Ultime notizie per Travel+Leisure (NYSE:TNL) Azioni

Travel+Leisure

Travel+Leisure Co is a membership and leisure travel company. It provides hospitality services and travel products. The company operates in the segments of Vacation Ownership, which is the key revenue-driving segment, develops, markets and sells vacation ownership interests (VOIs) to individual consumers, provides consumer financing in connection with the sale of VOIs, and provides property management services at resorts and Travel and Membership which operates a variety of travel businesses, including three vacation exchange brands, a home exchange network, travel technology platforms, travel memberships, and direct-to-consumer rentals. The majority of the revenue is earned from the United States.

Travel+Leisure Co

Trainline PLC

Trans-Lux Corp

TNL Mediagene

Morgan Stanley analyst Matthew Cost maintains Unity Software (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/U#NYSE">U</a>) with a Overweight and raises the price target from $24 to $26.

News

Price Target

Analyst Ratings

Morgan Stanley Maintains Overweight on Unity Software, Raises Price Target to $26

Biotech

General

Pfizer CEO Albert Bourla Says "Looking At Everything" In The Obesity Market Beyond Injectable GLP-1 Drugs

Morgan Stanley analyst Vincent Andrews maintains Tronox Holdings (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TROX#NYSE">TROX</a>) with a Equal-Weight and lowers the price target from $16 to $12.

TROX

Morgan Stanley Maintains Equal-Weight on Tronox Holdings, Lowers Price Target to $12

Morgan Stanley analyst Matthew Cost maintains Trade Desk (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TTD#NASDAQ">TTD</a>) with a Overweight and raises the price target from $130 to $145.

Morgan Stanley Maintains Overweight on Trade Desk, Raises Price Target to $145

Morgan Stanley analyst Tejas Savant maintains Thermo Fisher Scientific (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TMO#NYSE">TMO</a>) with a Overweight and lowers the price target from $670 to $647.

Morgan Stanley Maintains Overweight on Thermo Fisher Scientific, Lowers Price Target to $647

<a href="https://www.bloomberg.com/news/articles/2025-01-13/lilly-asks-biden-administration-to-pause-drug-price-negotiations?srnd=homepage-europe">https://www.bloomberg.com/news/articles/2025-01-13/lilly-asks-biden-administration-to-pause-drug-price-negotiations?srnd=homepage-europe</a>
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Drugmaker Eli Lilly &amp; Co. has asked the US government to pause its forward march with drug-price negotiations, potentially thwarting the Biden administration's plans to release a new list of drug targets before leaving office next week.&nbsp;

Politics

'Lilly Asks Biden Administration to Pause Drug-Price Negotiations' - Bloomberg News

Insmed's (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/INSM#NYSE">INSM</a>) short percent of float has risen 18.59% since its last report. The company recently reported that it has 15.44 million shares sold short, which is 8.74% of all regular shares that are available for trading. Based on its trading volume, it would take traders 8.63 days to cover their short positions on average.
<h3>Why Short Interest Matters</h3>
Short interest is the number of shares that have been sold short but have not yet been covered or closed out. <a href="https://www.benzinga.com/money/how-to-short-a-stock/">Short selling</a> is when a trader sells shares of a company they do not own, with the hope that the price will fall. Traders make money from short selling if the price of the stock falls and they lose if it rises.
Short interest is important to track because it can act as an indicator of market sentiment towards a particular stock. An increase in short interest can signal that investors have become more bearish, while a decrease in short interest can signal they have become more bullish.
See Also: <a href="https://www.benzinga.com/short-interest">List of the most shorted stocks</a>
<h3>Insmed Short Interest Graph (3 Months)</h3>
<img src="https://www.benzinga.com/files/images/story/2025/1736792122_0.png" alt="short_fig" />
As you can see from the chart above the percentage of shares that are sold short for Insmed has grown since its last report. This does not mean that the stock is going to fall in the near-term but traders should be aware that more shares are being shorted.
<h3>Comparing Insmed's Short Interest Against Its Peers</h3>
Peer comparison is a popular technique amongst analysts and investors for gauging how well a company is performing. A company's peer is another company that has similar characteristics to it, such as industry, size, age, and financial structure. You can find a company's peer group by reading its 10-K, proxy filing, or by doing your own similarity analysis.
According to <a href="https://pro.benzinga.com/">Benzinga Pro</a>, Insmed's peer group average for short interest as a percentage of float is 5.01%, which means the company has more short interest than most of its peers.
Did you know that increasing short interest can actually be bullish for a stock? <a href="https://www.benzinga.com/money/how-to-make-money-on-a-short-squeeze/">This post by Benzinga Money explains how you can profit from it.</a>
This article was generated by Benzinga's automated content engine and was reviewed by an editor.

