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Quarter-End Insights

Travel and Leisure Stocks Look Attractive

Consumers are slowly starting to travel and eat at restaurants again.

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Although uncertainty surrounding the coronavirus pandemic affected consumer cyclical companies more than others at its peak, the industry has begun to rebound. Trailing 12-month returns for the sector are up 37% compared with the market’s 23% return, which runs in sharp contrast to a quarter ago, when the sector lagged the market’s performance by 300 basis points.


The sector has begun to outperform the market. - source: Morningstar

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Erin Lash does not own shares in any of the securities mentioned above. Find out about Morningstar’s editorial policies.