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Travel & Leisure  // Browsing posts in Travel & Leisure

Strong Summer Prices and Bookings to Boost Rental Car Industry

Research Question: Is Enterprise still priced to take market share from Avis and Hertz? Companies: CAR, ETR:SIX2, EXPE, HTZ, OWW By: Reverdy Johnson Click here to download the report (.pdf)   Summary of Findings Six of 16 sources said rental car rates have increased this summer compared to last, and six said booking volume and demand have […]

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Rental Car Industry Idea Proposal

Rental Car Industry Idea Proposal

Is Enterprise still priced to take market share from Avis and Hertz? Report Available:July 28, 2016   Blueshift’s initial research shows Enterprise continuing to lead the rental car industry as it achieves market share growth and high honors for its customer service. Rental car rates took a dip in June but appear to be strengthening […]

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Jun 23 2016 Travel & Leisure

Expectations, Enthusiasm Low for TripAdvisor’s Instant Booking

Research Question: Are hotels and OTAs seeing the benefits of adopting TripAdvisor’s Instant Booking feature? Companies: AMZN, EXPE, FB, GOOG/GOOGL, PCLN, TRIP By: Reverdy Johnson Click here to download the report (.pdf)   Summary of Findings Sources do not have high expectations for TripAdvisor Inc.’s (TRIP) Instant Booking based on early returns. Hotels are not yet seeing […]

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Tripadvisor Idea Proposal

Tripadvisor Idea Proposal

Will consumer adoption of Tripadvisor’s Instant Booking feature make it more valuable than metasearch? Report Available: June 9, 2016   Blueshift’s initial research shows TRIP in the midst of transforming the way it does business with travelers, OTAs and hotels, moving away from its metasearch and rolling out a new Instant Booking feature which makes […]

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Jan 08 2016 Services, Travel & Leisure

U.S. Cruise Industry Set for Smoother Sailing While China’s Fares Sink

Research Question: Will the 2016 wave season see strength despite heightened security concerns? Companies: CCL/CUK, DIS, HKG:0678, NCLH, RCL, TYO:9101 Report Type: Previously Covered/Full Report By: Susan Jennings Click here to download the report (.pdf)   Summary of Findings The S. wave season has improved in terms of bookings and pricing year to year and even […]

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Cruise Industry Idea Proposal

Cruise Industry Idea Proposal

Research Question: Will the 2016 wave season see strength despite heightened security concerns? Report Available: January 7, 2016   Blueshift’s initial research shows cruise lines aggressively ramping up their advertising and promotional efforts to woo cruisers for the 2016 wave season. Activity in China’s cruise market is heating up as more Chinese become excited about cruising. […]

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Summer Brought More Bookings, Steady Rates YY for Rental Car Industry

Research Question: Did rental car companies see increased bookings and pricing power this summer? Companies: CAR, DDAIY, ETR:SIX2/SIX3, EXPE, HTZ, KYAK, PCLN By: Chris Jenks Click here to download the report (.pdf)   Summary of Findings The improving economy and increased leisure travel resulted in more rental car bookings this past summer year to year, according […]

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Rental Car Idea Proposal

Rental Car Idea Proposal

Research Question: Did rental car companies see increased bookings and pricing power this summer? Report Available: October 9, 2015   Blueshift’s initial research shows rental car pricing has fallen for most of 2015. Two companies not considered part of the Big Three rental car oligopoly (CAR, HTZ, and Enterprise) are making big waves in the industry, […]

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Rental Car Bookings Increase, Rates Likely Flat; Long Term Challenges Exist

Research Question:Will rental car companies see increased bookings and pricing power this summer and for the remainder of 2015? Companies: CAR, HTZ By: David Franklin Click here to download the report (.pdf)   Summary of Findings The improving economy and increased travel likely will result in more rental car bookings this summer and throughout the […]

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Rental Car Whisper

Rental Car Whisper

Research Question: Will rental car companies see increased traffic and pricing power this summer? Report Available: June 11, 2015   Blueshift’s initial research shows pricing on car rentals has declined through May, however HTZ’s recent fleet overhaul will allow it to raise rental prices over the summer which may produce an industry-wide ripple effect.   Observations […]

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