Short Sellers

Short Ideas

Trading Ideas

INSM

How Is The Market Feeling About Insmed?

GitLab's (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GTLB#NYSE">GTLB</a>) short percent of float has risen 45.91% since its last report. The company recently reported that it has 7.46 million shares sold short, which is 6.07% of all regular shares that are available for trading. Based on its trading volume, it would take traders 2.68 days to cover their short positions on average.
<h3>Why Short Interest Matters</h3>
Short interest is the number of shares that have been sold short but have not yet been covered or closed out. <a href="https://www.benzinga.com/money/how-to-short-a-stock/">Short selling</a> is when a trader sells shares of a company they do not own, with the hope that the price will fall. Traders make money from short selling if the price of the stock falls and they lose if it rises.
Short interest is important to track because it can act as an indicator of market sentiment towards a particular stock. An increase in short interest can signal that investors have become more bearish, while a decrease in short interest can signal they have become more bullish.
See Also: <a href="https://www.benzinga.com/short-interest">List of the most shorted stocks</a>
<h3>GitLab Short Interest Graph (3 Months)</h3>
<img src="https://www.benzinga.com/files/images/story/2025/1736792117_0.png" alt="short_fig" />
As you can see from the chart above the percentage of shares that are sold short for GitLab has grown since its last report. This does not mean that the stock is going to fall in the near-term but traders should be aware that more shares are being shorted.
<h3>Comparing GitLab's Short Interest Against Its Peers</h3>
Peer comparison is a popular technique amongst analysts and investors for gauging how well a company is performing. A company's peer is another company that has similar characteristics to it, such as industry, size, age, and financial structure. You can find a company's peer group by reading its 10-K, proxy filing, or by doing your own similarity analysis.
According to <a href="https://pro.benzinga.com/">Benzinga Pro</a>, GitLab's peer group average for short interest as a percentage of float is 5.22%, which means the company has more short interest than most of its peers.
Did you know that increasing short interest can actually be bullish for a stock? <a href="https://www.benzinga.com/money/how-to-make-money-on-a-short-squeeze/">This post by Benzinga Money explains how you can profit from it.</a>
This article was generated by Benzinga's automated content engine and was reviewed by an editor.

GTLB

How Is The Market Feeling About GitLab?

Morgan Stanley analyst Elizabeth Porter maintains Sprout Social (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SPT#NASDAQ">SPT</a>) with a Equal-Weight and raises the price target from $36 to $37.

Morgan Stanley Maintains Equal-Weight on Sprout Social, Raises Price Target to $37

Summit Materials's (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SUM#NYSE">SUM</a>) short percent of float has risen 14.44% since its last report. The company recently reported that it has 6.59 million shares sold short, which is 5.47% of all regular shares that are available for trading. Based on its trading volume, it would take traders 1.94 days to cover their short positions on average.
<h3>Why Short Interest Matters</h3>
Short interest is the number of shares that have been sold short but have not yet been covered or closed out. <a href="https://www.benzinga.com/money/how-to-short-a-stock/">Short selling</a> is when a trader sells shares of a company they do not own, with the hope that the price will fall. Traders make money from short selling if the price of the stock falls and they lose if it rises.
Short interest is important to track because it can act as an indicator of market sentiment towards a particular stock. An increase in short interest can signal that investors have become more bearish, while a decrease in short interest can signal they have become more bullish.
See Also: <a href="https://www.benzinga.com/short-interest">List of the most shorted stocks</a>
<h3>Summit Materials Short Interest Graph (3 Months)</h3>
<img src="https://www.benzinga.com/files/images/story/2025/1736792112_0.png" alt="short_fig" />
As you can see from the chart above the percentage of shares that are sold short for Summit Materials has grown since its last report. This does not mean that the stock is going to fall in the near-term but traders should be aware that more shares are being shorted.
<h3>Comparing Summit Materials's Short Interest Against Its Peers</h3>
Peer comparison is a popular technique amongst analysts and investors for gauging how well a company is performing. A company's peer is another company that has similar characteristics to it, such as industry, size, age, and financial structure. You can find a company's peer group by reading its 10-K, proxy filing, or by doing your own similarity analysis.
According to <a href="https://pro.benzinga.com/">Benzinga Pro</a>, Summit Materials's peer group average for short interest as a percentage of float is 2.96%, which means the company has more short interest than most of its peers.
Did you know that increasing short interest can actually be bullish for a stock? <a href="https://www.benzinga.com/money/how-to-make-money-on-a-short-squeeze/">This post by Benzinga Money explains how you can profit from it.</a>
This article was generated by Benzinga's automated content engine and was reviewed by an editor.

