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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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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 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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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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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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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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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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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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