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Travel & Leisure  // Browsing posts in Travel & Leisure

Jan 16 2019 Services, Travel & Leisure

Cruise Bookings Will Continue to Rise in 2019, Will Outpace 2018 (CCL, RCL, NCLH)

Research Question: Will the cruise industry’s 2019 bookings be ahead of 2018’s pace? Companies: CCL/CUK, DIS, NCLH, RCL   By: Reverdy Johnson Click here to download report (.pdf)   Summary of Findings Cruise lines are on track to see bookings growth in 2019 outpace 2018, according to 18 of 22 sources, continuing the trend found […]

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Dec 14 2018 Services, Travel & Leisure

Cruise Industry Idea Proposal (CCL, RCL, NCLH)

Cruise Industry Idea Proposal (CCL, RCL, NCLH)

Will the cruise industry’s 2019 bookings continue to be ahead of 2018’s pace? Report Available: January 16, 2019   Blueshift’s ongoing research showed booking strength for cruise lines as advance bookings for 2019 are ahead of this year’s pace, rates are higher, and the booking window is further out. Innovation including smart technology, apps for […]

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Cruise Lines Primed for Smooth Sailing in the 2018 Wave Season (CCL, RCL, NCLH)

Research Question: Will booking growth for wave season 2018 continue to be ahead of last year’s pace? Companies: CCL/CUK, DIS, HKG:0678, NCLH, RCL   By: Reverdy Johnson Click here to download report (.pdf)   Summary of Findings Early trends show wave season bookings are ahead of last year’s pace and are expected to continue at […]

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Cruise Lines Idea Proposal (CCL, RCL)

Cruise Lines Idea Proposal (CCL, RCL)

Will bookings growth for wave season 2018 continue to be ahead of last year’s pace? Report Available: January 10, 2018   Blueshift’s initial research shows solid revenue and bookings for major cruise lines in Q3, especially considering the devastation from the hurricanes in the Caribbean this fall. Coupled with expected growth in Q4 and bookings for […]

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OTAs Lower Commissions for Big Hotel Chains, Survive Their Direct Bookings Push (EXPE, PCLN, MAR)

Research Question: Are hotels getting customers to book directly with them instead of using online travel agencies? Companies: CHH, EPA:AC, EXPE, GOOG/GOOGL, H, HKG:0017, HLT, IHG, MAR, PCLN, TRIP, TRVG, WYN By: Reverdy Johnson Click here to download report (.pdf)   Summary of Findings Despite increasing direct bookings through their efforts to build this channel, […]

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Hotels and Online Travel Agencies Idea Proposal (EXPE, HLT, MAR, PCLN)

Hotels and Online Travel Agencies Idea Proposal (EXPE, HLT, MAR, PCLN)

Are hotels getting customers to book directly with them instead of using Online Travel Agencies? Report Available: June 28, 2017   Blueshift’s initial research found hotels trying to increase their direct bookings over having guests use online travel agencies (OTAs), which are more costly to the hotels because of the commissions they charge. It is […]

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Mar 09 2017 Services, Travel & Leisure

Marriott’s Starwood Integration Off to a Good Start, RevPAR Looks Mixed for 2017 (MAR)

Research Question: How is Marriott’s integration of Starwood progressing? What is the RevPAR outlook for this year? Companies: CHH, EXPE, H, HLT, IHG, LQ, MAR, PCLN, REZT, TRIP, WYN By: Reverdy Johnson Click here to download report (.pdf)   Summary of Findings Marriott International Inc.’s (MAR) acquisition of Starwood strengthens the company, giving it more […]

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Marriott Idea Proposal (MAR)

Marriott Idea Proposal (MAR)

Will Marriott’s acquisition of Starwood boost the hotel industry in 2017? Report Available: March 8, 2017   Blueshift’s initial research showed a mediocre 2016 in the hotel industry, though the year finished with some momentum in Q4. Expectations for 2017 call for a deceleration of growth, though the integration of Starwood and MAR will ramp […]

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Jan 11 2017 Services, Travel & Leisure

Wave Season Bookings Swell, But China Flooded with Capacity (CCL, RCL)

Research Question: Will the 2017 wave season produce the level of booking growth expected by the cruise industry? Companies: CCL/CUK, CTRP, DIS, HKG:0678, NCLH, RCL, TYO:9101 By: David Franklin Click here to download report (.pdf)   Summary of Findings This year’s wave season bookings and revenue generated for support businesses are expected to exceed 2016 […]

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Cruise Lines Idea Proposal (CCL, RCL)

Cruise Lines Idea Proposal (CCL, RCL)

Will wave season produce the level of growth the cruise industry expects? Report Available: January 11, 2017   Blueshift’s initial research shows the cruise industry enthusiastic about its growth potential in 2017 with the Caribbean, Alaska, Europe and Latin America all expected to be popular destinations in the new year. Cruise companies are also benefiting […]

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