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stocksAug 4, 2026, 9:21 PM

Booking Holdings CEO: Middle East Conflict Weighs on Long-Haul Travel, US Demand Resilient

Booking Holdings' CEO said the Middle East conflict and macro factors continue to pressure long-haul international travel due to high airfares and reduced capacity, while domestic and regional travel remain healthy with US room nights growing high single digits.

BKNG

Booking Holdings' CEO highlighted ongoing headwinds from the Middle East conflict and related macroeconomic developments during a conference call. The company noted that long-haul international travel is being pressured by elevated airline prices and reduced capacity, dampening demand in that segment.

In contrast, domestic and intra-regional travel patterns remained relatively robust. Specifically, US room nights saw high single-digit growth, indicating resilience in home-market leisure and business demand.

The mixed outlook underscores the diverging fortunes of global travel, with geopolitical tensions and cost inflation hitting long-distance routes while shorter trips hold up. No specific financial figures were disclosed in the remarks.

Source: First Squawk