Sector · serious

Travel & Leisure

TSA throughput, hotels, airlines, restaurants, dating apps.

Discretionary spending on going-out-and-doing-things. TSA passenger throughput, hotel chains (Hilton, Marriott, Host Hotels, Airbnb), airline ETF (JETS), restaurant tickers, and behavioral signals from dating apps (Tinder, Bumble) and food-delivery apps (DoorDash). When this sector contracts, recession risk reads higher in the macro stack 2-3 quarters out.
Analyst · previewYou're seeing the public read on the Travel & Leisure sector. Analyst unlocks the full firing history for every indicator here + alerts when a roster ticker breaks out + the roster past the top 12 by market cap. Trader adds intraday quotes across the whole roster + the cross-sector co-fire matrix + the API / MCP feed.Compare tiers →
11 indicators in this sector·← All sectors·Full universe explorer →

Flagship signals

Standardtravel_leisureSP-5373

TSA daily passenger throughput

2,865,564 12%vs ~6 weeks ago
Daily TSA-screened passenger count (2019+).
last fired 10 months ago

When this fires, SPY averaged -12.8% over the next year — moving in the opposite direction as the signal 77% of the time.

−5.1%SPY 3 mo into the 1 yr window so far
EXCEEDED HISTORY
53%
−0.04%
1 d
55%
−0.13%
1 wk
56%
−0.47%
1 mo
58%
−1.5%
3 mo
64%
−4.5%
6 mo
77%
−12.8%
1 yr
PoorlylifestyleSP-3418

Hilton (HLT) stock price

340.6 2%vs ~6 weeks ago
Hilton second-largest hotel operator. Pair with MAR for sector read.
last fired 3 months ago

Historically barely better than chance over the next six months.

+5.3%SPY 1 mo into the 6 mo window so far
51%
+0.03%
1 d
52%
−0.01%
1 wk
53%
+0.05%
1 mo
53%
−0.27%
3 mo
54%
+0.04%
6 mo
53%
−0.95%
1 yr
StandardequitiesSP-2775

JETS US Airlines ETF

31.3 10%vs ~6 weeks ago
US airlines ETF (DAL, UAL, AAL, LUV). Consumer + business travel + jet fuel barometer.
last fired 13 days ago

Historically barely better than chance over the next year.

Signature window1 yr
−0.28%SPY 1 wk into the 1 yr window so far
49%
−0.03%
1 d
52%
+0.01%
1 wk
51%
−0.11%
1 mo
49%
−0.33%
3 mo
49%
−0.57%
6 mo
52%
+0.31%
1 yr

All travel & leisure indicators