Tourism equities on the rise again?
Investment Opportunities Abound in the Travel and Leisure Industry
A new wave of investment opportunities is emerging in the travel and leisure sector, as economic recovery intersects with secular growth. The trends are particularly evident in online travel booking companies, casinos, and low-cost airlines.
Online Travel Booking Companies are poised for growth, driven by the sustained recovery and growth in tourism post-pandemic. While specific Compound Annual Growth Rate (CAGR) data for this segment from 2021-2027 is not readily available, the broader travel and tourism industry is recovering strongly. Initiatives like Marketing Greece investing in digital content to attract international travelers indicate a growing digital engagement and potential for online booking platforms.
The pandemic has accelerated digital adoption, fueling the growth of online travel services. Consumers are increasingly seeking authentic travel experiences, a trend that supports the growth of online travel agencies such as Booking.com, which play a significant role in vacation planning.
Casinos and Gambling have been severely disrupted by COVID-19, with significant revenue losses. However, the industry is pivoting rapidly towards online casinos and betting, with increased online gaming innovation and advertising to capture customers during retail shutdowns. Long-term trends suggest an increased focus on online offerings, mergers & acquisitions, and innovation in betting products online, positioning online gambling as a growth area.
Low-Cost Airlines are part of the broader travel sector rebounding strongly as global tourism normalizes and expands. Although the data does not specify airline forecasts explicitly, the general tourism boom—evidenced by record-breaking arrivals like Italy’s 134 million in 2023—implies growing demand for affordable air travel options, typically served by low-cost carriers. This growth supports investment potential in low-cost airlines as travel volume recovers and secular growth in budget travel continues.
In the coming year (2022), a 61 percent increase in spending on travel and leisure is anticipated. This follows a 60 percent plummet in spending last year. The majority of vacation planning begins and ends online, and the majority of vacation inspiration comes from the internet. A third of people rely on the opinions of friends or family for vacation planning, but the initial research and inspiration often come from digital sources.
In summary, investment opportunities are strong in online travel booking due to digitalization and tourism growth, in online gambling as casinos innovate and shift online, and in low-cost airlines due to resumed and expanding air travel demand globally through 2027. The pandemic has accelerated digital transformation in these areas, setting a foundation for growth despite earlier disruptions.
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