Weekly Travel Comps
16 February 2026
Stock Price Movement: Last week, the three major indices all posted weekly losses with the Dow Jones Industrial Average fell about –1.2%, the S&P 500 slid roughly –1.4%, and the Nasdaq Composite dropped around –2.1%, driven by ongoing concerns about technology-sector weakness and AI-related disruption despite some positive inflation data late in the week. The coverage universe moved from -16.6% to +6.8%. Sabre down 16.6%
Key events during the previous week:
Accor Hotels: Accor, InterGlobe hotel JV to go public
Trip.com: China Regulators Summon Trip.com, Alibaba Units Over Lending Practices
H World Group: H World aims to be ‘Marriott of China’ with 20,000 hotels
Hilton Hotels: Hilton CEO expresses optimism for 2026 despite Q4 softness
Marriott Hotels: Marriott posts RevPAR, development gains in Q4 2025
Hyatt Hotels: Hyatt reports RevPAR growth for Q4, full-year 2025
Expedia: Expedia’s B2B Business Drives 11% Sales Growth in Fourth Quarter
Airbnb: Airbnb Logs Mixed Fourth Quarter Amid Ambitious Investment Plans
Ryanair: Ryanair’s O’Leary Says European SAF Targets Will Have To Be Pushed Back; Ryanair to pay CFM $1B per year to supply its new in-house engine MRO shops
Far East Hospitality: Far East Hospitality Trust H2 DPS down 7.7% at S$0.0192
Airports of Thailand: AOT Reports Net Profit Dip for Q1 FY26 amid Concession Revenue Slump
Sabre: Sabre, PayPal, and Mindtrip Partner on Agentic AI Travel Booking
Wynn Macau: Wynn Macau sees mixed revenue trends in Q4 2025



Interesting rundown. The contrast between tech-driven market weakness and mixed travel fundamentals stands out. Which name here do you think has the best setup if sentiment improves?
I’ve subscribed and would be happy to support each other.
Jorrit