Loading...
Where discretionary money goes: travel, hotels, sport, restaurants and screens.
29 companies, 28 of them graded
Every company here put through the same five checks on growth and cash generation. A theme can be exciting and still be full of companies that do not make money — this is where that shows.
| EXPE | EXPEDIA GROUP, INC. | A+ | $33B | $266.39 | 16.58 | $15.7B | 13.0% |
| ABNB | Airbnb, Inc. | A+ | $94.4B | $156.88 | — | $13.2B | 20.4% |
| VIK | Viking Holdings Ltd | A+ | $35.2B | $78.74 | 30.64 | $7B | 19.3% |
| SYY | SYSCO CORP | B | $37.6B | $78.49 | 21.45 | $84.6B | 2.1% |
| SBUX | Starbucks Corporation | A | $108.8B | $95.44 | 54.85 | $38.3B | 5.2% |
| HLT | Hilton Worldwide Holdings Inc. | A+ | $72.8B | $323.50 | 47.43 | $12.5B | 12.7% |
| MAR | MARRIOTT INTERNATIONAL INC /MD/ | A | $94.3B | $361.69 | 37.40 | $26.9B | 9.6% |
| LVS | LAS VEGAS SANDS CORP. | A+ | $24.8B | $38.32 | 14.91 | $13.7B | 12.6% |
| LIND | LINDBLAD EXPEDITIONS HOLDINGS, INC. | A | $2.1B | $31.29 | — | $830.6M | -2.1% |
| CNK | Cinemark Holdings, Inc. | not rated | $4.4B | $38.21 | 30.81 | $3.2B | 5.3% |
| USFD | US FOODS HOLDING CORP. | B | $20.3B | $93.74 | 28.84 | $40.1B | 1.8% |
| SPHR | SPHERE ENTERTAINMENT CO. | A | $4.8B | $134.26 | — | $1.4B | -5.2% |
| MANU | Manchester United plc | C- | $3.6B | $20.81 | — | $900.3M | -1.3% |
| MSGE | MADISON SQUARE GARDEN ENTERTAINMENT CORP. | A | $3.9B | $81.84 | 59.30 | $1.1B | 5.8% |
| CART | MAPLEBEAR INC. | A+ | $10.1B | $43.48 | 23.76 | $4B | 12.0% |
| ARMK | Aramark | A | $14.4B | $54.46 | 38.35 | $19.8B | 1.9% |
| MSGS | MADISON SQUARE GARDEN SPORTS CORP. | C | $10B | $413.95 | 1,335.32 | $1.2B | 0.7% |
| BATRA | ATLANTA BRAVES HOLDINGS, INC. | C- | $3.8B | $59.40 | — | $750M | -8.6% |
| TRIP | TRIPADVISOR, INC. | D | $983.9M | $8.40 | 139.92 | $1.8B | 0.3% |
| TKO | TKO GROUP HOLDINGS, INC. | B | $34.3B | $177.61 | 62.32 | $5.3B | 4.3% |
| FOXA | Fox Corporation | B+ | $62.47 | $62.47 | 16.35 | $17.1B | 10.1% |
| MCRI | MONARCH CASINO & RESORT, INC. | A+ | $2.1B | $116.18 | 19.69 | $556.3M | 19.6% |
| QSR | RESTAURANT BRANDS INTERNATIONAL INC. | A+ | $32.8B | $71.49 | 19.22 | $9.7B | 17.5% |
| SGHC | Super Group (SGHC) Limited | A+ | $5.9B | $11.59 | — | $2.2B | 16.6% |
| RSI | Rush Street Interactive, Inc. | A | $2.2B | $19.67 | 61.47 | $1.4B | 2.3% |
| HGV | Hilton Grand Vacations Inc. | A | $2.8B | $35.80 | 20.46 | $5.3B | 2.9% |
| CHH | CHOICE HOTELS INTERNATIONAL INC /DE | C+ | $4.7B | $104.24 | 14.70 | $1.6B | 20.3% |
| ARCO | Arcos Dorados Holdings Inc. | B | $1.5B | $7.12 | 7.04 | $4.7B | 4.5% |
| LION | Lionsgate Studios Corp. | C- | $3.3B | $11.20 | — | $2.9B | -4.1% |
Fundamentals from SEC filings, prices from the last market-data pass. Sort by any column; companies with no figure sort last either way.
A hand-picked list, not a screen — membership is editorial and reviewed occasionally rather than recalculated. Every figure beside a company is our own, from its SEC filings and the latest price we hold.