(SUM) - Analyzing Summit Materials's Short Interest

Morgan Stanley analyst Stefan Diaz maintains Sealed Air (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SEE#NYSE">SEE</a>) with a Equal-Weight and lowers the price target from $39 to $38.

Morgan Stanley Maintains Equal-Weight on Sealed Air, Lowers Price Target to $38

Morgan Stanley analyst Matthew Cost maintains Roblox (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/RBLX#NYSE">RBLX</a>) with a Overweight and raises the price target from $65 to $75.

RBLX

Morgan Stanley Maintains Overweight on Roblox, Raises Price Target to $75

Morgan Stanley analyst Brian Nowak maintains Pinterest (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PINS#NYSE">PINS</a>) with a Equal-Weight and raises the price target from $35 to $36.

PINS

Morgan Stanley Maintains Equal-Weight on Pinterest, Raises Price Target to $36

Morgan Stanley analyst Angel Castillo maintains Olin (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/OLN#NYSE">OLN</a>) with a Underweight and lowers the price target from $41 to $31.

Morgan Stanley Maintains Underweight on Olin, Lowers Price Target to $31

Morgan Stanley analyst Nigel Dally maintains Mosaic (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MOS#NYSE">MOS</a>) with a Equal-Weight and lowers the price target from $40 to $30.

Morgan Stanley Maintains Equal-Weight on Mosaic, Lowers Price Target to $30

Morgan Stanley analyst Brian Nowak maintains Meta Platforms (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/META#NASDAQ">META</a>) with a Overweight and raises the price target from $600 to $660.

Morgan Stanley Maintains Overweight on Meta Platforms, Raises Price Target to $660

Morgan Stanley analyst Nathan Feather maintains Match Group (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MTCH#NASDAQ">MTCH</a>) with a Equal-Weight and raises the price target from $31 to $32.

MTCH

Morgan Stanley Maintains Equal-Weight on Match Group, Raises Price Target to $32

Citigroup analyst Andrew Kaplowitz maintains Xylem (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XYL#NYSE">XYL</a>) with a Buy and lowers the price target from $148 to $147.

Citigroup Maintains Buy on Xylem, Lowers Price Target to $147

Morgan Stanley analyst Vincent Andrews maintains LyondellBasell Industries (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LYB#NYSE">LYB</a>) with a Overweight and lowers the price target from $110 to $90.

Morgan Stanley Maintains Overweight on LyondellBasell Industries, Lowers Price Target to $90

