Travel+Leisure Co Stock Price, News & Analysis

TNL Mediagene (Nasdaq: TNMG) will launch iGood Price-Drop Radar on LINE in mid-December 2025, its first internally developed LINE-based utility that sends automated e-commerce price-drop alerts without additional app installs. The tool integrates with the iGood shopping and lifestyle brand, which currently recommends over 3,000 items across 12+ categories, and aims to convert one-time readers into recurring users by embedding product tracking into conversations.

The launch follows the Company's co-branded Nape Pro crowdfunding success in Japan, which reached ¥100 million in 12 hours and surpassed ¥200 million as of Dec. 2, 2025, underscoring the firm's productization and commerce capabilities.

Travel + Leisure Co (NYSE:TNL) announced management will present at two investor conferences the first week of December 2025. CEO Michael D. Brown and CFO Erik Hoag will join a fireside chat at the Morgan Stanley Global Consumer & Retail Conference on Dec 2, 2025 at 8:00 a.m. EST. CFO Erik Hoag will also speak at the Barclays Eat, Sleep, Play, Shop Conference on Dec 3, 2025 at 1:30 p.m. EST. Live audio webcasts and replay access will be available in the company investor relations site, with replays posted about 24 hours after each event.

RCI (TNL) announced an expanded cruise and travel program via a strategic partnership with Open Network Exchange (ONE), enhancing options for its 3+ million members. The upgraded program offers greater exchange flexibility across themed sailings (luxury, family, adults-only, cultural, first-time cruisers), savings up to 25% off public cruise rates, members-only deals, and access to over 350,000 global experiences. The program will be available beginning mid-December 2025, positioned for 2026 spring break planning. The partnership leverages ONE’s technology and sales capabilities to broaden RCI’s travel portfolio and member offerings.

Travel + Leisure (NYSE:TNL) named Brazil its 2026 Destination of the Year on Nov. 5, 2025, highlighting Amazon adventures, Carnival, emerging culinary scenes, beaches, and cultural destinations.

The Nov/Dec cover stars Brazilian pop star Anitta, who discusses returning to Rio. A full guide is available at TravelandLeisure.com and the Dec/Jan 2026 issue hits newsstands on Nov. 21. Citi / AAdvantage is the presenting sponsor and a celebratory event will be hosted.

Armed Forces Vacation Club (NYSE:TNL) is honoring Veterans Day with two limited-time member offers: seven-night R&R resort stays starting at $329 per week and a $65 off promo for eligible seven-night bookings. The $329 sale must be booked by 11/14/2025 for stays with check-in through 04/30/2026. The $65 offer requires booking by 12/31/2025 for travel through 05/21/2026 using promo code AFVC65. AFVC membership is free and offers access to 4,200+ properties in 100+ countries; Premium membership adds deeper discounts and cruise deals. Standard terms and restrictions, taxes, and resort fees may apply.

Club Wyndham (NYSE:TNL) and Pillsbury launched the Pillsbury Let It Dough Suite at Club Wyndham Midtown 45 in New York City, available for two- and three-night stays from November 17, 2025 through January 6, 2026. The themed suite sleeps up to four, includes a Pillsbury-stocked kitchen, an in-suite Cookie Concierge, interactive photobooth, and rates starting at $399 per night plus tax. A nationwide Cookie Happy Hour runs at six select Club Wyndham resorts, and a Sweepstakes awards a complimentary two-night suite stay plus round-trip economy airfare for two from December 17–19, 2025.

General Mills reported fiscal 2025 net sales of $19 billion; the activation promotes Pillsbury and Club Wyndham guest experiences and bookings.

Travel + Leisure Co. (NYSE:TNL) reported Q3 2025 results for the quarter ended September 30, 2025 with net income $111M and diluted EPS $1.67 on net revenue $1.04B. Adjusted EBITDA was $266M and adjusted diluted EPS was $1.80. Vacation Ownership revenue rose 6% to $876M with VPG of $3,304 (+10% YoY). Travel & Membership revenue was $169M. The company raised the midpoint of full-year Adjusted EBITDA to $975M and updated 2025 guidance: Adjusted EBITDA $965M–$985M, Gross VOI sales $2.45B–$2.50B, VPG $3,250–$3,275. Net debt covenant leverage was 3.3x. The company returned $106M to shareholders via $36M dividends and $70M buybacks and repurchased 1.2M shares at an average $59.90.

Travel + Leisure Co. (NYSE:TNL) announced completion of a $300 million term securitization on October 15, 2025, issuing asset-backed notes with a weighted average coupon of 4.78% and an advance rate of 98.00%. Management noted a 32 basis point improvement versus the prior transaction and funding levels not seen since early 2022.

The issuance by Sierra Timeshare 2025-3 Receivables Funding LLC comprised $151M Class A (4.44%), $61M Class B (4.64%), $60M Class C (4.98%), and $28M Class D (6.54%). The notes were placed under Rule 144A and Regulation S as unregistered securities.