2017 Archives

Airlines

American's Cheapest Fares Soon Won't Include Access to Overhead Bins

As happened with United, this story will probably go viral, and consumer groups will whine about not having access to bin space. But remember, the market has spoken: Frontier and Spirit charge for bin space, and yet passengers fly them. Why should American and United not sell similar products?
Airlines

JetBlue Rolls Out Loyalty Program Incentives For Cuba Routes

Demand to Cuba may be weaker than originally forecasted, leaving airlines like JetBlue to incentivize travel. Through March 18th, TrueBlue members will be rewarded with 3X the points when traveling to the region.
Hotels

Hyatt Acquires Wellness Resort and Spa Company Miraval Group

Purchasing a brand like Miraval to enter into the wellness space is a smart move on Hyatt's part, as wellness becomes an increasingly global desire among all consumers, especially among the high-end travelers Hyatt has in its sights.
Hotels

TripAdvisor Expands Subscription Business Into Restaurants

While investors and observers are rightfully focused on how TripAdvisor's transition to a hotel booking site will work out, the company has some meaningful hedges in the form of vacation rentals, tours and activities, and restaurants. Collecting monthly and annual fees is a very material part of the overall business and will likely become even more so.
Business Travel

Disney Deep Dive: The Economics of Hong Kong Disneyland Resort

Disney's international parks act as key consumer touch-points that drive brand awareness and cross-monetization of content in new markets. Macroeconomic issues in outbound mainland China tourism have impacted Hong Kong recently, but those pressures are abating and new park expansion projects should stabilize attendance trends.