Stock Markets May 7, 2026 08:23 AM

Melia Sees Strong Domestic Demand as Middle East Conflict Redirects Tourists

CEO Gabriel Escarrer reports double-digit summer bookings in Spain and raises EBITDA target amid shifting travel patterns

By Derek Hwang

Melia Hotels expects robust sales in Spain this summer as geopolitical tensions in the Middle East prompt travelers to alter plans toward Mediterranean and Caribbean destinations. CEO Gabriel Escarrer told shareholders that bookings at the group's luxury resorts and urban hotels in Spain are rising in double digits, and the company has lifted its EBITDA target for the year.

Melia Sees Strong Domestic Demand as Middle East Conflict Redirects Tourists

Key Points

  • Melia reports double-digit growth in summer bookings for luxury resorts and urban hotels in Spain, signaling stronger domestic sales.
  • The company expects high single-digit revenue per room growth in Q2, the start of the peak summer season after Easter week.
  • Melia forecasts at least 565 million euros in EBITDA for the year, up from 545 million euros in 2025, based on stable demand in Spain and parts of Latin America and Europe.

Melia Hotels said it is preparing for a notably stronger summer in its home market as demand shifts away from areas affected by recent conflict in the Middle East. Speaking at the annual shareholders meeting, CEO Gabriel Escarrer said bookings for the summer season at the companys luxury resorts and urban hotels in Spain were growing in double digits.

Management expects high single-digit growth in revenue per room during the second quarter, which the company identified as the start of the peak summer season following Easter week. That trend, Escarrer said, has stemmed from travelers changing destinations rather than cancelling trips entirely.

"Spain and the Caribbean are far away enough from conflict zones and close enough to key source markets to offer a sort of safe-haven destination this coming summer," Escarrer told shareholders, framing those markets as beneficiaries of redirected tourism flows.

At the same meeting, Melia outlined its financial outlook for the year. The company said it expects to achieve earnings before interest, tax, depreciation and amortisation of at least 565 million euros ($665 million) this year, up from 545 million euros in 2025. The forecast is stated to be conditional on stable demand across its main markets, which the company listed as Spain and parts of Latin America and Europe.

Escarrer also offered a cautionary note on the broader economic environment. He described the short-term impact of the war that began with U.S.-Israeli airstrikes on Iran at the end of February as a mirage, and said the uncertainty surrounding international trade was higher than he had previously experienced. Those comments underscore the managements view that near-term patterns may not indicate longer-term trends.

Industry executives and travel data referenced by the company point to a surge in bookings to Mediterranean countries that are geographically removed from the instability in the Middle East. Melia attributed part of the expected outperformance in Spain to this reallocation of travel demand.


While the company projects growth driven by redirected tourism and robust summer bookings, its guidance assumes continued stability in demand across key regions, and management flagged elevated trade uncertainty as a concern.

Risks

  • Uncertainty around international trade, which the CEO said is higher than he has previously experienced, could affect travel and hospitality markets.
  • The companys forecast depends on stable demand in its main markets; any weakening in Spain, Latin America or parts of Europe could impair results.
  • Short-term effects of the recent war - described by the CEO as a mirage - may not reflect longer-term impacts, creating forecasting risk for tourism-dependent sectors.

More from Stock Markets

U.S. Futures Pause After Prior Rally; Energy Stocks Lead Pre-Market Declines May 7, 2026 Federal Indictments Unveil Decade-Long Insider Trading Network Using Confidential Big Law M&A Data May 7, 2026 Cheniere flags earnings strain from Middle East-linked shipping disruptions after Q1 loss May 7, 2026 Tadawul closes higher as energy, cement and petrochemicals buoy market May 7, 2026 Fortinet Shares Surge After Robust Q1; BTIG Moves to Buy with $125 Target May 7, 2026