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Travel & Leisure  // Browsing posts in Travel & Leisure

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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Jan 09 2015 Services, Travel & Leisure

Bookings, Fares Swell for 2015 Wave Season Year to Year

Research Question: Is the 2015 wave season shaping up to be better than a year ago for Royal Caribbean, Carnival and Norwegian? Companies: CCL/CUK, CTRP, DIS, HKG:0678, NCLH, RCL, TYO:9101 By: Susan Jennings Click here to download the report (.pdf)   Summary of Findings The 2015 wave season overall is expected to improve year to year in […]

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Cruise Line Whisper

Cruise Line Whisper

Research Question: Is wave season shaping up to be better than a year ago for Royal Caribbean, Carnival, and Norwegian cruise lines? Companies Covered: Royal Caribbean (RCL), Carnival (CCL), Norwegian Cruise Line (NCLH) Report Available: January 8, 2015   Blueshift’s initial research shows all three major cruise liners beating expectations while forging ahead into a […]

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AWAY Growing with Large Property Managers; Airbnb Coming On

Research Question: Is HomeAway’s pay-per-booking feature enough to fend off increasing competition? Companies: AWAY, EXPE, GOOG, PCLN, TRIP, YELP By: Reverdy Johnson Click here to download the report (.pdf)   Summary of Findings HomeAway Inc.’s (AWAY) pay-per-booking (PPB) is attracting more property managers with over 1,000 listings, adding significant volume in properties listed on the platform. PPB […]

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HomeAway Whisper

HomeAway Whisper

Research Question: Is HomeAway’s pay-per-booking feature enough to fend off increasing competition? Companies Covered: HomeAway (AWAY), Expedia (EXPE), Priceline (PCLN), TripAdvisor (TRIP) Report Available: October 14, 2014   Blueshift’s initial research shows HomeAway continuing to grow from new listings, visitors, and its pay-per-booking feature, but it faces a rising tide of competition from Airbnb, industry stalwarts, and […]

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