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Jet fuel hits a record high as airline earnings season kicks off with record revenue that fuel costs are eating alive, Houthi missile strikes knock out more than a quarter of Saudi Arabia's flights with little warning for travelers, and deadly Himalayan disasters are forcing tour operators to rethink routes in real time. On today's Skift Daily Briefing, Bailey Schulz, Skift's Global Tourism Reporter, breaks down why record airline revenue isn't translating into record profits this earnings season, how quickly Gulf aviation can unravel when conflict escalates, and why climate risk has become a daily operational variable for Himalayan tour operators. This episode is brought to you by ZS Articles Referenced:Connect with Bailey SchulzHigher Airfares Are Here to Stay but Don't Expect Airline Profits to IncreaseHouthi Strikes Disrupt a Quarter of Saudi FlightsTour Operators Adapt to Climate Risk After Fatal Himalayan Disasters Connect with Skift LinkedIn: https://www.linkedin.com/company/skift/ WhatsApp: https://whatsapp.com/channel/0029VaAL375LikgIXmNPYQ0L/ Facebook: https://facebook.com/skiftnews Instagram: https://www.instagram.com/skiftnews/ Threads: https://www.threads.net/@skiftnews Bluesky: https://bsky.app/profile/skiftnews.bsky.social X: https://twitter.com/skift Subscribe to @SkiftNews and never miss an update from the travel industry.

Alaska Airlines shifts its growth strategy away from a capacity-constrained Seattle toward Portland and San Diego, Vrbo faces host backlash after more than doubling commissions with just a month's notice, and Disney's latest price hikes leave base tickets alone and go straight for the extras. On today's Skift Daily Briefing, Bailey Schulz, Skift's Global Tourism Reporter, breaks down why Alaska's hub diversification strategy is both a growth play and a fuel-cost survival move, why professional hosts feel more betrayed by Vrbo than they did by Airbnb's commission hike, and what Disney's targeted price increases reveal about where the company thinks the real spending headroom is. This episode is brought to you by ZS Articles Referenced:Connect with Bailey SchulzAlaska Airlines' Plan to Grow Beyond Its West Coast RootsVrbo Faces Blowback on Rising Commissions, Plans to Ease Rate Parity RuleDisney October Ticket Price Increase Connect with Skift LinkedIn: https://www.linkedin.com/company/skift/ WhatsApp: https://whatsapp.com/channel/0029VaAL375LikgIXmNPYQ0L/ Facebook: https://facebook.com/skiftnews Instagram: https://www.instagram.com/skiftnews/ Threads: https://www.threads.net/@skiftnews Bluesky: https://bsky.app/profile/skiftnews.bsky.social X: https://twitter.com/skift Subscribe to @SkiftNews and never miss an update from the travel industry.

Airbnb quietly rebuilds its luxury homes program with in-person inspections and a tight bar, British Airways removes 52 seats from its biggest plane to turn nearly half of it into premium cabins, and a look inside Mews' $2.5 billion valuation reveals fast growth and a break-even target that keeps moving. On today's Skift Daily Briefing, Bailey Schulz, Skift's Global Tourism Reporter, breaks down what Airbnb's revived luxury program signals about where the platform is heading for high-end hosts, why British Airways is betting that fewer seats at Heathrow is actually the smarter play, and whether Mews' economics can catch up to its ambitions. This episode is brought to you by ZS Articles Referenced:Connect with Bailey SchulzAirbnb Is Rebuilding Its Luxe Program for High-End Homes — ScoopWhy British Airways Can Afford to Lose 52 Seats on Its Biggest PlaneInside Mews' $2.5 Billion Valuation: Can the Economics Catch Up? Connect with Skift LinkedIn: https://www.linkedin.com/company/skift/ WhatsApp: https://whatsapp.com/channel/0029VaAL375LikgIXmNPYQ0L/ Facebook: https://facebook.com/skiftnews Instagram: https://www.instagram.com/skiftnews/ Threads: https://www.threads.net/@skiftnews Bluesky: https://bsky.app/profile/skiftnews.bsky.social X: https://twitter.com/skift Subscribe to @SkiftNews and never miss an update from the travel industry.

