Marriott Vs. Viking: Why the Better Quarter Doesn’t Mean the Better Decade

Travel and tourism stocks Marriott International and Viking Holdings are benefiting from strong consumer spending, particularly from affluent baby boomers redirecting money toward travel due to housing market constraints. Marriott trades near its price target with a strong dividend and 35% credit card fee revenue growth forecast, while Viking offers higher growth potential with 15% capacity growth planned and strong booking trajectories, though both stocks are fairly valued at current levels.