Weekly Travel Comps
2 February 2026
Stock Price Movement: Last week, S&P 500 +0.3%, Nasdaq Composite −0.2%, and Dow Jones Industrial Average −0.4%, with the S&P’s modest gain driven by AI optimism and strong earnings news while the Nasdaq and Dow lagged amid profit-taking and monetary-policy uncertainty. The coverage universe moved from -6.5% to +4.3%. Atour down 6.5%
Key events during the previous week:
Accor Hotels: Accor Appoints New Chief Franchise Officer; Europe’s largest hotel operator Revo Group collapses - affecting 260 properties in 12 countries; Accor Launches ALL Accor in ChatGPT for Hotel Bookings
Trip.com: China’s cross-border trips hit 697 million in 2025, setting record high
Hilton Hotels: Hilton Reports 6.7% Net Unit Growth in 2025, Pipeline Reaches 520,000 Rooms
Marriott International: Marriott International reports 4.3% net room growth in 2025
Hyatt Hotels: Hyatt records best growth in five years on back of strong signings in Asia Pacific
MGM Resorts: MGM Resorts (MGM) Faces Decline in Las Vegas Strip Gaming Revenue
MGM China: Macau Gaming Revenue Beats Estimate on Entertainment Offerings
Expedia: Expedia laying off 10% of its technology team
Ryanair: Ryanair Lifts Outlook on Strong Demand, Boeing Delivery Improvements
Airports of Thailand: AOT Expects 135 Million Passengers in FY2026, Eyes Revenue Boost from Non-Aero Segment
TAV Airports: Almaty Airport set for expansion as Kazakhstan bets on its main aviation hub; TAV Havalimanlari Holding will soar with €2.5 billion investments fueling future growth