Brand USA welcomes back a familiar face as it fights for congressional reauthorization, a vacation rental roll-up flips the private equity script by letting founders keep control, and Delta is building a media network powered by what it already knows about every passenger who logs into Wi-Fi. On today's Skift Daily Briefing, Bailey Schulz, Skift's Global Tourism Reporter, breaks down why Caroline Beteta's return to Brand USA centers on one urgent mission, how Pavilion's founder-majority ownership model is a pointed contrast to the typical PE roll-up, and why Delta's media network ambitions could follow United's Kinnective playbook straight to hundreds of millions in new revenue. This episode is brought to you by ZS Articles Referenced:Connect with Bailey SchulzCaroline Beteta Named Brand USA Interim CEOHow Pavilion Rolled Up 20 Vacation Rental Property Managers in a Business Model Twist — ExclusiveDelta Air Lines Is Building Out Its Own Media Network Connect with Skift LinkedIn: https://www.linkedin.com/company/skift/ WhatsApp: https://whatsapp.com/channel/0029VaAL375LikgIXmNPYQ0L/ Facebook: https://facebook.com/skiftnews Instagram: https://www.instagram.com/skiftnews/ Threads: https://www.threads.net/@skiftnews Bluesky: https://bsky.app/profile/skiftnews.bsky.social X: https://twitter.com/skift Subscribe to @SkiftNews and never miss an update from the travel industry.

Choice Hotels Just Bought an RV Club and Now Has to Prove It Matters Choice Hotels acquires Harvest Hosts for $130 million in its first move outside of hotels, Airbnb launches a wave of AI features while playing catch-up to rivals who got there first, and Radisson proves that a hotel from 1973 can achieve net zero operations — with a catch. On today's Skift Daily Briefing, Tasmin Lockwood, Skift's Climate and Experiences Reporter, breaks down why Choice's RV acquisition needs to show real loyalty crossover to justify the price, why being late to AI search isn't Airbnb's problem but being merely equal would be, and why Radisson's net zero achievement in the Nordics is the easy part of a much harder global test. This episode is brought to you by ZS Articles Referenced:Connect with Tasmin LockwoodChoice Hotels Buys RV Club Harvest Hosts for $130 MillionAirbnb Launches AI Tools, Catching Up to OTA RivalsRadisson Adds Older Hotels and Meeting Spaces to Net Zero Program Connect with Skift LinkedIn: https://www.linkedin.com/company/skift/ WhatsApp: https://whatsapp.com/channel/0029VaAL375LikgIXmNPYQ0L/ Facebook: https://facebook.com/skiftnews Instagram: https://www.instagram.com/skiftnews/ Threads: https://www.threads.net/@skiftnews Bluesky: https://bsky.app/profile/skiftnews.bsky.social X: https://twitter.com/skift Subscribe to @SkiftNews and never miss an update from the travel industry.

Booking Holdings launches Lola, an AI travel assistant from Kayak's founders that bets memberships can replace commissions, Alaska Airlines doubles down on premium cabins and a flagship lounge despite fuel costs wiping out its first-half profit, and Europe's new anti-greenwashing law just made vague eco-labels a legal liability. On today's Skift Daily Briefing, Tasmin Lockwood, Skift's Climate and Experiences Reporter, breaks down why Lola's subscription model could rewrite the economics of online travel if it works, why Alaska's premium bet is gutsy given that part of the plan rides on an uncertified plane, and what the EU's EmpCo law means for every travel brand still leaning on vague green claims. This episode is brought to you by ZS Articles Referenced:Connect with Tasmin LockwoodKayak Co-Founders Launch Lola, Booking Holdings' New AI Assistant — ExclusiveAlaska Airlines Adds Premium Economy and More Business Class. Can It Catch Up to the Big 3?EU Anti-Greenwashing Rules Take Effect and Some Eco-Labels May Not Survive Connect with Skift LinkedIn: https://www.linkedin.com/company/skift/ WhatsApp: https://whatsapp.com/channel/0029VaAL375LikgIXmNPYQ0L/ Facebook: https://facebook.com/skiftnews Instagram: https://www.instagram.com/skiftnews/ Threads: https://www.threads.net/@skiftnews Bluesky: https://bsky.app/profile/skiftnews.bsky.social X: https://twitter.com/skift Subscribe to @SkiftNews and never miss an update from the travel industry.

