Travel + Leisure’s SHOCK Strategy: 17 Resorts GONE! $449M Payout!
Imagine a travel giant *shedding* 17 of its older resorts, facing a $120 million revenue headwind, yet anticipating a net positive EBITDA benefit of $15-25 million for 2026! Travel + Leisure Co. defied expectations in 2025, driving 8% gross vacation ownership sales growth, 7% EBITDA growth, and returning a staggering $449 million to shareholders through dividends and buybacks. This resilience stems from a strategic overhaul, focusing on a loyal owner base, expanding into new brands like Sports Illustrated Resorts and Eddie Bauer Adventure Club, and optimizing its resort portfolio by replacing aged assets with higher-demand locations. Despite exchange rate headwinds in its Travel and Membership segment, the company forecasts mid-single-digit EBITDA growth and double-digit EPS growth for 2026, bolstered by lower interest expenses and continued share repurchases. With robust free cash flow generation and a commitment to innovation, Travel + Leisure Co. is charting a confident course for sustainable value creation, so stay tuned for more thrilling insights by subscribing to our channel!
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