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25 handpicked stocks

Travel

Investment opportunities already packed for you. This carefully curated collection of travel stocks represents companies poised to capitalize on the industry's post-pandemic revival. Selected by professional analysts for their recovery potential and growth opportunities.

Author avatar

Han Tan | Market Analyst

Published on May 23

Your Basket's Financial Footprint

Summary of the Travel basket's market capitalisation and composition

Key Takeaways for Investors:
  • Large-cap dominance generally implies greater stability and lower volatility, tending to track broader market movements.
  • Suitable as a core holding in diversified portfolios rather than a short-term speculative position.
  • Expect steady, long-term appreciation rather than explosive short-term gains; outcomes are not guaranteed.
Total Market Cap
  • ABNB: $79.89B

  • MAR: $72.87B

  • RCL: $86.05B

  • Other

About This Group of Stocks

1

Our Expert Thinking

After navigating turbulent times, the travel industry is poised for significant recovery. With increasing demand for exploration and new experiences worldwide, these companies are positioned to benefit from the projected industry growth of over 4% annually and the human desire to connect through travel.

2

What You Need to Know

This collection spans the full travel ecosystem: airlines, cruise lines, hotels, booking platforms, and entertainment. The global travel market is expected to reach $1,016 billion by 2027, with air travel returning to pre-pandemic levels by 2024 and the cruise industry potentially doubling in size from 2021 to 2026.

3

Why These Stocks

These 25 companies represent established leaders driving the travel industry's comeback. From accommodation giants like Marriott and Airbnb to cruise operators like Royal Caribbean, and airlines like Delta, they're creating memorable travel experiences while potentially generating significant value for investors.

Why You'll Want to Watch These Stocks

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Post-Pandemic Rebound Potential

The travel industry is making an impressive comeback with projected market growth to $1,016 billion by 2027. These stocks could benefit enormously as travel returns to—and potentially surpasses—pre-pandemic levels.

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Cruise Industry Set to Double

Major cruise operators like Royal Caribbean, Carnival, and Norwegian are positioned for an extraordinary recovery, with the global cruise market expected to grow from $18.8 billion to $39.6 billion between 2021 and 2026.

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Air Travel Taking Off Again

Airlines are seeing passenger numbers climb toward pre-pandemic levels, expected to fully recover by 2024. This resurgence presents a potentially valuable opportunity for investors looking to ride the wave of travel's comeback story.

Get the full story on this Basket. Read our detailed article on its risks and potential.

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