Last scan's tentative cruise-sector turn didn't hold. NCLH — flagged as "the first cruise name to actually turn" and wanting a second positive week to confirm — reversed instead, its 30-day change flipping from +2.89% to -4.79% and its regime downgrading to downtrend. CCL had the sector's worst week, 30-day change deepening to -14.45%. Hotels kept cooling too: HLT's RSI dropped from 48.6 to 38 and its trend downgraded from strong-up to weak-down, while MAR followed the same path. ABNB's breakout also cooled, its 30-day gain compressing from +13.56% to +2.51%, though it remains the sector's closest name to a 52-week high. EXPE is the lone relative standout, still holding the group's best 30-day print even after cooling.

Data as-of 2026-07-17 close (all eight tickers, current). All numbers from precomputed summaries/travel-leisure.json. Prior scan: 2026-07-11-travel-leisure (2026-07-11, data as-of 2026-07-10 close).

NCLH — THE TURN DIDN'T HOLD: NCLH ($19.46, RSI 48.8, was 50.4) was flagged last scan as the first cruise name to actually turn, needing a second positive week to confirm. That confirmation never came — the 30-day change flipped from +2.89% to -4.79%, RSI dropped back below 50, and the regime classification downgraded to downtrend. Distance from the 52-week high widened again to -28.4% (was -27.85%).

CRUISE LINES ALL RED, CCL WORST OF THE GROUP: CCL ($26.41, RSI 42.3) posted the sector's worst 30-day decline (-14.45%, deepening from -4.59%) while holding a strong-down trend. RCL ($286.96, RSI 46.3) also deteriorated on 30D (-0.90%→-8.18%) despite a roughly flat week (+0.56% 7D). The stabilization flagged last scan across the cruise trio has reversed — all three cruise names (RCL, CCL, NCLH) are now in pullback or downtrend regimes with negative 30-day changes.

HOTELS — MAR AND HLT BOTH LOSE STRONG-UP STRUCTURE: HLT ($321.32, RSI 38.0, was 48.6) had the group's sharpest RSI decline and its trend downgraded from strong-up to weak-down — the most significant structural change in the hotel pair. MAR ($366.24, RSI 42.2, was 47.9) followed the same path, also downgrading from strong-up to weak-down, with its 30-day change deepening to -7.56%. Both hotels have now cooled for two consecutive scans since the "digestion resolved higher" call flagged in early July.

ABNB — BREAKOUT COOLED BUT STILL SECTOR LEADER ON DISTANCE-FROM-HIGH: ABNB ($145.98, RSI 53.8, was 59.8) saw its 30-day gain compress sharply, from +13.56% to +2.51%, though it remains strong-up trend and is still the sector's closest name to its 52-week high at -3.25% (next closest is HLT/MAR around -10 to -11%).

EXPE — STILL THE SECTOR'S BEST 30-DAY PERFORMER: EXPE ($268.77, RSI 59.2, was 62.8) cooled from +20.55% to +11.57% on 30D but remains the group's strongest 30-day print by a wide margin. The death cross flagged in prior scans remains unresolved.

BKNG — MODEST IMPROVEMENT, STILL A LAGGARD ON DISTANCE-FROM-HIGH: BKNG ($181.68, RSI 55.7, was 54.5) improved slightly on the week (+1.84% 7D, was -2.15%) and its 30-day change stayed positive (+5.76%, was +9.05%), but it remains -21.62% from its 52-week high, in the same range as RCL and CCL.

• NCLH's tentative turn (flagged last scan as needing a confirming week) reversed: RSI 50.4→48.8, 30D +2.89%→-4.79%, regime downgraded to downtrend.
• CCL posted the sector's worst 30-day decline, deepening from -4.59% to -14.45%.
• RCL's 30-day change also deteriorated sharply (-0.90%→-8.18%) despite a roughly flat week.
• MAR and HLT both downgraded from strong-up to weak-down trend; HLT's RSI fell from 48.6 to 38.0, the sharpest move in the group.
• ABNB's breakout cooled — 30D compressed from +13.56% to +2.51% — but it remains the sector's closest name to its 52-week high (-3.25%).
• EXPE's 30D cooled from +20.55% to +11.57% but remains the group's best performer on that measure; its death cross is still unresolved.
• BKNG improved modestly week-over-week (7D -2.15%→+1.84%) but stayed roughly in the same range on distance-from-high.

• Is the hotel and cruise-line deterioration this week connected to the wider travel-cost/route-risk backdrop from this week's escalation, or is this a broader travel-sector rotation? This price data alone can't answer that.
• Does ABNB's cooling breakout stabilize near its 52wk high, or does it join the rest of the sector's rollover?

• Tape data (price/RSI/SMA/returns): full-scan pre-computed summaries as of the 2026-07-17 close — *.