Trump to meet with travel industry CEOs including American Airlines, Marriott, and MGM Resorts

Summary

President Trump is scheduled to meet with CEOs from major travel firms, including American Airlines, Marriott, MGM, and Carnival, on Wednesday Reuters. The meeting comes as the industry grapples with a 5.5% decline in international arrivals in 2025—attributed to visa delays and tariffs—despite a temporary 6.2% spike in June spending driven by the World Cup Reuters.

Impact Analysis

So, they’re basically admitting the World Cup ‘sugar high’ isn’t enough to mask the structural friction in international tourism. It’s a classic move: travel majors like Marriott and MGM are heading to the White House because that 5.5% drop in international arrivals is starting to hurt the bottom line more than the summer spike helped it Reuters. The industry is clearly calling BS on the idea that current immigration and tariff stances are ‘pro-growth’ for services.

If Trump signals even a minor pivot on visa processing or ‘tourism-friendly’ policy tweaks, it’s a massive green light for the high-end hospitality and airline sectors. MGM and Marriott are the ones to watch here; they have the most leverage to gain from high-spending international visitors who were deterred by red tape last year Reuters. Bottom line—this isn’t just a photo op; it’s management teams demanding a policy fix before the 2025 slump becomes the new normal. I’d be looking for tactical entries into these names if the rhetoric turns conciliatory.