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TODAY'S LEAD SIGNAL

Travel executives asked Trump to work toward a goal of more than 100 million annual international visitors by 2030, enough to overtake France as the world's most-visited country. The head of the U.S. Travel Association says the country’s visitation numbers are heading in the right direction, but expanded travel restrictions risk inbound travel’s recovery.

TODAY'S DECISION SIGNAL

6–18 months

Can the U.S. hit 100 million visitors if travel restrictions keep expanding?

MOST EXPOSED

Las Vegas casino operators — losing Canadian visitors · Global hotel brands — visa bonds curb demand · U.S. Travel Association — pressure to win bond repeal · State Department — border screening under fire

ASK SKIFT

U.S. Travel is asking the administration for a 46% jump in annual international visitors by 2030, just as visa bond rules are cutting visa issuance more than 80% in affected countries.

WHAT TO WATCH NEXT

The visa bond program: whether the administration eases thresholds ahead of the next budget cycle.

Canadian arrivals in Las Vegas: whether the Intrepid–Air Canada partnership pulls demand toward domestic trips instead.

Saudi Vision 2030 tourism spending: how much further PIF pulls back under the new CEO.

TODAY'S DATA SIGNAL

Safety and rising costs each worry 54% of travelers, more than double the 23% who name the economy as their top national concern, according to Skift Research. That puts safety and cost well ahead of climate change impacts, overcrowding, and political instability.

Skift Global Forum

The industry is betting on 100 million U.S. visitors by 2030 while the ground keeps shifting under it. The leaders making those calls decide them in person, September 22-24 in New York City.

Brian Chesky, Dara Khosrowshahi, Glenn Fogel, Ariane Gorin, and Christopher Nassetta headline the room where travel's next chapter gets argued out.

Tickets move to full price tonight. Don’t miss out.

MINDTRIP + SKIFT

A traveler who’s spent years loyal to the same hotel chain can still feel like a stranger when checking in at the front desk. Meanwhile, an AI assistant may already know their favorite destinations, preferred room type, and spending habits.

For $7 a week, Skift gives you something the industry is missing – the full picture. Subscribe today for 25% off.

SKIFT PODCAST NETWORK

StayTerra is building a platform of premier vacation rental brands backed by Garnett Station Partners and Bessemer Venture Partners, but new CEO Amy Kothari has a clear philosophy about how to get there.

In this clip from Good Morning Hospitality, A Skift Podcast, she joins Brandreth Canaley and Michael Goldin to break down why scale has to follow quality and not the other way around, why chasing unit growth before brand strength leads to churn, and how StayTerra is thinking about market density over flag planting

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.

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