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Travel & Leisure  // Browsing posts in Travel & Leisure

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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TripAdvisor’s Instant Booking Has Gained Traction Since Blueshift’s June Report (TRIP)

Research Question: Is TripAdvisor’s Instant Booking feature seeing increased adoption from hotels and online travel agencies? Companies: EXPE, FB, GOOG/GOOGL, PCLN, SABR, SAP, TRIP By: Reverdy Johnson Click here to download report (.pdf)   Summary of Findings TripAdvisor Inc.’s (TRIP) Instant Booking is seeing growth and increased results compared with Blueshift Research’s June 23 report. Five […]

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TripAdvisor Idea Proposal (TRIP)

TripAdvisor Idea Proposal (TRIP)

Is TripAdvisor’s Instant Booking feature seeing increased adoption from hotels and OTAs? Report Available: October 20, 2016   Blueshift’s ongoing research found TRIP’s Instant Booking feature off to a slow start with muted expectations from hotels. TRIP struggled through a disappointing Q2, is facing a slower summer travel season, and has growing direct booking competition […]

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