Travel + Leisure Co.: Business Overview, Financials & Competitive Analysis
Travel + Leisure Co. provides hospitality services and travel products in the United States and internationally, operating in two segments: Vacation Ownership and Travel and Membership. The company generated $3.86 bil...
Cyborg Score thesis
Resilient leisure travel operator with strong recurring revenue from timeshare ownership and membership, supported by digital...
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Get Current Report FreeTravel + Leisure Co. Overview
Pro stress-test →Travel + Leisure Co. provides hospitality services and travel products in the United States and internationally, operating in two segments: Vacation Ownership and Travel and Membership. The company generated $3.86 billion in revenue in 2024, up 3% year-over-year, establishing itself as a leading leisure travel operator through timeshare, vacation exchange, and membership travel services.
Strategic Profile
Pro stress-test →The Vacation Ownership segment develops and sells vacation ownership interests with financing and property management services, while the Travel and Membership segment operates vacation exchange brands, travel technology platforms, and direct-to-consumer rentals. Recently renewed a strategic collaboration with Cognizant to accelerate digital transformation, focusing on modernizing applications and infusing AI to improve member experiences.
Competitive Landscape
Pro stress-test →Travel + Leisure continues to outperform peers, driven by strong sales, high-quality customers, and resilient recurring cash flow from its timeshare business. Primary competition includes other vacation ownership operators, travel membership platforms, and online travel agencies offering timeshare resales and vacation exchange services.
Industry Context
Travel + Leisure Co. operates in Travel Services & Leisure Hospitality.
Key facts
Founded: 1990 · Headquarters: Orlando, US · Employees: 19000 · Revenue: $3.96B · Market cap: $4.56B