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Hotel Loyalty
The largest hotel brands have built up loyalty programs to counter online travel agents like Expedia.
View ArticleRapid Covid Testing
There was a lot of excitement about the FDA approving a rapid (15 minute, $5) SARS-CoV-2 test. This is an interesting analysis of when such a test would be useful and when not?In short – if the true...
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Airbnb
Interesting to see Airbnb bounce back like this. “Airbnb spending is running a whopping 75% higher than this time last year according to Edison Trends, based on a panel of spending data including more...
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Airlines
A very bearish video on the future of the airline sector. It argues that consolidation of the airline sector has made it far less capable of dealing with the current collapse in revenues. h/t FT...
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Hotel Occupancy
Some observers are pointing to a deterioration in hotel occupancy but fail to account for seasonality. If you look year on year, the picture is one of little improvement but no deterioration.
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Airbnb
The stories of the early days of Airbnb, who recently filed to go public, are the stuff of legend including how the founders turned to selling themed cereal to survive. The cereals were called “Obama...
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Hotel Occupancy Rate
The occupancy rates of hotels has recovered nicely and is almost at the median level (’00 – ’20, blue line). Leisure demand is “doing the heavy lifting” (as seen in weekend occupancy rates), meaning a...
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Peer to Peer Car Sharing
Turo, part owned by IAC, is the leading peer to peer car sharing company (think Airbnb for cars). Turo has been gaining share – it has tripled from 2% in June 2019 to 6% in June 2021. Still miles away...
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