Close

Not a member yet? Register now and get started.

lock and key

Sign in to your account.

Account Login

Forgot your password?

Travel & Leisure  // Browsing posts in Travel & Leisure

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 […]

Read more...

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 […]

Read more...

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 […]

Read more...

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 […]

Read more...

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 […]

Read more...

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 […]

Read more...

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 […]

Read more...

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 […]

Read more...

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. […]

Read more...

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 […]

Read more...