Today we lay out how travel CEOs can update their strategy for the rest of the year after a series of shocks upended early plans. Hotels are betting on food as a growth engine. And holiday home operators in the UAE are slashing prices as demand sinks.

DON’T MISS THESE STORIES

The Recalibration: A CEO-to-CEO Letter on How to Think About the Rest of 2026

The Recalibration: A CEO-to-CEO Letter on How to Think About the Rest of 2026

by Rafat Ali

Six big assumptions broke in one quarter. The CEOs still running the January plan are sleepwalking into a margin trap.​​​​​​​​​​​​​​​​

The Rush to Build Hotels Around Food

The Rush to Build Hotels Around Food

by Sean O'Neill

The data is clear: food-led hotels only outperform when they're not competing with a vibrant local dining scene. Minor Hotels and a wave of other hotel groups will have to place its their new culinary-themed brands carefully.

UAE Holiday Homes Slash Prices as Demand Collapses

UAE Holiday Homes Slash Prices as Demand Collapses

by Deepthi Nair

They say aggressive discounting has become unavoidable due to ‘unreasonable’ offers from hotels.

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CHART OF THE DAY

Hotel groups have spent the past two decades expanding relentlessly. Brand counts have doubled. Loyalty programs have ballooned. Net unit growth has become the industry’s cleanest signal of momentum.

But scale is not the same as strength.

This report examines whether the global hotel industry has entered an era of brand overexpansion — and what that means for brand clarity, loyalty effectiveness, and long-term value creation.

The travel industry is moving from AI experimentation to execution, with real impact across distribution, operations, and customer experience. The Skift Data + AI Summit returns June 3 in New York City, bringing industry leaders together to share the next wave of AI applications and data strategies shaping travel.

SKIFT TRAVEL 200

How are public travel companies performing around the world? The Skift Travel 200 pulls the data you need to understand global market movements. Paid subscribers get full access here.