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Hyatt Raises Outlook, but Its All-Inclusives Lag

When affluent travelers spend, Hyatt wins. The catch is that a portfolio built on luxury leisure is a bet on the wealth effect, and the good times could end if the stock market sneezes.

Who it impacts: Luxury and all-inclusive resort leaders, Mexico/Caribbean route planners, Mexico DMOs.

What changed: Cancún air capacity, a Q4 all-inclusive rebound, and whether luxury demand survives volatility.

What to watch: All-inclusive RevPAR fell 2.5%; Hyatt raised 2026 RevPAR outlook to 5% -5.5% on luxury leisure.

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Women Leading Travel Leadership Exchange · Las Vegas · Dec 8

The leadership rules women are handed often cost more than they return.

On December 8 in Las Vegas, senior women across travel gather to challenge them directly, hosted by Chrisann Flatt of Wynn Las Vegas and MGM Resorts’ Shelly Cruz.

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Antarctic Tourism Is Booming. Guides Say Expertise Is Thinning

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Antarctica’s ship capacity grew faster than its pool of experienced guides, and veterans say that’s changing what guests can safely do. The industry disputes that standards have slipped, but no single authority can cap growth on a continent governed by consensus.

Thailand Keeps Building for Tourists Who May Not Come

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Thailand’s arrivals outlook has weakened, but new rooms and flights are still coming. The test is whether resilient luxury demand and new source markets can deliver the returns that investors want.

Wyndham Launches Homes & Havens to Take On Marriott

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Whether Wyndham's Homes & Havens can compete with Marriott's far larger collection is an open question. But for Wyndham, this is only day one.

Norwegian Cruise Line’s Turnaround Shows Early Traction After Activist Shakeup

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Better close-in demand, cost cuts, and second-half 2027 bookings on par with last year at higher prices suggest Norwegian Cruise Line's turnaround plan is starting to take hold, but the company still trails rivals that are already growing yields.

IndiGo’s Willie Walsh Wants More Revenue From Every Passenger

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IndiGo’s answer to losing passengers is the Ryanair model of earning more from each one. But Ryanair’s extras depend on European rules. Walsh himself concedes India’s rules do put limits on that playbook.

Which Airlines Are Still Skipping Dubai This Winter

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Dubai’s airport is busy, but the long-haul airlines that fill its luxury hotels are mostly staying out until spring. Hotels organizing around a European winter rebound need to plan for a later one.

MGM Resorts Sees Lost Pricing Power in Las Vegas as Travel Costs Bite

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Higher transportation costs appear to be squeezing Las Vegas hotels’ pricing power. Yet convention business has helped offset weaker leisure demand in some months

Watch How Expedition Travel Is Changing Luxury

SPONSORED · LINDBLAD EXPEDITIONS

In this Skift Global Forum video recap, Lindblad CEO Natalya Leahy explains why authentic experiences are redefining luxury travel.

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From Skift Research

The Loyalty Bar Is Rising: Guests Are Becoming Harder to Impress

Perks remain what travelers want most from hotel loyalty programs, but interest in every tracked priority fell or held flat from 2024 to 2025.

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Skift Podcast

AI Doesn’t Have the Bug That Made OTAs Rich

Sam Shank, co-founder and former CEO of HotelTonight, explains why AI agents don’t carry the cognitive biases that made OTAs so lucrative.

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Skift Executive Search

People Moves

  • HotelKey has announced four leadership updates as it scales globally: Julie Arrowsmith as EVP and Chief Financial Officer, Craig Chait as VP, APAC, Adnan Malik as VP, EMEA, and Laura Atallah as Head of Marketing.

  • Steve Reynolds has been appointed CEO of Variety Cruises, succeeding Filippos Venetopoulos, who becomes Executive Chairman.

  • Lindsay Riggs has started a new position as Vice President, Digital and Content Marketing at the Las Vegas Convention and Visitors Authority.

  • Edie Rodriguez has been appointed CEO and a member of the Board of Directors at Transcend Cruises, succeeding Gregg Marston, who stays on as a board member.

  • Meghan Montana, currently Chief Strategy Officer, has been appointed CFO of Norwegian Cruise Line Holdings, effective 1 January 2027, succeeding Mark Kempa, who is stepping down after more than 25 years with the company.

  • After more than five years, Julien Kauffmann’s time as CEO of Miral Experiences has come to an end.

  • Victoria White has joined easyJet as Head of Loyalty Currency & Subscription.

  • Shivani Arora has stepped into a new role as Head of Marketing Communications at British Airways.

  • Elina Boncheva has been promoted to SVP, Strategy and Corporate Development at WebBeds Group, after more than a decade at the company.

  • Hilton Grand Vacations Appoints Mike Riley as EVP, Chief Sales & Marketing Officer.

This week's people moves shaping the industry. Email us about a move.

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