themes / travel-experiences · horizon 2-7 years · 20 companies
Travel & Experiences
Spending shift from goods to experiences.
Trend vs pricing
Trend (reality)
41
company trend 48 · related-ETF flow 22 · growth 46
Market pricing
43
Expectations gap-1
Human needs
entertainmentconnectionstatus
Related ETFs
XLY
Constraint chain
Trend → Constraint → Required solution
No constraint chain defined for this theme.
Attention
27
blend of per-source scores · breadth 0
Per-source scores
Wikipedia 27App Store —YouTube —
Rising queries
cheap flights las vegascheap flights nevadacheap flights from vegascheap flights to san diegocheap flights to hawaiicheap flights from las vegas to seattlecheap flights to renocheap flights to chicago from las vegascheap flights to los angelescruisescruise shipcruises las vegas
Wikipedia · 4 articles
7d avg pageviews2653
vs 28d-10.3%
vs 1y-19.8%
z vs own history-1.31
AirbnbCruise shipBooking.comTourism
Apps · GitHub · YouTube
Uber#38
Airbnb#78
Lyft#81
Bookingnot in top-100
Expedianot in top-100
Deltanot in top-100
Unitednot in top-100
Southwestnot in top-100
Marriottnot in top-100
Hiltonnot in top-100
Hoppernot in top-100
GitHub repos—
YouTube videos / day27.1
Measured over50 videos · 44.3 h
YouTube vs 28d— (12 of 21 days of history)
Newest YouTube uploads for this theme
- · ❤️😍 #music #blogger #automobile #maazsolapur #travel #vlog #minivlog #love #funny #funny #nature
- · ମାଉସୀ ଙ୍କୁ ସାହାଯ୍ୟ କରି ବହୁତଖୁସି ଲାଗିଲା 🥰 #viral #help #shorts #travel #vlog #odia #youtube
- · TRAVEL VLOG ✰ GIRLS TRIP TO MIAMI | nikki beach, yacht, jet cars & more | JAAHDIORR
- · PACK, PREP & TRAVEL W/ ME: Last Minute Packing, Clothing Haul & Travel Day for a Week in Arizona
- · TRAVEL VLOG FRANCE PARTIE 2 : MR.E ME FATIGUE + JE QUITTE TOULOUSE + JE SUIS TATA ET HOMONYME …
Member companies
Sorted by effective exposure (weight × order decay)
| Ticker | Name | Weight | Order | Reality | Pricing | Gap | Growth | Quality | Value |
|---|---|---|---|---|---|---|---|---|---|
| RCL | Royal Caribbean | 90% | 1 | 36 | 53 | -17 | 35 | 35 | 45 |
| BKNG | Booking Holdings | 80% | 1 | 55 | 34 | +21 | 50 | 84 | 64 |
| ABNB | Airbnb | 80% | 1 | 64 | 74 | -10 | 55 | 91 | 30 |
| MAR | Marriott International | 70% | 1 | 47 | 75 | -28 | 45 | 57 | 22 |
| DAL | Delta Air Lines | 70% | 1 | 60 | 35 | +25 | 65 | 50 | 90 |
| NCLH | Norwegian Cruise Line Holdings | 70% | 1 | 32 | 23 | +9 | 37 | 27 | 68 |
| HLT | Hilton Worldwide | 60% | 1 | 49 | 73 | -24 | 38 | 63 | 22 |
| HST | Host Hotels & Resorts | 60% | 1 | 44 | 40 | +4 | 42 | 63 | 84 |
| LYV | Live Nation Entertainment | 60% | 1 | 38 | 60 | -22 | 38 | 50 | 40 |
| TNL | Travel & Leisure Co. | 60% | 1 | 33 | 36 | -3 | 25 | 49 | 63 |
| CCL | Carnival Corporation | 50% | 1 | 38 | 31 | +7 | 39 | 40 | 83 |
| EXPE | Expedia Group | 50% | 1 | 77 | 41 | +36 | 75 | 86 | 77 |
| LUV | Southwest Airlines | 50% | 1 | 63 | 41 | +22 | 74 | 36 | 63 |
| LVS | Las Vegas Sands | 50% | 1 | 53 | 13 | +40 | 62 | 62 | 81 |
| MGM | MGM Resorts | 50% | 1 | 36 | 18 | +18 | 30 | 54 | 78 |
| UAL | United Airlines Holdings | 40% | 1 | 49 | 25 | +24 | 47 | 40 | 92 |
| WYNN | Wynn Resorts | 40% | 1 | 48 | 18 | +30 | 47 | 43 | 73 |
| DIS | Walt Disney | 30% | 1 | 35 | 57 | -22 | 28 | 35 | 56 |
| VICI | Vici Properties | 30% | 1 | 37 | 21 | +16 | 33 | 50 | 83 |
| UBER | Uber Technologies | 30% | 2 | 51 | 40 | +11 | 45 | 64 | 61 |