air transport (−8.8%), a 38.6-point spread.

The chain, stage by stage

Upstream on the left, end demand on the right. Figures are 1-month returns; the segment shows its median.

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Travel & lodgingEntertainment

Costs & inputs

Jet & marine fuel+12.1%

XOM+12.2%CVX+12.0%

Booking & content

Booking & lodging platforms+4.5%

BKNG−3.6%EXPE+1.8%ABNB+7.3%TRIP+10.4%

Travel & experience operations

Air transport−8.8%

DAL−7.4%UAL−11.8%LUV−5.2%AAL−10.1%

Cruise vacations+22.5%

RCL+22.8%CCL+22.5%NCLH+9.6%

Hotel brands & operators+16.8%

HLT+17.4%MAR+16.1%

Gaming & integrated resorts−8.2%

LVS−5.5%WYNN−8.2%MGM−25.8%

Live events & sports−1.6%

LYV+2.6%TKO−5.8%

Toys & entertainment IP+29.8%

HAS+31.2%MAT+28.3%

Consumer demand

Travelers & entertainment consumers

Which segments are leading

Median price return of the listed companies in each segment.

1M3M12M

Toys & entertainment IP+29.8%

Cruise vacations+22.5%

Hotel brands & operators+16.8%

Jet & marine fuel+12.1%

Booking & lodging platforms+4.5%

Live events & sports−1.6%

Gaming & integrated resorts−8.2%

Air transport−8.8%

S&P 5000.0%

Toys & entertainment IP+24.8%

Jet & marine fuel+15.1%

Hotel brands & operators+11.9%

Cruise vacations+1.8%

Booking & lodging platforms+1.3%

Live events & sports−0.9%

Air transport−10.3%

Gaming & integrated resorts−21.7%

S&P 500+4.7%

Jet & marine fuel+55.2%

Hotel brands & operators+47.5%

Toys & entertainment IP+23.6%

Air transport+8.7%

Booking & lodging platforms+4.3%

Live events & sports+3.6%

Cruise vacations−5.0%

Gaming & integrated resorts−23.4%

S&P 500+15.8%

Key numbers

2025 global cruise passengers (record)37.2MCLIA · State of the Cruise Industry 2026

Sources

BTS · Airlines, Airports, and Aviation 2026-10-07（查阅）
CLIA · State of the Cruise Industry 2026 2026

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