Access exclusive travel research, data insights, and surveys
Consumer Habits
Travel landscape undergoes reversal as solo trips decline, blended travel dips, urban travel rebounds, and work shifts to hybrid models, reflecting changing preferences.
July 2023
Airlines
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.
Technology
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.
Hospitality
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.
June 2023
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.
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.
Online Travel
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.
May 2023
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.
Despite rising prices and economic uncertainty, many U.S. travelers seem to be ring-fencing their travel budgets from spending cuts.
The abundance of hotel booking channels calls for a tech-enabled distribution strategy. Central Reservation Systems help manage rates and availability across multiple booking channels and have the potential to become a $1.3 billion tech category.
Generative AI is poised to transform the travel industry. True, there’s plenty of hype out there with little substance to back it up. But even after Skift Research separates the chaff from the wheat, we find that a multi-billion dollar opportunity still remains.
April 2023
Business Travel
Business travel spending is unlikely to reach 2019 levels in the near future as corporations are implementing stringent travel policies and the availability of video conferencing options is expected to displace a share of business traffic.