The travel industry, which saw a sharp decline during the pandemic, is on a clear path to recovery. As soon as pandemic restrictions were lifted, demand for vacations and adventures surged, showing no signs of slowing down. In this article, I have highlighted three overlooked travel stocks: Airbnb, Inc. (ABNB), Marriott Vacations Worldwide Corporation (VAC), and The Marcus Corporation (MCS), which seem poised to capitalize on the industry’s strong recovery.
Recent data from the UN Tourism’s World Tourism Barometer indicates that global travel is nearly back to pre-pandemic levels. In 2024, an estimated 1.4 billion international tourists traveled, just 1% shy of 2019’s numbers, reflecting an 11% increase from 2023. This strong recovery is being driven by robust demand from large source markets and the revitalization of Asian and Pacific destinations.
