Delta Air Lines (DAL) stock plunged 5.02% in Monday's pre-market trading session, as investors reacted to reports of a significant decline in foreign tourists visiting the United States. The drop comes amid growing concerns about the impact of international travel boycotts on the U.S. travel industry.

According to recent data from the International Trade Administration, the number of overseas visitors to the U.S. in March fell by 11.6% year-over-year. Western European visitors decreased by 17%, while those from Mexico dropped by 23%. The decline is not limited to these regions, as Canadian trips to the U.S. have also seen a sharp reduction, with car trips down 32% in March and flight bookings from Canada to the U.S. down 75% in April compared to 2024 levels.

While Delta Air Lines and other major U.S. carriers have so far managed to offset some of the impact through strong outbound international travel by American tourists, the ongoing trend poses a significant risk to the airline's future performance. Industry analysts note that about 20% of Delta's international revenue comes from passengers based outside the U.S. If the boycott intensifies or becomes reciprocal, with Americans reducing their international travel, it could further pressure Delta's stock and the broader travel sector. Investors are closely monitoring the situation, as evidenced by today's sharp stock decline.