Streaming giant Netflix Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NFLX#NASDAQ">NFLX</a>) gets a price target increase and call for a subscriber beat ahead of <a href="https://www.benzinga.com/general/sports/25/01/42882919/netflix-q4-to-show-advertising-live-sports-strength-analyst-says-multiyear-narrative-of-compounded-growth">fourth-quarter financial results.</a>
The Netflix Analyst: Macquarie analyst Tim Nollen reiterated an Outperform rating on Netflix and raised the price target from $795 to $965.
Read Also: <a href="https://www.benzinga.com/24/12/42751367/netflix-posts-record-debut-with-squid-game-season-2-heres-how-many-people-watched-show">Netflix Posts Record Debut With &#8216;Squid Game&#8217; Season 2: Here&#8217;s How Many People Watched Show</a>
The Analyst Takeaways: Live sports and several highly anticipated content releases in the fourth quarter could lead to a strong subscriber figure, Nollen said in a new investor note.
"We estimate Netflix will finish 2024 with more than 33m sub adds globally, totaling 293m, and there is a decent chance it beats this given the popularity of the Paul/Tyson fight, two NFL Christmas games and the Squid Game 2 release," Nollen said.
The analyst reminds investors this is the last quarter Netflix will provide subscriber figures and highlights the key areas to watch going forward.
"The focus now shifts to better monetizing the ad tier, with likely live sports expansion and price increases boosting revenue and earnings."
Nollen estimates that advertising revenue will be $2 billion in 2025, $3 billion in 2026 and $4.5 billion in 2027. Price increases for the U.S. standard plan could also add around $600 million in annualized revenue each year.
In the report, Nollen dives into live events as a key driver for Netflix subscriber growth and retention and also for advertising growth.
Nollen estimates Netflix made money on the NFL Christmas games, the WWE contract and<a href="https://www.benzinga.com/general/sports/24/12/42628116/netflix-adds-womens-world-cup-media-rights-from-football-to-futbol-streamer-all-in-on-live-sports"> future Women's World Cups</a>. The streamer could also bid on MLB and NFL rights as early as 2028.
"Netflix's current growth drivers set up a long-term runway for dominance in streaming."
Nollen highlights advertising tier growth, live events, upcoming price increases and intelligent content spending as the four keys to the Netflix story going forward.
On the subject of price increases, Nollen says Netflix's standard ad-free plan is less expensive than competitors like Max, Disney+, Hulu and Prime and has the most engagement, meaning churn could stay low with a higher monthly rate.
After landing rights to NFL games, the Tyson/Paul fight and WWE, Nollen doesn't think Netflix will slow down in its efforts to add live events.
"We expect Netflix to continue to acquire premium live content that will drive subscriber growth and retention, and importantly boost ad revenue."
Nollen said Netflix's push into live events could force pay TV subscribers out of the market.
"We expect events like the Christmas Day games and weekly WWE to put Netflix in a competitive position to gain more rights as it can distribute and monetize globally."
NFLX Price Action: Netflix stock trades at $839.41 on Monday at publication versus a 52-week trading range of $475.26 to $941.75. Netflix stock is up 74% over the last year.
Read Next: 
<ul>
<li><a href="https://www.benzinga.com/general/entertainment/24/12/42563662/streamers-max-paramount-won-november-heres-why-analyst-expects-netflix-amazon-to-win-december">Streamers Max, Paramount+ Won November: Here&#8217;s Why Analyst Expects Netflix, Amazon To Win December</a></li>
</ul>
Photo: Courtesy Netflix

Analyst Color

Entertainment

Reiteration

Media

NFLX

Netflix Stock Has 'Long Term Runway For Dominance In Streaming': Analyst Highlights 4 Key Catalysts

Barclays raised the firm's price target on Travel + Leisure (TNL) to $48 from $41 and keeps an Underweight rating on the shares as part of a 2025 o...