Bangkok floods snarl airports and threaten to redirect Golden Week travelers just as Chinese arrivals were tracking 78% ahead of last year, Expedia's latest layoffs zero in on data science as its efficiency push hits the org chart, and Carnival politely opts out of the premium arms race by doubling down on what actually works for its brand. On today's Skift Daily Briefing, Tasmin Lockwood, Skift's Climate and Experiences Reporter, breaks down why Bangkok may keep Golden Week spending but lose its share of it, what Expedia's latest round of cuts signals about where the company is heading, and why Carnival's bet on affordable done well is a strategy worth taking seriously. This episode is brought to you by ZS Articles Referenced:Connect with Tasmin LockwoodBangkok Floods Disrupt Airports, Spare the Hotels — for NowExpedia Cuts 58 Roles in Latest Layoff RoundCarnival Cruise Adjusts to New Passenger Habits Connect with Skift LinkedIn: https://www.linkedin.com/company/skift/ WhatsApp: https://whatsapp.com/channel/0029VaAL375LikgIXmNPYQ0L/ Facebook: https://facebook.com/skiftnews Instagram: https://www.instagram.com/skiftnews/ Threads: https://www.threads.net/@skiftnews Bluesky: https://bsky.app/profile/skiftnews.bsky.social X: https://twitter.com/skift Subscribe to @SkiftNews and never miss an update from the travel industry.

Brian Chesky commits to launching Airbnb's AI travel agent in 2027 and bets the chat interface is the wrong format for travel, Barry Diller walks away from an $18 billion MGM deal but leaves the door open, and two of travel's biggest investors reveal they're putting their money into things AI can't copy. On today's Skift Daily Briefing, Sarah Dandashy breaks down why Airbnb is building its own front door instead of joining ChatGPT, what Diller's MGM withdrawal says about the timing of big Strip consolidation bets, and why the smartest travel investors are chasing land, wellness, and high-speed trains in an AI-commoditized world. This episode is brought to you by ZS Articles Referenced: Honorable Mention: @AskAConcierge on IGBrian Chesky Commits to Launching an AI Agent in 2027Barry Diller Withdraws MGM Resorts BidRevolution's Steve Case and Certares' Greg O'Hara Are Betting on Scarce Travel Assets Connect with Skift LinkedIn: https://www.linkedin.com/company/skift/ WhatsApp: https://whatsapp.com/channel/0029VaAL375LikgIXmNPYQ0L/ Facebook: https://facebook.com/skiftnews Instagram: https://www.instagram.com/skiftnews/ Threads: https://www.threads.net/@skiftnews Bluesky: https://bsky.app/profile/skiftnews.bsky.social X: https://twitter.com/skift Subscribe to @SkiftNews and never miss an update from the travel industry.

Vrbo and Airbnb go all in on paid placement just as AI booking agents signal they won't factor it in, IHG and Hyatt hand creators the keys and learn to let go of control, and the travel industry grapples with how to measure whether creator content actually drives bookings. On today's Skift Daily Briefing, Bailey Schulz, Skift's Global Tourism Reporter, breaks down why sponsored listings may be a billion-dollar bet with an AI-shaped hole in it, how IHG and Hyatt rewired their creator strategies around authenticity over control, and why click-based attribution is the wrong way to measure what creator content actually does. This episode is brought to you by ZS Articles Referenced:Connect with Bailey SchulzSponsored Listings Are Spreading Across Online Travel — Just as AI Agents Threaten to Ignore ThemHow Travel Brands Learned to Stop Worrying and Trust CreatorsHow Travel Brands Measure Content Creator Lift Connect with Skift LinkedIn: https://www.linkedin.com/company/skift/ WhatsApp: https://whatsapp.com/channel/0029VaAL375LikgIXmNPYQ0L/ Facebook: https://facebook.com/skiftnews Instagram: https://www.instagram.com/skiftnews/ Threads: https://www.threads.net/@skiftnews Bluesky: https://bsky.app/profile/skiftnews.bsky.social X: https://twitter.com/skift Subscribe to @SkiftNews and never miss an update from the travel industry.

