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Where discretionary money goes: travel, hotels, sport, restaurants and screens.
29 companies, 28 of them graded
Every company here put through the same five checks on growth and cash generation. A theme can be exciting and still be full of companies that do not make money — this is where that shows.
| EXPE | EXPEDIA GROUP, INC. | A+ | $32.7B | $264.17 | 16.44 | $15.7B | 13.0% |
| ABNB | Airbnb, Inc. | A+ | $94.8B | $157.47 | — | $13.2B | 20.4% |
| VIK | Viking Holdings Ltd | A+ | $35.8B | $80.30 | 31.25 | $6.5B | 17.7% |
| SYY | SYSCO CORP | B | $37.6B | $78.46 | 21.44 | $84.6B | 2.1% |
| SBUX | Starbucks Corporation | A | $108.1B | $94.86 | 54.52 | $38.3B | 5.2% |
| HLT | Hilton Worldwide Holdings Inc. | A+ | $70.7B | $313.96 | 46.04 | $12.5B | 12.7% |
| MAR | MARRIOTT INTERNATIONAL INC /MD/ | A | $91.8B | $352.03 | 36.40 | $26.9B | 9.6% |
| LVS | LAS VEGAS SANDS CORP. | A+ | $25.3B | $38.99 | 15.17 | $13.7B | 12.6% |
| LIND | LINDBLAD EXPEDITIONS HOLDINGS, INC. | A | $1.9B | $28.45 | — | $830.6M | -2.1% |
| CNK | Cinemark Holdings, Inc. | not rated | $4.3B | $37.77 | 30.46 | $3.2B | 5.3% |
| USFD | US FOODS HOLDING CORP. | B | $20.2B | $93.33 | 28.72 | $40.1B | 1.8% |
| SPHR | SPHERE ENTERTAINMENT CO. | A | $5.1B | $141.13 | — | $1.4B | -5.2% |
| MANU | Manchester United plc | C- | $3.5B | $20.40 | — | $895.8M | -1.3% |
| MSGE | MADISON SQUARE GARDEN ENTERTAINMENT CORP. | A | $3.8B | $79.09 | 57.31 | $1.1B | 5.8% |
| CART | MAPLEBEAR INC. | A+ | $10B | $43.19 | 23.60 | $4B | 12.0% |
| ARMK | Aramark | A | $14.5B | $54.92 | 38.68 | $19.8B | 1.9% |
| MSGS | MADISON SQUARE GARDEN SPORTS CORP. | C | $9.8B | $402.84 | 1,299.48 | $1.2B | 0.7% |
| BATRA | ATLANTA BRAVES HOLDINGS, INC. | C- | $3.8B | $59.03 | — | $750M | -8.6% |
| TRIP | TRIPADVISOR, INC. | D | $985.6M | $8.41 | 140.17 | $1.8B | 0.3% |
| TKO | TKO GROUP HOLDINGS, INC. | B | $35.3B | $182.67 | 64.09 | $5.3B | 4.3% |
| FOXA | Fox Corporation | B+ | $63.07 | $63.07 | 16.51 | $17.1B | 10.1% |
| MCRI | MONARCH CASINO & RESORT, INC. | A+ | $2.1B | $117.74 | 19.96 | $556.3M | 19.6% |
| QSR | RESTAURANT BRANDS INTERNATIONAL INC. | A+ | $32.9B | $71.64 | 19.26 | $9.7B | 17.5% |
| SGHC | Super Group (SGHC) Limited | A+ | $6.1B | $11.97 | — | $2.2B | 9.7% |
| RSI | Rush Street Interactive, Inc. | A | $2.2B | $19.87 | 62.09 | $1.4B | 2.3% |
| HGV | Hilton Grand Vacations Inc. | A | $2.8B | $35.77 | 20.44 | $5.3B | 2.9% |
| CHH | CHOICE HOTELS INTERNATIONAL INC /DE | C+ | $4.6B | $101.81 | 14.36 | $1.6B | 20.3% |
| ARCO | Arcos Dorados Holdings Inc. | B | $1.5B | $7.24 | 7.17 | $4.7B | 4.5% |
| LION | Lionsgate Studios Corp. | C- | $3.2B | $10.85 | — | $2.9B | -4.1% |
Fundamentals from SEC filings, prices from the last market-data pass. Sort by any column; companies with no figure sort last either way.
A hand-picked list, not a screen — membership is editorial and reviewed occasionally rather than recalculated. Every figure beside a company is our own, from its SEC filings and the latest price we hold.