Sean O'Neill, Skift
Skyscanner is boosting Ctrip's margins, and Skyscanner's new instant booking service shows promise as a way to propel future growth.
3 weeks ago
Ctrip is betting on 6,000 franchise shops to take aim at cities where most travel shopping happens offline. At the same time, it hopes to increase its operating margins to Priceline-like levels. The two initiatives don't necessarily collide since Ctrip doesn't own the real estate or pay labor costs for the offline shops.
Eric Newcomer, Bloomberg
Uber is desperate for good news these days, which is an excellent reason to doubt any news coming out of the company.
4 weeks ago
Dong Lyu, Kyunghee Park, and Daniela Wei, Bloomberg
Cathay Pacific has too much capacity and too high of a cost structure given dropping fares on many routes. Some analysts float the idea of a takeover by Air China.
1 month ago
Deanna Ting, Skift
In some cases, the hotel-online travel agency relationship is still a tense situation, but for most big hotel companies, it's still business as usual.
Hannah Sampson, Skift
Norwegian's results are more evidence that the cruise industry is booming despite the downturn in the up-and-coming China market. By using language like "the stars aligned," however, executives sound like they're trying to lower expectations that the good luck will stick around.
Disney has a strong lineup of coming attractions at its theme parks in the U.S., but we'd like to know how the newest addition is doing. Executives didn't provide much detail in a call with analysts Tuesday.
TripAdvisor plans to spend more than $35 million on TV ads between July and September to boost its business. Brand advertising can help the company although it is a very competitive environment.
SeaWorld said a lot during this call after a dismal quarter, but equally interesting is what the company didn't address. We wonder if higher spending on advertising will help the operator address the issues that have resurfaced — and what it will do if not.
Public companies rarely take on projects where the benefits may not appear for years to come. So kudos to Trivago for risking that with its marketing tools for hotels. That said, the effort is still a risk.
2 months ago
Expect Hyatt to delve even deeper into more of those adjacent spaces going forward.
Choice Hotels' message to investors? "Don't worry. We got this."
