Published on
January 15, 2026
By: Tuhin Sarkar
The US travel sector is reeling as Airbnb, Delta, Expedia, Booking Holdings, and many more top travel companies are seeing their stocks in sudden meltdown like never before. The once booming American tourism industry is now in shambles, and these industry giants are paying the price. As tourism in the US continues to plummet, Airbnb, Delta, and their peers are facing an unprecedented crisis. The collapse of American tourism has sent shockwaves through Airbnb, Delta, Expedia, and other leading players in the travel space. Stock prices have taken a hit, and the future looks bleak for these companies.
The world is watching as the US tourism decline deepens, leaving these once-thriving giants in the dust. With travel demand slumping and international visitors staying away, Airbnb, Delta, and Expedia are all feeling the effects. But what exactly happened? How did American tourism go from booming to a stock-destroying disaster?
In this full guide, we’ll dive deep into the impact of the American tourism collapse on the stocks of these companies, giving you exclusive insights on what to expect in the coming months. You don’t want to miss this. Keep reading to understand how Airbnb, Delta, Expedia, and others are navigating the devastating downturn!
Why US Travel Companies Are Screaming for Help – The Devastating Decline of International Tourism Hits Record Levels!
In a shocking turn of events, US travel companies have plunged into chaos as international tourism to the United States suffers a major collapse, triggering devastating losses for global giants. With reduced travel demand, the US travel industry has been dealt a blow it simply cannot ignore. Major companies are scrambling as investor confidence takes a dive. Stocks from the likes of Delta Air Lines and Expedia are plummeting.
Official figures confirm a 14% drop in international arrivals to the United States in 2025 alone. This decline is sending shockwaves across the tourism sector, leaving travel giants like Delta Air Lines (NYSE: DAL) and Booking Holdings (NASDAQ: BKNG) reeling.
But why is this happening? What’s driving the rapid downfall of US travel companies? Is it the aftermath of the pandemic or just a market crash we didn’t see coming? According to experts, the weakening global economy, skyrocketing flight costs, and visa processing bottlenecks are just a few of the reasons behind this deadly decline. And now, travel giants are feeling the heat. They can no longer keep up with the plunging demand.
Read on as we take a deep dive into the catastrophic downfall of these US travel companies, the real reasons behind the tourism collapse, and what it means for the entire global economy. The fallout will not be contained to tourism alone – it will shake up stock markets, business strategies, and consumer behavior across the globe!
Delta Air Lines Crashes, Taking Wall Street with It – What Investors Are Missing!
One of the hardest-hit companies in this tumultuous period is Delta Air Lines, a symbol of global aviation. As tourism to the US crumbles, so does its business. The 2025 decline in international arrivals left Delta in a precarious position, with stocks down by 5-6% after missing revenue targets. Can Delta, which has long been a leader in the airline industry, bounce back? Not likely, say experts.
Delta’s quarterly revenue report was abysmal, showing just how deeply the tourism slump has affected the airline’s bottom line. A USD 200 million profit loss in Q4 2025 was attributed to reduced international demand, and a global flight reduction due to fewer international tourists. Delta isn’t alone; other airlines are grappling with the same issue.
With Canada, Western Europe, and Asia leading the charge in reducing their travel to the US, airlines are scrambling to fill seats. But with ongoing visa issues and higher airfare prices, fewer people are booking flights to the US. Delta’s future in particular looks bleak, as their stock continues to slip. Investors are now fleeing the airline sector, and travel industry experts are advising caution before you put your money into these air carriers.
Read more on Delta’s grim future and find out why tourism-linked airline stocks are the worst investment you can make right now!
Expedia Faces Annihilation – Can Online Travel Agencies Survive the Decline of US Tourism?
As online travel agencies (OTAs), such as Expedia, ride high on global bookings, the decline in US tourism is hitting them hard. The downward pressure on bookings from Europe, Canada, and Asia has led to a stunning 5% drop in Expedia shares. Their reliance on international bookings has become a serious liability. With US tourism revenues down, Expedia’s stock and profitability are crumbling.
Tourists aren’t booking holidays to the US in numbers they once did, and that means Expedia’s business is faltering. The stock crash occurred after it posted underwhelming performance figures for 2025. As the US tourism decline worsens, Expedia’s global market share is in jeopardy, and their already shrinking profit margins will likely shrink even further. Experts warn that Expedia’s stock is in a precarious position, with predictions of a continued downtrend throughout 2026.
To make matters worse, official statistics reveal that the US travel sector is seeing a sharp decline in spending from international visitors. And if Expedia can’t recover quickly, its downfall could signal a larger trend across all OTAs. If Expedia’s stock is any indication, tourism companies are in for a rocky ride ahead.
Booking Holdings Struggles in the Global Travel Sector – A Future in Peril?
Booking Holdings — the titan behind Booking.com — has been relatively resilient, but its stock has also shown signs of weakness, with analysts predicting a significant slowdown ahead. Investors have started to question whether Booking Holdings can withstand the decline in US tourism. Though Booking has global exposure, the US tourism decline will hurt even international players as they depend on the US market.
The US travel slump has forced Booking Holdings to reevaluate its global growth strategy. Analysts have raised red flags about global travel habits changing, and US tourism’s negative impact on Booking Holdings could be devastating if the trend continues. In recent reports, Booking Holdings’ stock has also taken a hit due to weak growth projections for 2026.
What’s next for Booking Holdings? Can they ride out this crisis, or is this the beginning of the end for US travel stocks? Time will tell, but for now, the company faces a grim future.
Airbnb Hit Hard By Decline in International Travel – Can the Rental Giant Survive the Crisis?
Airbnb has built an empire on the back of global travel, but the US tourism decline is eating into its earnings. The 5% drop in Airbnb shares signals a sharp decline in bookings for US properties. With fewer international tourists choosing the US as a destination, Airbnb’s core business of vacation rentals and short-term stays is suffering.
The company’s stock price has been sliding, and analysts are concerned about its future. Airbnb’s reliance on international tourism is deeply problematic given the global tourism slowdown. A further 6% decline in international bookings spells more trouble for Airbnb. The company’s revenue projections are also dropping, with experts predicting another tough year ahead.
Can Airbnb survive the crisis? Experts warn that if tourism doesn’t bounce back, Airbnb could face a significant collapse in its stock value. This is a warning to investors: Airbnb’s future depends on the return of US tourism.
