Seth Borko

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Travel Outlook 2024: From ‘Too Hot’ to ‘Just Right’: Skift Research

Revenue growth will finally decelerate from red-hot growth. But that's not a sign of weakness. it's a return to normal – and that's a good thing.

Seth Borko | 3 months ago

Travel Outlook 2024: From ‘Too Hot’ to ‘Just Right’: Skift Research

Skift Research

Skift Research Global Travel Outlook 2024

2024 will be the year that the travel industry fully transitions from catch-up to true growth above pre-pandemic levels. Without revenge travel as a tailwind we expect a more normal growth trajectory for the travel industry this year.

3 months ago
Skift Research Global Travel Outlook 2024

Airlines

Skift Research’s 5 Favorite Charts of 2023

While we're sure your parents love all their children equally, for our analysts, there’s always a data story that stands out.

Seth Borko | 4 months ago

Skift Research’s 5 Favorite Charts of 2023

Announcements

Skift’s Top 12 Travel Research Reports of 2023

Did you miss some of our Skift Research reports during a busy year? Have no fear! We've gone back and hand-picked our favorite 12 must-read reports for the year.

Seth Borko | 4 months ago

Skift’s Top 12 Travel Research Reports of 2023

Announcements

Will There Be a Travel-Stock Bear Market? What Skift’s Index Shows

As the leaves change color, it's supposed to be hibernation season. But travel stocks stand on the cusp of a bear market as we head into the winter.

Seth Borko | 6 months ago

Will There Be a Travel-Stock Bear Market? What Skift’s Index Shows

Hotels

Choice-Wyndham Faces Long Odds. The Skift Travel 200 May Reveal Choice’s Thinking

The market is skeptical that Choice's hostile takeover bid for Wyndham will be successful. The Skift Travel 200 sheds light on the hotel sector and the thinking behind this offer.

Seth Borko | 6 months ago

Choice-Wyndham Faces Long Odds. The Skift Travel 200 May Reveal Choice’s Thinking

Announcements

Skift Travel 200: The Definitive Way to Track Travel Stocks

The Skift Travel 200 stock index will be the first benchmark to capture the $1 trillion-plus market for public travel stocks. It brings the travel industry to you in a single number.

Seth Borko | 7 months ago

Skift Travel 200: The Definitive Way to Track Travel Stocks

Airlines

Travel Earnings Analysis: 4 Trends that Dominated

What's the final verdict on Q2 travel earnings? Growth remains robust with a strong assist from Asia. But the industry is clearly slowing as travel demand normalizes and pent-up demand exhausts itself.

Seth Borko | 8 months ago

Travel Earnings Analysis: 4 Trends that Dominated

Tourism

Consumers Still Have Heaps of Cash, but ‘Old Normal’ Could End Revenge Travel

Cash levels have stayed higher than many economists feared and that has supported a surge in travel. But the trend points to more traditional spending patterns.

Seth Borko | 9 months ago

Consumers Still Have Heaps of Cash, but ‘Old Normal’ Could End Revenge Travel

Short-Term Rentals

Vacasa is a Leader in Brand Building But Relies Too Much on Booking Sites

Vacasa is a leader in brand building within the short-term rental space, but Skift Research estimates it still relies heavily on third-party booking sites, like Airbnb, for the majority of sales. Management surely hopes to become a majority first-party business – and to earn the margin benefits that follow.

Seth Borko, Skift Research | 10 months ago

Vacasa is a Leader in Brand Building But Relies Too Much on Booking Sites