Before diving in, one thing is clear: the operating environment for travel and tourism has fundamentally changed.
This article draws from the 2026 Transfer & Excursion Operations Benchmark: North America report, examining what the data reveals about capacity, cost, reliability, and execution as the industry moves forward.
Explore how drvn supports travel and tourism programs operating under these conditions.
Travel and tourism have moved decisively beyond the recovery phase. By 2026, demand across experiences, transfers, and in-destination mobility has stabilized. What has not recovered in parallel is the operating slack that once absorbed disruption.
The defining feature of today’s market is no longer volatility or rebound. It is consistency under constraint.
Volumes are strong. Traveler expectations remain high. Pricing has adjusted upward. Yet the systems required to deliver seamless experiences (labor availability, infrastructure capacity, curb access, and operational flexibility) remain tight. These are not short-term imbalances; they represent a reset of the rules planners once relied on.
For travel managers, DMCs, and operators, the central question is no longer whether demand will exist. It is whether programs are designed to perform reliably within these constraints.
Experiences, tours, and attractions have largely recovered their scale. In several segments, total revenue now exceeds pre-2019 benchmarks. Corporate travel and events have also re-established themselves as steady demand drivers for airport transfers, group movements, and destination services.
However, the benchmark data shows that revenue recovery has been driven as much by pricing and mix as by pure volume. In many markets, bookings remain below prior peaks even as revenue rises, a pattern documented across transfer and excursion operators in North America.
This matters operationally. Programs can appear healthy on paper while becoming fragile in execution. When demand outpaces the system’s ability to deliver consistently, risk migrates downstream: missed pickups, delayed arrivals, and uneven guest experiences.
This means that, going forward, success is defined less by how much demand exists and more by how consistently it can be fulfilled. The classic quality vs quantity argument.
One of the clearest signals in the benchmark data is that capacity constraints are no longer episodic. They are structural, deeply embedded in years of a system built on too many inefficiencies, economic and career trends towards tech and office work instead of transportation, and the lasting effects of a shocked and stressed system still trying to recover post COVID.
Across hospitality and in-destination services, labor availability remains constrained, especially during peak periods. Vehicle supply, curb access, and staffing stability limit how much demand can be absorbed without degrading service quality. These constraints appear consistently across airports, hotels, cruise ports, and major destinations.
Crucially, this is not a problem that can be solved simply by adding volume. Many operators cannot scale staffing or fleet capacity quickly in response to spikes, and infrastructure limitations further restrict elasticity.
For planners, this means a fundamental shift in assumptions. Capacity must now be treated as a fixed input that requires accurate transportation volume forecasting for early planning, not a variable that can be expanded on short notice. Programs that ignore this reality are basically a house of cards, and inherit fragility by design.
The cost base of travel and tourism has also changed permanently.
Prices across the travel stack remain elevated compared to pre-2019 levels, with little evidence of reversion. Labor costs, vehicle economics, insurance, and operating expenses have all reset upward, a trend reflected across the benchmarked operator data.
This reduces the margin for error on both sides of the transaction. Buyers face tighter budgets. Operators absorb higher fixed costs. In this environment, operational disruption carries greater financial impact: rework, refunds, service recovery, and reputational damage compound quickly.
As a result, predictability has become more valuable than marginal savings. Stable pricing, clear terms, and reliable execution now outweigh the pursuit of the lowest possible rate.
While travel volumes have normalized, traveler patience has not.
Today’s travelers are more time-sensitive and less forgiving of delays, missed connections, or unclear communication. Mobile-first booking and real-time feedback channels compress the distance between service failure and reputational impact. Issues that once resolved quietly now surface immediately.
The benchmark data reinforces this shift: performance is no longer evaluated at the end of the journey. It is assessed continuously, at every touchpoint.
This places new emphasis on communication, transparency, and recovery capability. The ability to anticipate issues, adjust plans, and keep travelers informed is no longer a support function; it is inseparable from service delivery itself.
Sustainability expectations have moved from aspiration to baseline.
Travelers increasingly expect visible responsibility in how trips are planned and delivered. This includes environmental considerations, but also the impact of tourism on local communities and infrastructure. Importantly, the data shows that travelers often favor smarter coordination and system efficiency over blunt restrictions on access or volume.
For planners, sustainability now directly influences sourcing, routing, and operational decisions. It is a constraint that must be accounted for alongside cost, capacity, and experience.
Programs that cannot demonstrate thoughtful, defensible choices will face increasing scrutiny from travelers, clients, and stakeholders.
Taken together, the operating reality for travel and tourism in 2026 is clear:
Planning must assume constraint, not abundance. Systems, partners, and processes should be evaluated on their ability to perform consistently under pressure, not just during ideal conditions.
This shift sets up the next question planners must confront:
If capacity is limited and expectations are high, what actually differentiates strong programs from fragile ones?
That question begins and ends with reliability.
This benchmark view is only the starting point. Understanding why systems fail leads directly to deeper operational questions:
Those questions, and the execution models behind them, are where this series goes next.
For planners and operators navigating these conditions, having the right systems and partners is no longer optional; it is foundational.
See how drvn supports travel and tourism programs operating under real-world constraints.
