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Travel & Leisure  // Browsing posts in Travel & Leisure

Jan 08 2020 Services, Travel & Leisure

Cruise Bookings to Continue Growing in 2020, Will Outpace 2019 (CCL, NCLH, RCL)

Research Question: Will the cruise industry’s 2020 bookings continue to be ahead of 2019’s pace? Companies: CCL, DIS, NCLH, RCL By: Reverdy Johnson Click here to download report (.pdf)   Summary of Findings Bookings continue to increase for cruise companies and are expecting to outpace 2019’s numbers, keeping intact the trend Blueshift Research saw in […]

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Cruise Industry Idea Proposal (CCL, NCLH, RCL)

Cruise Industry Idea Proposal (CCL, NCLH, RCL)

Will the cruise industry’s 2020 bookings continue to be ahead of 2019’s pace? Report Available: January 8, 2020   Blueshift’s ongoing research found NCLH’s and RCL’s bookings and pricing for 2020 ahead of last year’s pace while CCL reported a slowdown on economic concerns in Europe and Asia. New ship deliveries, new destinations, fleet modernization, […]

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Jan 16 2019 Services, Travel & Leisure

Cruise Bookings Will Continue to Rise in 2019, Will Outpace 2018 (CCL, RCL, NCLH)

Research Question: Will the cruise industry’s 2019 bookings be ahead of 2018’s pace? Companies: CCL/CUK, DIS, NCLH, RCL   By: Reverdy Johnson Click here to download report (.pdf)   Summary of Findings Cruise lines are on track to see bookings growth in 2019 outpace 2018, according to 18 of 22 sources, continuing the trend found […]

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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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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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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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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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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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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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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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