Airbnb's Next Big Business Might Be Hotels Airbnb makes a serious push into hotels with 3,900 properties live and CEO Brian Chesky calling it a potential ten-times opportunity, a former Remington CEO raises $7.5 million to build an AI-native hotel management company that isn't shy about cutting jobs, and Brand USA's Covid-era funding cushion is nearly gone. On today's Skift Daily Briefing, Bailey Schulz, Skift's Global Tourism Reporter, breaks down why Airbnb's hotel push is dividing early adopters from skeptical operators watching for cannibalization, how AIHG's AI operating system resets the economics of hotel management from the ground up, and why Brand USA's 2028 spending power depends heavily on Congress acting before the reserves run dry. This episode is brought to you by ZS Articles Referenced:Connect with Bailey SchulzAirbnb's Pivot: Inside Its New Push Into HotelsEx-Remington CEO Is Building an AI-Native Hotel Operator — ExclusiveBrand USA Budget: Fiscal 2027 Connect with Skift LinkedIn: https://www.linkedin.com/company/skift/ WhatsApp: https://whatsapp.com/channel/0029VaAL375LikgIXmNPYQ0L/ Facebook: https://facebook.com/skiftnews Instagram: https://www.instagram.com/skiftnews/ Threads: https://www.threads.net/@skiftnews Bluesky: https://bsky.app/profile/skiftnews.bsky.social X: https://twitter.com/skift Subscribe to @SkiftNews and never miss an update from the travel industry.

Banks are splitting into two camps on travel — those who want to own your trip and those who use travel perks to own your financial life, Turo announces car delivery straight to your hotel as everyone races to own more of the trip, and Banyan Group makes a big move into African safari lodges at exactly the right moment. On today's Skift Daily Briefing, Sarah Dandashy breaks down what your choice of travel card actually says about which kind of relationship your bank wants with you, whether Turo's host network can deliver on the promise of frictionless car rental at scale, and why Banyan Group's African acquisition is a smart bet on one of travel's fastest-growing regions. This episode is brought to you by ZS Articles Referenced: Honorable Mention: @AskAConcierge on IGThe Banks That Don't Want to Become Travel CompaniesTuro Wants to Bring Rental Cars Into the Hotel Booking FlowSingapore's Banyan Group Buys Newmark to Add 26 Hotels in Africa Connect with Skift LinkedIn: https://www.linkedin.com/company/skift/ WhatsApp: https://whatsapp.com/channel/0029VaAL375LikgIXmNPYQ0L/ Facebook: https://facebook.com/skiftnews Instagram: https://www.instagram.com/skiftnews/ Threads: https://www.threads.net/@skiftnews Bluesky: https://bsky.app/profile/skiftnews.bsky.social X: https://twitter.com/skift Subscribe to @SkiftNews and never miss an update from the travel industry.

China's antitrust crackdown costs Trip.com $770 million and forces a full overhaul of how hotels compete on its platform, American Airlines puts the industry on notice that high fuel prices mean fewer flights, and Sam's Club makes a move into cruises targeting one of travel's last offline holdouts. On today's Skift Daily Briefing, Tasmin Lockwood, Skift's Climate and Experiences Reporter, breaks down why Trip.com's regulatory hit matters less than the new rules it's writing for hotel partners, how fuel costs rather than demand could slow American Airlines' faster-than-rivals growth, and whether Sam's Club can finally crack cruise booking's stubborn resistance to going digital. This episode is brought to you by ZS Articles Referenced:Connect with Tasmin LockwoodTrip.com Group's Antitrust Reset Could Change How Hotels Compete on Its PlatformAmerican Airlines to Cut Capacity if Fuel Costs Stay HighSam's Club Travel Relaunches With Cruises and Deal With Rocket Travel's Founders Connect with Skift LinkedIn: https://www.linkedin.com/company/skift/ WhatsApp: https://whatsapp.com/channel/0029VaAL375LikgIXmNPYQ0L/ Facebook: https://facebook.com/skiftnews Instagram: https://www.instagram.com/skiftnews/ Threads: https://www.threads.net/@skiftnews Bluesky: https://bsky.app/profile/skiftnews.bsky.social X: https://twitter.com/skift Subscribe to @SkiftNews and never miss an update from the travel industry.

