Articles by Dennis Schaal

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Macron Switches to TV to Push French Rail Reform

Macron Switches to TV to Push French Rail Reform

Ania Nussbaum and Helene Fouquet, Bloomberg

Trump-like in his distaste for the media, France's Emmanuel Macron is resorting to TV interviews to push his remaking of the French rail system. The unions aren't going down, though, without a fight.

2 weeks ago

Booking Claims It Beats Airbnb With 5 Million Alternative Accommodations Listings

Booking Claims It Beats Airbnb With 5 Million Alternative Accommodations Listings

Dennis Schaal , Skift

Booking.com may be marginally ahead of Airbnb in the listings race, but for practical purposes you can call it a draw. It's game on, though, pitting Booking.com's renowned demand aggregation and marketing resources versus Airbnb's brand advantages, and the resources it would gain by doing an IPO and becoming more comprehensive.

2 weeks ago

The Prospect of China Opening Up Hainan to Gambling Could Impact the Global Travel Industry

The Prospect of China Opening Up Hainan to Gambling Could Impact the Global Travel Industry

Bloomberg

The issue of opening up Hainan to gambling could have a huge impact if it signals more broadly that China wants to turn more inward and keep its growing middle class traveling at home rather than abroad.

2 weeks ago

French Rail Strike Expected to Be Highly Disruptive for a Second Day

French Rail Strike Expected to Be Highly Disruptive for a Second Day

Tara Patel, Bloomberg

The showdown between the French government and the unions will impact passengers from France to the UK. No one is in the mood for compromise yet so this will get worse before it gets better.

2 weeks ago

One Boeing Aircraft Finds a Loophole in Chinese Tariffs

One Boeing Aircraft Finds a Loophole in Chinese Tariffs

Julie Johnsson and Thomas Black, Bloomberg

Boeing happens to be phasing out many of the planes that would be subject to the Chinese tariffs so the impact on the U.S. manufacturer could be less than meets the eye.

3 weeks ago

Blackstone Is Looking to Sell 15 Select-Service Hotels

Blackstone Is Looking to Sell 15 Select-Service Hotels

Gillian Tan, Bloomberg

A potential Blackstone sale of 15 select-service properties in the United States would amount to only a fraction of its footprint in this hospitality sector. Blackstone has been an astute hospitality/real estate investor and this deal looks like a routine part of its plan to cash out at a profit.

3 weeks ago

Boeing Could Be a Big Loser in U.S.-China Tariff Skirmish

Boeing Could Be a Big Loser in U.S.-China Tariff Skirmish

Bloomberg

Boeing can take solace in the fact that China is going to need a lot of airplanes in coming years and they are not all going to be Airbus aircraft. Still, China's actions have to be very worrying to Boeing.

3 weeks ago

TripAdvisor CEO Bullish on Giving Hotels New Ad Path to Top of Listings

TripAdvisor CEO Bullish on Giving Hotels New Ad Path to Top of Listings

Dennis Schaal , Skift

Hotels — 10,000 of them — have voted with their feet, or advertising budgets, that is, and are trying out TripAdvisor's new sponsored listings program. The bottom line is the success or failure of the program will depend on how it impacts advertisers' bottom lines.

3 weeks ago

Japan Resort Area Attracts Hotel Investments and Foreign Tourists

Japan Resort Area Attracts Hotel Investments and Foreign Tourists

Masahiro Hidaka, Bloomberg

Foreign tourism is up in Beppu, Japan, which is renowned for its hot springs, as domestic tourism wanes. The surge in foreign visitors has attracted hotel investment from International Hotels Group and Hoshino Resorts.

3 weeks ago

India’s Ola Enters Competitive Australian Ground Transport Market

India’s Ola Enters Competitive Australian Ground Transport Market

Allan Leibowitz, Skift

India’s Ola has started operations in two major Australian cities, following hot on the heels of Estonia’s Taxify. The newcomers are exploiting opportunities unlocked when Uber paved the way for increased competition in a market in the tight grip of taxi operators.

4 weeks ago

Embraer and Bombardier Sharpen Duel as Major Airlines Eye Their Upgraded Jets

Embraer and Bombardier Sharpen Duel as Major Airlines Eye Their Upgraded Jets

Julie Johnsson, Frederic Tomesco and Mary Schlangenstein, Bloomberg

The Embraer and Bombardier slugfest could turn out to be a proxy war between Airbus and Boeing. It would appear to be good for competition and their airline customers.

4 weeks ago

Tariff Spat Could Chill China-U.S. Travel Even Without a Trade War

Tariff Spat Could Chill China-U.S. Travel Even Without a Trade War

Steven Schwankert, Skift

Travel companies were spared the first round of the U.S.-China trade war. But outbound travel to the United States and U.S. hospitality companies could become collateral damage without too much provocation.

4 weeks ago