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Travel & Leisure  // Browsing posts in Travel & Leisure

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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Sep 16 2014 Services, Travel & Leisure

Carnival Regains Share, 2015 Wave Season Looks Strong

Research Question: What is the outlook for 2015 wave season bookings? Companies: CCL/CUK, DIS, HKG:0678, NCLH, RCL, TYO:9101 By: Susan Jennings Click here to download the report (.pdf)   Summary of Findings Cruise lines are expected to see increased bookings and regain pricing power for the 2015 wave season year to year. Carnival Corp./plc (CCL/CUK) has reclaimed […]

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Cruise Whisper

Cruise Whisper

Research Question: Are bookings and pricing allowing cruise lines to maintain or even increase their current rate of growth? Companies Covered: Carnival (CCL), Disney (DIS), Norwegian (NCLH), Royal Caribbean (RCL) Report Available: Sept. 16, 2014   Blueshift’s initial research shows the cruise industry experiencing solid growth as the Chinese market begins adding millions of cruisers […]

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Jul 21 2014 Services, Travel & Leisure

Rental Car Industry’s Strong Summer in Line with Expectations

Research Question: Will summer 2014 car rentals be better than expected? Companies: CAR, HTZ By: Reverdy Johnson Click here to download the report (.pdf)   Summary of Findings Demand for leisure rental cars is higher this summer compared to a year ago, according to 14 of 20 sources. Twelve sources also said demand is up for business rentals. […]

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TrueCar Whisper

TrueCar Whisper

Research Question: Are auto dealerships increasingly using TrueCar to drive leads and sales? Companies Covered: TrueCar (TRUE), Cars.com (CAR), Autobytel (ABTL) Report Available: August 6, 2014   Blueshift’s initial research shows TrueCar gaining popularity among some dealerships, though criticism for the service and dealerships avoiding TrueCar’s fees persist.   Observations TrueCar provides upfront car pricing and […]

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Rental Car Whisper

Rental Car Whisper

Research Question: Will summer 2014 car rentals be better than expected? Companies Covered: Avis Budget Group (CAR), Hertz (HTZ) Report Available: July 17, 2014   Blueshift’s initial research shows the rental car industry off to a strong start to the summer with high demand and bookings, though looming fleet size reductions may exacerbate already-scarce availability.   […]

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Jun 26 2014 Services, Travel & Leisure

Summer Travel Off to a Hot Start with Better Than Expected Results

Research Question: Is the summer travel season better than expected? Companies: AAL, ALK, AWAY, CAR, DAL, EXPE, H, HLT, HOT, HTZ, JBLU, LUV, LYV, OPEN, PCLN, SFXE, TRIP, UAL By: Mason Rudy Click here to download the report (.pdf)   Summary of Findings The summer travel season is going to be better than expected, as indicated by a lack of […]

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Jun 12 2014 Services, Travel & Leisure

Macau Visits Rising, Construction on Track, But Dealer Shortage A Concern

Research Question: What are the secular themes regarding long-term demand in Macau’s rapidly expanding gaming industry? Companies: ASX:ALL, BYI, HKG:0027, HKG:0880, LVS, MGM, MPEL, WYNN By: Reverdy Johnson Click here to download the report (.pdf)   Summary of Findings Visits to Macau are on the rise and will continue through 2015 and beyond, said 10 of 13 sources. […]

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May 13 2014 Services, Travel & Leisure

Travel Agents Helpful But Not Main Method for Booking Cruises

Research Question: Will cruise lines need to continue relying on discounts and decreased pricing to drive bookings for the rest of 2014? Companies: APO, CCL, DIS, HKG:0678, NCLH, RCL By: Mason Rudy Click here to download the report (.pdf)   Summary of Findings Travel agents do not stand out as any more influential to cruise travelers compared […]

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