Travel + Leisure price target raised to $48 from $41 at Barclays

The consumer discretionary market is flourishing, driven by cooling inflation, rising income levels, and improving consumer confidence. As consumer spending surges amid holiday shopping, buying top consumer discretionary stocks Amazon.com (AMZN), The TJX Companies (TJX), and Travel + Leisure (TNL) could be ideal. Read more... In the last few months, consumer spending has rapidly increased, fueled by steady economic recovery, easing inflation, supportive government initiatives, and a favorable job market. This rapid rise in consumer spending, especially amid the holiday shopping season, is propelling the consumer discretionary industry's growth.
Given this backdrop, it could be wise to invest in fundamentally strong consumer discretionary stocks Amazon.com, Inc. (<a href="https://stocknews.com/stock/AMZN/">AMZN</a>), The TJX Companies, Inc. (<a href="https://stocknews.com/stock/TJX/">TJX</a>), and Travel + Leisure Co. (<a href="https://stocknews.com/stock/TNL/">TNL</a>) with significant growth potential.
With positive economic indicators like lower borrowing costs, low unemployment rates, and a steady job market, consumer spending is continuing on its upward trend. A <a href="https://www.mckinsey.com/industries/consumer-packaged-goods/our-insights/the-state-of-the-us-consumer">report by McKinsey</a> showed that the US consumer optimism reached its highest level in the fourth quarter of 2024.
As the U.S. inflation is easing, it is boosting consumers' confidence in the market, allowing them to consider spending on non-essential items. Further, aspects like rising disposable income, online market expansion, and strategic retail discounts and marketing will fuel consumer spending in the ongoing quarter.
Also, amid the holiday season, U.S. retail is expected to surge to unprecedented levels. During November 2024, <a href="https://tradingeconomics.com/united-states/retail-sales">U.S. retail sales increased 0.7%</a> from the prior month and above the forecast of 0.5%. In the ongoing holiday shopping season, motor vehicles and part dealers and non-store retailers' sales marked the highest increases of 2.6% and 1.8% in November.
According to Statista, the total value of retail sales during the holiday shopping season is expected to <a href="https://www.statista.com/statistics/1189993/holiday-season-retail-sales-value-us/">total $973 billion in 2024</a>, representing a 4.8% increase from the previous year's value of around $929 billion.
With these trends in mind, investors could consider investing in fundamentally sound consumer discretionary stocks: AMZN, TJX, and TNL.
Amazon.com, Inc. (<a href="https://stocknews.com/stock/AMZN/">AMZN</a>)
AMZN internationally engages in the retail sale of consumer products, advertising, and subscription services through online and physical stores. It operates through three segments: North America, International, and Amazon Web Services (AWS). The company also manufactures and sells electronic devices and develops and produces media content.
On December 9, AMZN and Intuit Inc. (<a href="https://stocknews.com/stock/INTU/">INTU</a>) announced a multi-year partnership to empower millions of Amazon sellers with Intuit's AI-driven platform, offering financial management tools, compliance support, and capital access. Intuit's AI-driven expert platform will allow AMZN's sellers to discover and access Intuit's platform seamlessly, benefiting from powerful financial insights.
On December 4, AMZN's Amazon Web Services, Inc. (AWS) announced four innovations for Amazon SageMaker AI to help customers get started faster with popular publicly available models, maximize training efficiency, lower costs, and use their preferred tools to accelerate generative artificial intelligence (AI) model development.
During the third quarter that ended September 30, 2024, AMZN reported total net sales of $158.88 billion, indicating growth of 11% year-over-year. Its <a href="https://www.investopedia.com/terms/o/operatingincome.asp">operating income</a> grew 55.6% from the prior-year quarter to $17.41 billion. The company's net income and EPS amounted to $15.33 billion and $1.43, reflecting increases of 55.2% and 52.1% from the prior-year quarter, respectively.
Street expects AMZN's revenue for the fourth quarter (ending December 2024) to increase 10.2% year-over-year to $187.24 billion. The company's EPS for the ongoing quarter is expected to grow 47.6% year-over-year to $1.48. Also, AMZN has topped the consensus EPS estimates in all four trailing quarters, which is impressive.
Shares of AMZN have soared 26.6% over the past six months and 51.2% over the past year to close the last trading session at $232.93.
AMZN's solid fundamentals are reflected in its <a href="https://stocknews.com/powr-ratings/">POWR Ratings</a>. The stock has an overall rating of B, which translates to a Buy in our proprietary rating system. The POWR Ratings are calculated by considering 118 different factors, each weighted to an optimal degree.
AMZN has an A grade for Sentiment. It also has a B grade for Momentum, Quality, and Growth. It is ranked #14 out of 52 stocks in the A-rated <a href="https://stocknews.com/category/internet/">Internet</a> industry.
In addition to the POWR Ratings we've stated above, we also have AMZN's ratings for Value and Stability. Get all AMZN ratings <a href="https://stocknews.com/stock/AMZN/">here</a>.
The TJX Companies, Inc. (<a href="https://stocknews.com/stock/TJX/">TJX</a>)
TJX operates as an off-price apparel and home fashion retailer internationally. The company operates in four segments: Marmaxx; HomeGoods; TJX Canada; and TJX International. It sells family apparel, home fashions, cookware, jewelry and accessories, and other merchandise.
