Latest Research

Online Travel

Direct Bookings vs. OTAs: Analyzing the Shift in U.S. Travel Booking Trends

Direct bookings are surging, reshaping competition and requiring both OTAs and suppliers to precisely target and understand traveler preferences.

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Airlines

The Curious Case of Azul Airlines

Azul is now the second-largest carrier in Brazil. The pandemic has done little to deter its growth, but the airline must find a solution for its increasing debt levels. Can a merger fix this?

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Consumer Habits

State of Travel 2024: Travel in 350 Charts

Our biggest report of the year with 350+ insights. Understand the consumer, business, and investment trends defining the state of travel in 2024. Our goal was to create a chart for any major travel question you may have.

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Online Travel

Booking Vs. Expedia: A 50 Chart Factbook

We present a handy chart factbook comparing the two largest global OTAs: Booking Holdings and Expedia Group. In 50 charts, we compare the key financial metrics and performance indicators - including share price movement and valuation - of the two companies.

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Airlines

The Future of Ultra-Low Cost Carriers in the U.S.

High unit costs, reduced operational efficiencies, and increased competition from network carriers have combined to create a significant challenge for ultra-low-cost carriers in the U.S. However, Allegiant and Sun Country's resilience indicates that they are unlikely to go out of business anytime soon.

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Airlines

Carbon Offsets: Fact from Fiction

Carbon offsets exist within a flawed ecosystem but with the current challenges of decarbonizing the aviation industry, they should not be disregarded as an interim measure in the journey towards decarbonization. It is incumbent on the industry themselves to reform a broken system.

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Venture Capital

Venture Investment Trends in Travel 2024

Venture Capital investment in travel hit a decade low of $2.9B in 2023, but early 2024 suggests a rebound, with larger deals, growing Asian and Middle Eastern investments, and a focus on tours & experiences, AI and hospitality employment.

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Airlines

The Curious Case of Indigo Airlines, India’s Largest Airline

Indigo’s dominance in the domestic Indian market is a testament to its cost leadership and superior operational capabilities but venturing into international long haul market with widebody aircrafts will need a shift of mindset, strategy and planning from its low cost operation. The international market is highly competitive and demands premium products, operational flexibility, a loyalty program, and more experienced crew - all of which IndiGo currently lacks. Even if IndiGo were to introduce these services and products in the next few years, it would likely face strong competition from Air India, which has more experience in these areas, leading to intensified competition as both airlines expand their international networks. The question arises whether the market is large enough to accommodate both Air India and IndiGo.

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Consumer Habits

Debunking the Myth of Vacation Rental Consumer Fatigue

Don't panic over vacation rental rants online! Our research reveals these are growing pains, but not a sign of doom. Travelers still like vacation rentals for the space, affordability, and convenience they offer. This unique blend ensures continued popularity among travelers.

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Destinations

Regenerative Tourism: Fact From Fiction

Regenerative tourism represents an opportunity for the industry to respond to clear market demand and develop new approaches to sustainability and innovative business models. But it suffers from a lack of defined methodologies and defensible data and risks being a distraction from the core mission of climate action.

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Consumer Habits

U.S. Travel Trends Q1 2024: Exploring Day Tours and Experiences

Day tours are a common yet growing trend, highlighting the need for diverse, immersive experiences offered at competitive prices to attract customers.

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Airlines

How Technology and AI are Transforming Airline Revenue Management

The airline industry is on the brink of a technology revolution that will bring both challenges and opportunities. Despite the obstacles, executives are preparing themselves for a future where technology will play a pivotal role in enhancing profitability through process efficiencies, particularly within the revenue management function.

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