In a new report, analysts at Guggenheim looked at online travel stocks, which have surged in recent years due to rapid growth in the space. According to analysts, the online travel market is maturing, but there are plenty of growth and opportunities remaining.

Middle Innings

Analysts believe that eTravel is now entering the “middle innings” of its expansion. According to the report, growth is now slowing and the cycle is transitioning into a consolidation phase.

Analysts see three major themes playing out during the consolidation phase:

1. Moderate overall growth

2. Share consolidation and strong growth for a select few names

3. Growth rate convergence among leaders

The Numbers

Guggenheim is calling for growth in the online travel market to slow to…

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