On December 9, TJX declared a quarterly dividend on its common stock of $.375 per share, payable on March 6, 2025, to shareholders of record on February 13, 2025.
TJX pays an annual dividend of $1.50, which translates to a yield of 1.21% at the current share price. Its four-year average dividend yield is 1.30%. Also, the company's dividend payouts have increased at a CAGR of 11.9% over the past three years.
On June 7, TJX entered into a definitive agreement for a joint venture with Grupo Axo, S.A.P.I. de C.V., an operator of global brands in Mexico and South America. Under the terms of the agreement, TJX owns 49%, and Axo owns 51% of the joint venture. The agreement comprises Axo's off-price physical store business in Mexico, which includes over 200 stores.
For the third quarter that ended November 2, 2024, TJX's net sales increased 6% year-over-year to $14.06 billion. Its income before income taxes grew 9.3% from the year-ago value to $1.74 billion. In addition, the company's net income and EPS came in at $1.30 billion and $1.14, up 8.9% and 10.7% from the prior year's quarter, respectively.
Street expects TJX's revenue and EPS for the first quarter (ending April 2025) to increase 5.7% and 6.8% year-over-year to $13.19 billion and $0.99, respectively. Furthermore, the company surpassed the consensus revenue and EPS estimates in all of the trailing four quarters.
TJX's stock has gained 12.3% over the past six months and 37.7% over the past year to close the last trading session at $123.72.
TJX's bright prospects are reflected in its POWR Ratings. The stock has an overall rating of B, equating to a Buy in our proprietary rating system.
The stock has a B grade for Stability, Sentiment, Momentum, and Quality. TJX is ranked #13 among 60 stocks in the <a href="https://stocknews.com/category/fashion-luxury/">Fashion &amp; Luxury</a> industry.
<a href="https://stocknews.com/stock/TJX/">Click here</a> to access TJX's additional ratings for Growth and Value.
Travel + Leisure Co. (<a href="https://stocknews.com/stock/TNL/">TNL</a>)
TNL internationally provides hospitality services and travel products. The company operates through two segments: Vacation Ownership and Travel and Membership. The company develops, markets, and sells vacation ownership interests (VOIs) to individual consumers and provides consumer financing for the sale of VOIs and property management services at resorts.
On November 6, TNL's board of directors declared a regular cash dividend of $0.50 per share on the company's common stock. The dividend was scheduled for payment on December 31, 2024, to shareholders who were on record as of December 13, 2024. It pays an annual dividend of $2, which translates to a dividend yield of 3.58% at the prevailing price levels.
TNL pays an annual dividend of $2, which translates to a yield of 3.75% at the current share price. Its four-year average dividend yield is 3.53%. Moreover, the company's dividend payouts have increased at a CAGR of 17% over the past three years.
TNL's net revenues increased 0.7% year-over-year to $993 million during the third quarter that ended September 30, 2024. Its operating income was $189 million, and adjusted EBITDA was $242 million for the same period. Also, the company's adjusted net income came in at $110 million. Its adjusted EPS of $1.57 indicates growth of 1.9% from the prior year's quarter.
As per its fourth quarter 2024 guidance, TNL expects adjusted EBITDA of $240 million to $260 million, and its gross VOI sales are expected between $550 million and $600 million.
Also, for the full year, the company reaffirmed its adjusted EBITDA of $915 million to $935 million. It now expects gross VOI sales of $2.25 billion to $2.30 billion.
Analysts expect TNL's revenue for the first quarter (ending March 2025) to increase 2.6% year-over-year to $940.09 million, and its EPS is expected to grow 10.3% year-over-year to $1.07 for the same quarter. Moreover, the company has topped the consensus EPS estimates in each of the trailing four quarters, which is impressive.
TNL's stock has surged 20.4% over the past six months and 33.4% over the past year to close the last trading session at $53.33.
TNL's POWR Ratings reflect its bright outlook. The stock has an overall rating of B, which translates to a Buy in our proprietary rating system.
The stock has a B grade for Value. Within the B-rated <a href="https://stocknews.com/category/travel-hotels-resorts/">Travel – Hotels/Resorts</a> industry, TNL is ranked #3 among 20 stocks.
<a href="https://stocknews.com/stock/TNL/">Click here</a> to access additional ratings of TNL for Growth, Stability, Momentum, Quality, and Sentiment.
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AMZN shares were trading at $231.15 per share on Tuesday afternoon, down $1.78 (-0.76%). Year-to-date, AMZN has gained 52.13%, versus a 28.33% rise in the benchmark S&amp;P 500 index during the same period.
<hr><div style="clear:both;"></div> <h2>About the Author: Rjkumari Saxena</h2> <img src='https:/wp-content/uploads/2024/04/Rajkumari-Saxena_Image-1.jpeg' style="float:left; padding:5px;width:125px;">Rajkumari started her career as a writer but gradually shifted her focus to financial journalism, leveraging her educational background in Commerce. Fascinated by the interplay of business and economic shifts in equities, she aspires to evolve as an analyst. With a knack for simplifying complex financial concepts, her mission is to empower investors with insights that lead to profitable decisions.<a href="https://stocknews.com/authors/?author=rajkumari-saxena">More...</a>The post <a href=https://stocknews.com/news/amzn-tjx-tnl-intu-3-consumer-discretionary-stocks-set-to-thrive-in-2025/>3 Consumer Discretionary Stocks Set to Thrive in 2025</a> appeared first on <a href=https://stocknews.com/>StockNews.com</a>

