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Meta Shows Ad Strength Favored By Travel Trends: Analyst – Meta Platforms (NASDAQ:META)

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Keybanc analyst Justin Patterson reiterated an Overweight rating for Meta Platforms META and raised the price forecast from $655 to $800 on Wednesday, citing strong second-quarter ad trends, stable macro conditions, and momentum in AI.

Patterson increased his 2025 and 2026 revenue and earnings estimates for Meta, anticipating a better-than-expected performance driven by resilient ad spending, improving travel trends, and a weakening U.S. dollar.

Also Read: Meta Has Gained 26% In 2025, Can The Rally Continue?

He also highlighted strength in tariff-sensitive sectors like autos and retail, and noted that large tech firms are benefiting from a “reverse acqui-hire” trend, boosting talent acquisition.

Patterson’s updated target is based on projected Q2 revenue of $45.3 billion and Q3 guidance of $46.5 billion. Despite higher capex and opex from AI investments, he remains bullish, now forecasting 2027 revenue of $244 billion and EPS of $32.01.

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Price Action: META stock is trading lower by 0.22% to $701.46 at last check on Thursday.

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Travel Trends

Actions for Hoteliers to Leverage Emerging Travel Trends : 4Hoteliers

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Travelers are blending business with leisure, seeking cooler climates, and working from inspiring new locations, but the hotel industry has largely remained unresponsive.

The data may not yet fully reflect the volume of these burgeoning trends, but this signals a crucial opportunity for proactive hoteliers to move beyond generic offerings and capture a growing market of guests seeking higher value and tailored experiences.

The disconnect between trending topics and hotel actions is apparent. Standard hotel offerings leave many travelers in these emerging categories underserved. Hotels have a clear opportunity to differentiate themselves and build guest loyalty.

Instead of waiting for overwhelming statistical evidence, savvy hoteliers should be at the forefront, shaping their services to meet and exceed the expectations of these new traveler personas. Here are three key actions hoteliers should take to interpret and act on the latest trends, ensuring they capture their full impact.

1. Deep Dive into Data and Decipher the “Why”

Understanding a trend’s relevance to your specific property is crucial before taking meaningful action. Acknowledging a new buzzword isn’t enough; investigate how it appears in your market and guest data to gain a deeper understanding of its relevance. Moving beyond guesswork and manual spreadsheet analysis is essential.

To truly unlock these insights, you need a hotel business intelligence (BI) system. A modern BI platform automates the collection and analysis of data from all your key systems—your Property Management System (PMS), point-of-sale (POS), and even online guest reviews. Instead of relying on gut feelings, a BI system provides a comprehensive view of guest behavior.

It can flag patterns, such as increasing lengths of stay that bridge a Thursday to a Monday (a classic bleisure indicator), correlate guest origin with on-site spending, or track booking lead times from specific markets. This technology enables you to identify emerging trends with statistical confidence, allowing you to act decisively while your competitors are still discussing it.

With this powerful analytical foundation, you can begin to dig deeper. Are you seeing longer stays that bridge weekdays and weekends? Are guests inquiring about workspaces or the reliability of high-speed internet? Is there an uptick in visitors from regions experiencing extreme heat during certain times of the year? A BI system will not only help you ask these questions but also give you the clear, data-backed answers you need to build your strategy.

2. Reimagine and Repurpose Your Physical Spaces

Once you have a handle on the trends impacting your business, the next step is to adapt your physical environment. A one-size-fits-all approach to hotel rooms and common areas will no longer suffice.

For the “work-from-anywhere” guest, this means more than just a desk and a chair. Consider creating dedicated, well-equipped workstations that feature ergonomic seating, ample power outlets, and excellent lighting for video calls. Could a lesser-used common area be transformed into a stylish and functional co-working space? Offering day passes to these spaces can also attract local remote workers, creating a new revenue stream.

Attract “bleisure” travelers by ensuring a seamless transition between work and relaxation. Offer packages that bundle a spa treatment or a happy hour credit with a room booking. Create a “Business and Leisure” section on your website to highlight your meeting facilities and proximity to local attractions.

For “coolcationers,” the focus shifts to the experience of the destination. While you can’t change the weather, you can enhance the enjoyment of it. Partner with local tour operators to offer unique excursions that capitalize on the pleasant climate, such as guided hikes, boat trips, or outdoor yoga sessions. In-room, you could provide amenities that encourage exploration, like pre-loaded transit cards or a curated guide to local parks and outdoor cafes.

Continue to read about the third action here



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Film-Inspired Travel Campaigns : Tourism Fiji

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Tourism Fiji has unveiled a new global marketing initiative titled ‘Wilson’s Happily Ever After,’ commemorating the 25th anniversary of the acclaimed film Cast Away. The campaign revives the film’s iconic character, Wilson, through a thoughtfully produced 90-second short film that reimagines his narrative—from isolation to joyful belonging—set against the stunning backdrop of Fiji’s islands.

Produced by Special PR and directed by James Anderson, with on-location filming by Radlab, the campaign centers on Wilson’s symbolic return to Fiji. The story begins as he is discovered on the white-sand shores of Serenity Island Resort by a young Fijian girl named Lani. She embraces Wilson with a sense of wonder, inviting him into a series of memorable, culturally rich experiences. These include “cycling along historic sugar cane rail tracks with Eco Trax, kayaking in crystal-clear waters, partaking in a traditional Kava ceremony, and engaging in a spirited game of volleyball.”

This film-inspired campaign blends cinematic nostalgia with authentic Fijian hospitality, highlighting the destination’s enduring appeal and reinforcing Fiji’s position as a welcoming, adventure-filled travel destination for global audiences.

Image Credit: Tourism Fiji



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Travel-Friendly Summer Apparel : Lake Geneva Series

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Public Rec has introduced the ‘Lake Geneva Series,’ a thoughtfully designed menswear collection tailored for comfort, versatility, and refined ease during summer travel. Created with the modern traveler in mind, the collection is intended to offer elevated relaxation—whether at the lake, on a weekend getaway, or in transit.

Emphasizing breathable materials, polished silhouettes, and functionality, the Lake Geneva Series features a selection of wardrobe essentials that seamlessly transition from leisure to casual outings. Key pieces include the ‘Dealmaker Chino+ Short’ and the ‘Dealmaker 5 Pocket Pant,’ both designed to balance structure with flexibility. These are complemented by the ‘Adapt Tee,’ known for its lightweight performance fabric, and the ‘Pro Weekender,’ a sleek and comfortable top suited for travel or unwinding.

Each garment in the collection reflects Public Rec’s ongoing commitment to comfort-led innovation, ensuring that style and practicality go hand in hand—no matter where the summer journey leads.

Image Credit: Public Rec



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