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Latest Research

Airlines

Developments in the Middle Eastern Aviation Industry 2023

Never before have we seen such a broad vision for the advancement of air travel and tourism in any region and with such financial support for it. Over the course of the next few years, we will be closely following the developments in the Middle East with keen interest!

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Online Travel

The Last Outpost of Travel: A Deep Dive into Tours, Activities and Experiences 2023

The tours, activities & experiences market is a lucrative and underexplored opportunity in the travel industry. Its high fragmentation, influx of small suppliers, and rapid shift from offline to online makes it a goldmine for online intermediaries to gain market share from traditional offline players.

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Destinations

State of Travel 2023: Travel in 250 Charts

Travel is back! While 2022 was all about bumper performances in some countries and sectors, and lagging performances in others, we can truly say that 2023 is the year that travel fully recovered. But we do need to be clear-eyed about persisting and upcoming challenges. This report hands you everything you need to know in one 250+ slide deck.

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Consumer Habits

U.S. Travel Tracker: Q2 2023 Highlights

Travel landscape undergoes reversal as solo trips decline, blended travel dips, urban travel rebounds, and work shifts to hybrid models, reflecting changing preferences.

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Airlines

The Business of Airline Loyalty Programs 2023

Being the first to launch loyalty program in the world in 1981, American Airlines still leads the pack. But European and Asian airlines have found their own ways to level the playing field. The future will be a lot more competitive - great time for flyers, a lot harder if you are a program operator.

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Technology

Hotel Tech Benchmark: Digital Marketing and Advertising Tech 2023

Digital marketing and advertising tools, if utilized effectively can help hotels increase direct bookings, draw in new customers, and improve the overall content strategy. This tech category has the potential to generate $3 billion in annual revenues and is embedded in the industry's future.

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Hospitality

Marriott Vs. Hilton: 20 Chart Factbook

Marriott and Hilton are the two largest and most well known asset-light hotel chains in the U.S. Both companies' stock prices and valuations soared in 2020/21, with Hilton outperforming Marriott. However as any SEC rule book will tell you - past performance isn't indicative of future results. This handy 20 chart factbook provides investors the key comparisons on the two companies in order to make investment decisions into 2023.

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Consumer Habits

Understanding the Chinese Traveler Post-Covid: Survey Findings and Trends

Chinese travelers are eagerly embracing new travel opportunities as restrictions ease, with a strong desire to explore their dream destinations and engage in unique cultural experiences.

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Hospitality

A Deep Dive Into Vacasa and the Future of Branded Short-Term Rentals

Vacasa, like the short-term rental sector writ large, is coming off of a pandemic-fueled growth spree and faces the question of what comes next. Can Vacasa tap into first-party growth while scaling back cash-intensive investments? With investor patience running thin, the clock is ticking.

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Online Travel

Hopper’s Rise in Travel 2023

Hopper is the new kid on the block. Except it's not. Founded in 2007, it spent a decade building a huge database of flight information before selling its first flight booking in 2016. The time it spent on its cutting edge price prediction capabilities have paid dividends, leading to the launch of a suite of fintech products which have been fundamental in Hopper's disruption of the legacy OTAs.

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Airlines

U.S. Airline Sector: Skift Research Estimates 2023/2024

The U.S. airline industry is roaring again and gunning for record profitability in the coming summers on the back of strong results delivered in 2022. However, dynamic passenger demand and macroeconomic conditions could dampen this growth.

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Consumer Habits

U.S. Travel Tracker: Q1 2023 Highlights

Despite rising prices and economic uncertainty, many U.S. travelers seem to be ring-fencing their travel budgets from spending cuts.

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