3 Consumer Discretionary Stocks Set to Thrive in 2025

FTC bans hidden junk fees used especially in lodging, live events industry

Trends like sustainable travel, bleisure, and tech-enhanced experiences are driving the travel industry's growth. Given the favorable industry trends, fundamentally strong travel stocks Expedia Group (EXPE), SkyWest (SKYW), and Travel + Leisure (TNL) are poised for upside. Continue reading… The travel industry is undergoing significant transformation, with emerging trends reshaping the way people experience travel. Sustainable travel is gaining traction, with travelers seeking eco-friendly options that reduce their carbon footprint. In addition, the rise of "bleisure" travel, which refers to blending business and leisure, is showcasing new avenues for companies to cater to professionals seeking both productivity and relaxation.
Technological advancements, including AI, contactless services, and virtual reality, are improving the travel experience, making it more seamless and personalized. Furthermore, wellness travel is becoming increasingly popular, with consumers prioritizing health and well-being while on the go.
As the travel industry adapts to these shifts, several stocks are well-positioned to benefit, out of which Expedia Group, Inc. (<a href="https://stocknews.com/stock/EXPE/">EXPE</a>), SkyWest, Inc. (<a href="https://stocknews.com/stock/SKYW/">SKYW</a>), and Travel + Leisure Co. (<a href="https://stocknews.com/stock/TNL/">TNL</a>) stand out.
The global travel and tourism market is projected to grow 4% annually from 2024 to 2029, reaching a <a href="https://www.statista.com/outlook/mmo/travel-tourism/worldwide">market volume of $1.11 trillion</a>. This growth trajectory presents a significant opportunity for these stocks, offering the potential for robust investor returns in the coming years.
Let's delve deeper into the featured stocks:
Expedia Group, Inc. (<a href="https://stocknews.com/stock/EXPE/">EXPE</a>)
EXPE offers a variety of travel products through brands like Expedia, Hotels.com, and Vrbo, providing services to individual travelers with lodging, flights, and car rentals. Its B2B services support airlines, travel agents, and corporations with travel technology, while trivago connects users to hotel options through its metasearch platform.
During the fiscal third quarter that ended September 30, 2024, EXPE's revenues increased 3.3% year-over-year to $4.06 billion. Its operating income grew 25.5% from the year-ago value to $762 million. In addition, the company's adjusted net income attributable to Expedia Group, Inc. and adjusted EPS came in at $809 million and $6.13, up 4% and 13.3% over the prior-year quarter, respectively.
Analysts expect EXPE's EPS and revenue for the fourth quarter ending December 31, 2024, to increase 20% and 6.42% year-over-year to $2.06 and $3.07 billion, respectively. It surpassed the Street EPS estimates in each of the trailing four quarters, which is promising.
Over the past year, the stock has gained 32.8% to close the last trading session at $185.01. It soared 21.9% year-to-date.
EXPE's <a href="https://stocknews.com/powr-ratings/">POWR Ratings</a> reflect its robust outlook. The stock has an overall rating of B, equating to a Buy in our proprietary rating system. The POWR Ratings are calculated by considering 118 distinct factors, with each factor weighted to an optimal degree.
EXPE has an A grade in Quality and a B in Value. It is ranked #4 out of 52 stocks in the A-rated <a href="https://stocknews.com/category/internet/">Internet</a> industry.
Beyond what we have stated above, we also have given EXPE grades for Growth, Momentum, Stability, and Sentiment. Get all the EXPE's ratings <a href="https://stocknews.com/stock/EXPE/">here</a>.
SkyWest, Inc. (<a href="https://stocknews.com/stock/SKYW/">SKYW</a>)
SKYW operates in the U.S. through SkyWest Airlines, SWC, and SkyWest Leasing segments. It provides passenger and air freight services along with aircraft leasing, on-demand charters, and ground handling services. These services are available to regional passengers, air freight customers, third-party airlines leasing aircraft and engines, charter service clients, and airport authorities.
In the fiscal third quarter ended September 30, 2024, SKYW's total operating revenues increased 19.1% year-over-year to $912.79 million. Its operating income was $131.44 million, up 166.7% from the year-ago value. Moreover, its net income and EPS stood at $ 89.71 million and $ 2.16, up 282.1% and 292.7% over the prior-year quarter, respectively.
Street expects SKYW's revenue and EPS for the fourth quarter ending December 31, 2024, to increase 21% and 331.8% year-over-year to $909.96 million and $1.81, respectively. It surpassed the consensus EPS estimates in each of the trailing four quarters.