Gulf hoteliers at Arabian Travel Market align on a 2027 recovery timeline as pricing stays stuck despite rebounding occupancy, Lindblad makes its biggest acquisition yet with a $67 million bet on Antarctic luxury that has nothing to do with ships, and GetYourGuide recruits creators to solve tour operators' oldest problem — no reviews, no bookings. On today's Skift Daily Briefing, Tasmin Lockwood, Skift's Climate and Experiences Reporter, breaks down why Dubai's recovery story is really about rate not occupancy, what Lindblad's land-first acquisition strategy reveals about where expedition travel growth is actually coming from, and how GetYourGuide is solving a cold-start problem with distribution rather than discounts. This episode is brought to you by ZS Articles Referenced:Connect with Tasmin LockwoodUAE Hotels Give Up on Q4, Hope for 2027 RecoveryLindblad Acquires White Desert and Echo CharlieGetYourGuide Creator Reviews and New Listings Connect with Skift LinkedIn: https://www.linkedin.com/company/skift/ WhatsApp: https://whatsapp.com/channel/0029VaAL375LikgIXmNPYQ0L/ Facebook: https://facebook.com/skiftnews Instagram: https://www.instagram.com/skiftnews/ Threads: https://www.threads.net/@skiftnews Bluesky: https://bsky.app/profile/skiftnews.bsky.social X: https://twitter.com/skift Subscribe to @SkiftNews and never miss an update from the travel industry.

Latvia's AirBaltic files for Chapter 11 bankruptcy protection as fuel costs and a failed IPO take their toll, Starlink is becoming a must-have for airlines but somebody is going to have to pay for it, and Etihad's biggest problem right now is that it doesn't have enough planes to meet demand. On today's Skift Daily Briefing, Tasmin Lockwood, Skift's Climate and Experiences Reporter, breaks down why AirBaltic's restructuring is a test case for whether mid-sized European flag carriers can restructure their way back, who ends up footing the bill for the Starlink upgrade travelers are now demanding, and why Etihad's supply constraint is actually the best kind of problem to have. This episode is brought to you by ZS Articles Referenced:Connect with Tasmin LockwoodAirBaltic Files for Chapter 11 Bankruptcy Protection as Financial Pressures MountStarlink Is a Must-Have for Airlines but Somebody's Got to PayEtihad CEO Says Aircraft Is the Constraint as China and Africa Drive Growth Connect with Skift LinkedIn: https://www.linkedin.com/company/skift/ WhatsApp: https://whatsapp.com/channel/0029VaAL375LikgIXmNPYQ0L/ Facebook: https://facebook.com/skiftnews Instagram: https://www.instagram.com/skiftnews/ Threads: https://www.threads.net/@skiftnews Bluesky: https://bsky.app/profile/skiftnews.bsky.social X: https://twitter.com/skift Subscribe to @SkiftNews and never miss an update from the travel industry.

The Iran war has quietly devastated Gulf tourism with Dubai hotel rates down 50% and recovery not expected before late 2027, Meta launches an AI agent called Muse that can actually book travel, and Marriott's CEO says AI's biggest impact on hotels won't be chatbots — it'll be distribution. On today's Skift Daily Briefing, Sarah Dandashy breaks down just how bad Gulf tourism's numbers have gotten and what it means for travelers eyeing a Dubai trip right now, what Skift's hands-on test of Meta's Muse agent reveals about how AI is starting to shop for travel on your behalf, and why Marriott is racing to feed AI systems as much content as possible before the distribution battle is decided. This episode is brought to you by ZS Articles Referenced: Honorable Mention: @AskAConcierge on IGA Lost Year for Gulf TourismMeta Says Its Muse Agent Books Travel. Here's What That Actually Means.Marriott CEO Says AI Will Impact Hotel Distribution First Connect with Skift LinkedIn: https://www.linkedin.com/company/skift/ WhatsApp: https://whatsapp.com/channel/0029VaAL375LikgIXmNPYQ0L/ Facebook: https://facebook.com/skiftnews Instagram: https://www.instagram.com/skiftnews/ Threads: https://www.threads.net/@skiftnews Bluesky: https://bsky.app/profile/skiftnews.bsky.social X: https://twitter.com/skift Subscribe to @SkiftNews and never miss an update from the travel industry.