leisure

Bank of America Securities offered a cross-sector analysis of the leisure consumer space on Thursday, outlining recent performance trends across several key segments. The firm notes that while trends vary by category, segments like cruises and premium travel continue to show steady performance,...

Marriott International Inc (NASDAQ:MAR) shares are trading higher on Tuesday after the first-quarter FY25 earnings. The company reported first-quarter 2025 sales growth of 4.7% year-on-year to $6.26 billion. It beat the analyst consensus estimate of $6.17 billion. Comparable systemwide constant...

Numerous public companies have updated their 2025 guidance in response to the Trump administration’s tariffs on China, Mexico and Canada, but additional tariffs on other countries could have significant impacts, DA Davidson analyst Linda Bolton Weiser warned in a new note to clients on...

Harley-Davidson Inc (NYSE: HOG) shares have lagged once again in 2021, but one analyst said Thursday that Harley is a top leisure stock pick heading into 2022. The Analyst: Bank of America analyst Robert Ohmes reiterated his Buy rating and $70 price target for Harley. Related Link: Lordstown...

Tilman Fertitta's portfolio of restaurants and casinos is seeing tremendous momentum in recent weeks, even in California and New York, the Landry's CEO said Tuesday on CNBC's "Power Lunch." What Happened: Landry's properties just went through one of the best Spring Break...

The COVID-19 pandemic severely impacted the theme park and hotel industries, but the continued rollout of multiple vaccines against the disease represents a "shot in the arm for theme parks," according to BofA Securities.  The Disney, Comcast Analyst: Jessica Reif Ehrlich...

CNBC's Jim Cramer discussed why a commercial he saw for Norwegian Cruise Line Holdings Ltd (NYSE: NCLH) might warrant a victory lap by young investors.  What Happened: Norwegian has confirmed it won't set sail in the U.S. in the first few months of 2021, but that isn't...

Monday's encouraging vaccine update represents a "game-changing moment" for the leisure industry although the sector has to navigate through the challenging two or three quarters ahead, Raymond James analyst William Crow said on CNBC's "Worldwide Exchange." Difficult...

For the first time since 2016, Morgan Stanley says Norwegian Cruise Line Holdings Ltd (NYSE: NCLH) should be bought by investors despite an uncertain cruise environment. The Analyst Morgan Stanley's Thomas Allen upgraded Norwegian Cruise from Equal-Weight to Overweight with a price target...

Several vacation stocks including Wynn Resorts, Limited (NASDAQ: WYNN) were hard-hit last week, but there is at least one name that investors can have confidence in buying within the travel sector, according to a PiperJaffray analyst.  The Pro Craig Johnson, Piper Jaffray's chief...

Morgan Stanley picked Marriott International Inc (NASDAQ: MAR) among the lodging stocks to upgrade to an Overweight rating citing that its C-Corps have robust growth on unit-wise despite estimating lower RevPAR. Although the brokerage upgraded Choice Hotels International Inc (NYSE: CHH), the firm...

The rest of 2016 could be a wild ride for gaming & leisure investors, but a number of stocks in the space may still have significant upside ahead. According to Stifel analyst Steven Wierczynski, gaming & leisure stocks will likely continue to be unpredictable and volatile. Gaming Group...

Stuart Gordon of Berenberg commented on the leisure group, noting the sector remains "ripe" for further consolidation and Marriott International Inc (NASDAQ: MAR)'s acquisition of Starwood Hotels & Resorts Worldwide Inc (NYSE: HOT) is "only the first deal." Gordon cited valuations below...

MKM Partners analyst Christopher Agnew argued in a note on Wednesday that travel and leisure related stocks have sold off with the general market on macro concerns. The analyst argued that the move may not be fully justified and picked out four names whose fundamentals should be "much less"...