The stock climbed 119.2% year-to-date and has returned 130.9% over the past year to close the last trading session at $114.43.
SKYW's POWR Ratings reflect strong prospects. The stock has an overall rating of B, which translates to a Buy in our proprietary rating system.
It has a B grade for Growth, Sentiment, and Quality. It is ranked #6 out of 25 stocks in the B-rated <a href="https://stocknews.com/category/airlines/">Airlines</a> industry.
To access SKYW's Value, Momentum, and Stability ratings, click <a href="https://stocknews.com/stock/SKYW/">here</a>.
Travel + Leisure Co. (<a href="https://stocknews.com/stock/TNL/">TNL</a>)
TNL offers global hospitality services through two segments: Vacation Ownership, offering vacation ownership interests, and resort management. Travel and Membership offers vacation exchanges, travel memberships, rentals, and booking technology solutions.
On November 6, 2024, TNL announced a regular cash dividend of $0.50 per share on the company's common stock. The dividend was scheduled for payment on December 31, 2024, to shareholders who were on record as of December 13, 2024. It pays an annual dividend of $2, which translates to a dividend yield of 3.58% at the prevailing price levels.
TNL's net revenues increased marginally year-over-year to $993 million in the fiscal third quarter that ended on September 30, 2024. Its operating income came in at $189 million. In addition, the company's adjusted net income came in at $110 million, and adjusted EPS came in at $ 1.57, up 4% over the prior-year quarter.
Street expects TNL's revenue for the fiscal year (ending December 31, 2024) to increase 2.8% year-over-year to $3.85 million. Its EPS for the same year is expected to grow marginally from the prior year to $5.71. In addition, it surpassed the consensus EPS estimates in three of the trailing four quarters.
Shares of TNL have gained 48% over the past year and 41.6% year-to-date to close the last trading session at $55.35.
TNL's bright prospects are apparent in its POWR Ratings. The stock has an overall rating of B, which translates to a Buy in our proprietary rating system.
It has a B grade for Value. Within the B-rated <a href="https://stocknews.com/category/travel-hotels-resorts/">Travel - Hotels/Resorts</a> industry, it is ranked #3 out of 20. 
Click <a href="https://stocknews.com/stock/TNL/">here</a> to see TNL's ratings for Growth, Momentum, Stability, Sentiment, and Quality.
What To Do Next?
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EXPE shares rose $0.49 (+0.26%) in premarket trading Tuesday. Year-to-date, EXPE has gained 21.89%, versus a 28.19% rise in the benchmark S&amp;P 500 index during the same period.
<hr><div style="clear:both;"></div> <h2>About the Author: Kritika Sarmah</h2> <img src='https:/wp-content/uploads/2022/08/Kritika-Sarmah_Image-3.jpg' style="float:left; padding:5px;width:125px;">Her interest in risky instruments and passion for writing made Kritika an analyst and financial journalist. She earned her bachelor's degree in commerce and is currently pursuing the CFA program. With her fundamental approach, she aims to help investors identify untapped investment opportunities.<a href="https://stocknews.com/authors/?author=kritika-sarmah">More...</a>The post <a href=https://stocknews.com/news/expe-skyw-tnl-3-travel-stocks-ready-to-soar-amid-industry-recovery/>3 Travel Stocks Ready to Soar Amid Industry Recovery</a> appeared first on <a href=https://stocknews.com/>StockNews.com</a>

3 Travel Stocks Ready to Soar Amid Industry Recovery

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Press Releases

Travel + Leisure Co. Declares Cash Dividend

TRAVEL + LEISURE NAMES THAILAND THE 2025 DESTINATION OF THE YEAR

Travel + Leisure Co. Ranked the No. 1 Top Workplace with 150+ Employees in Top Workplaces Hawai'i 2024

Barclays and RCI Renew Long-Standing Credit Card Agreement

Travel + Leisure Co. to Present at the Barclays Eat, Sleep, Play, Shop Conference and the Morgan Stanley Global Consumer & Retail Conference

Newsweek Recognizes Travel + Leisure Co. as One of America's Most Responsible Companies for 2025

Travel + Leisure Co. Successfully Executes $875 million Secured Term Loan B Facility Repricing and Refinancing Transaction

Club Wyndham Recognized as a Top Family-Friendly Vacation Company in Parents Family Travel Awards and Wherever Family Awards

Travel + Leisure Co. Announces Retirement of CFO Mike Hug in 2025

Travel + Leisure Co. Offers Emergency Housing for its Southern California Timeshare Owners Evacuated by Wildfires

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