Americas Travel & Leisure: Evolving Traveler Series: Takeaways from GS Travel Network Round Table

研报英文原文证据摘录

Americas Travel & Leisure: Evolving Traveler Series: Takeaways from GS Travel Network Round Table

Equity Research

7 July 2026 | 7:13PM EDT

Americas Travel & Leisure: Evolving Traveler Series: Takeaways from GS

Travel Network Round Table

Catherine O’Brien

+1(212)357-8285 |

catherine.m.obrien@gs.com

Goldman Sachs & Co. LLC

Lizzie Dove

+1(212)902-0097 | lizzie.dove@gs.com

In this report, we discuss key takeaways from our second GS Travel Network Round David Kim

Table, with speakers from The GS Travel Network. The GS Travel Network is an +1(212)902-7169Goldman Sachs & Co.| david.z.kim@gs.comLLC

initiative under our Evolving Traveler series composed of individuals with real-time Joey Gaebler

data points on trends across the travel ecosystem. Today’s round table featured +1(212)902-4695joseph.gaebler@gs.com|

three key executives from destination management companies focused on select Goldman Sachs & Co. LLC

countries in Europe, Latin America, and Africa. Destination management companies Ryan Davis

+1(212)357-5252 |

provide high end travel advisors with local expertise for on-the-ground experiences ryan.m.davis@gs.com

in the geographies they serve.

Nina Flinn

+1(212)902-7295 | nina.flinn@gs.com

In the shorter-term, demand for Summer 2026 travel was noted to be strong, Goldman Sachs & Co. LLC

underscored by high-single digit year-over-year growth in spend per trip. Bookings Radhika Shintre

+1(332)245-7982 |

were generally agreed to be flat to up slightly year-over-year, with travel to Mexico radhika.shintre@gs.com

Goldman Sachs India SPL

for the World Cup noted as the one stand out of the geographies covered by our

speakers to see significant bookings volume growth. Similar to comments from our

first GS Travel Network Round Table, our panelists today noted little to no impact