Travel Business Analyst

Travel Business Analyst Travel Business Analyst newsletters, for Asia Pacific and Europe. Plus Net Value, People-in-Travel, ZERO, Foxtrots,Trottings.

Travel Business Analyst analyses the development of the travel business and the companies and bodies working in it. There are two regional editions - for Asia Pacific and Europe. But this automatically includes interaction with North America, and so there is substantial coverage of that region also. The emphasis is on data and analysis of it, to help all those working at management level in the bu

siness. We have built up a major store of knowledge, which helps us help the industry to work more effectively.

TBA Tracking: September’s shakey travel stocks.Excerpts:YTD +7%US travel stocks fallChina holds down AsPac Star performe...
03/10/2025

TBA Tracking: September’s shakey travel stocks.

Excerpts:
YTD +7%
US travel stocks fall
China holds down AsPac
Star performer Hertz
Travel-tech heavies

Travel-Industry-Data News, September 1-5.See https://wp.me/pTv9-UfFrom www.travelbusinessanalyst.comIncludes:Travel mark...
18/09/2025

Travel-Industry-Data News, September 1-5.
See https://wp.me/pTv9-Uf
From www.travelbusinessanalyst.com

Includes:
Travel markets-Australia/New Zealand/US
Business travel
Hotels-rates/US
Airlines-accidents/fraud/July traffic
Companies-Amex GBT/Booking/CWT/Expedia
TBA Tracking: August travel stocks’ ups and downs

Travel-Industry-Data News, August 4-8.See https://wp.me/pTv9-TKFrom www.travelbusinessanalyst.comIncludes:H1 airport tra...
15/08/2025

Travel-Industry-Data News, August 4-8.
See https://wp.me/pTv9-TK
From www.travelbusinessanalyst.com

Includes:
H1 airport traffic
US-hotels/OTA sales
Companies-Booking/deals/Marriott/MGM Resorts/Ryanair
China travel market
IATA statistics
Europe travel spend

Travel-Industry-Data News, July 28 – August 1.See https://wp.me/pTv9-TBFrom www.travelbusinessanalyst.comIncludes:IATA J...
07/08/2025

Travel-Industry-Data News, July 28 – August 1.
See https://wp.me/pTv9-TB
From www.travelbusinessanalyst.com

Includes:
IATA June air traffic
Companies-Amex GBT/CWT/Lufthansa/travel-tech/Wyndham
US-air travel/hotels/in&outbound
Hotel rate searches
London hotels
MICE
Visitors-Europe/Greece
TBA Tracking: July travel stocks

Travel-Industry-Data News, July 21-25.See https://wp.me/pTv9-TvFrom www.travelbusinessanalyst.comIncludes:Inbound-Macau/...
03/08/2025

Travel-Industry-Data News, July 21-25.
See https://wp.me/pTv9-Tv
From www.travelbusinessanalyst.com

Includes:
Inbound-Macau/Northern Europe
Outbound-plans/US/UK/Europe
Accommodation-Hilton/Spain/US/world pipelines
Germany’s travel business
Business travel

TBA Tracking: July travel stocks – mixed month.See https://wp.me/pTv9-TmExcerpts:-Broadly, Europe growing good, Asia Pac...
03/08/2025

TBA Tracking: July travel stocks – mixed month.
See https://wp.me/pTv9-Tm

Excerpts:
-Broadly, Europe growing good, Asia Pacific just growing, US still down.
-Some US sectors look good – car rental +75-111%, cruise -1% to +38%, Vegas +2-27%. But travel-tech unfathomable - big falls, big growths. We guess that means Go Figure.
-China still in a funk - -2% and holding down total-AsPac. Worst were its three big airlines, -5-13%. Even their quotes in Hong Kong were well below HK’s own Cathay, +23%.

Travel-Industry-Data News, July 14-18.See https://wp.me/pTv9-ThFrom www.travelbusinessanalyst.comIncludes:Gen AI and tra...
27/07/2025

Travel-Industry-Data News, July 14-18.
See https://wp.me/pTv9-Th
From www.travelbusinessanalyst.com

Includes:
Gen AI and travel
US in&outbound spend
Travel from Europe
Travel technology
US business travel
Hotels-Abu Dhabi/Australia/US pipeline/US results/US transactions/Paris

Travel-Industry-Data News, June 16-20.See https://wp.me/pTv9-SQFrom www.travelbusinessanalyst.comIncludes:Airports envir...
29/06/2025

Travel-Industry-Data News, June 16-20.
See https://wp.me/pTv9-SQ
From www.travelbusinessanalyst.com

Includes:
Airports environment
Visitors-Macau/world
Hotels-Los Angeles/Hilton/Miami/New York
Europe air routes
US-hotels/in&outbound/travel insurance

Travel-Industry-Data News, June 2-6.See https://wp.me/pTv9-SBFrom www.travelbusinessanalyst.comIncludes:US-in&outbound/t...
15/06/2025

Travel-Industry-Data News, June 2-6.
See https://wp.me/pTv9-SB
From www.travelbusinessanalyst.com

Includes:
US-in&outbound/travel ban
Travel business-Caribbean/Latin America/Middle East
Hotels-Cape Town/US
Companies-AirBnB/Booking/Expedia/Trip
Airlines-blocked funds/sustainable fuel
TBA Tracking: May travel stocks’ mixed results.

Travel-Industry-Data News, May 26-30.See https://wp.me/pTv9-SvFrom www.travelbusinessanalyst.comIncludes:Aviation IT spe...
04/06/2025

Travel-Industry-Data News, May 26-30.
See https://wp.me/pTv9-Sv
From www.travelbusinessanalyst.com

Includes:
Aviation IT spend
US-daily flights/hotels/Memorial holiday
AAPA airlines
Accor India
April air traffic
Ifema/Fitur
World Q1 travel
Germany business travel

TBA Tracking: April travel stocks fall again.See https://wp.me/pTv9-RYExcerpts:-All our three regions – AsPac Europe US ...
10/05/2025

TBA Tracking: April travel stocks fall again.
See https://wp.me/pTv9-RY

Excerpts:
-All our three regions – AsPac Europe US – now below pre-covid 2019. However, this new setback can no longer be related to covid but a new sickness – US president Trump’s trade war.

-US clearly hardest hit - -19% compared with -8% AsPac, -5% Europe.

-Our ‘Giants’ category (12 of the world’s biggest travel companies, and thus in some ways an indicator for the world’s travel business) -13%. That’s worse than all-world’s travel stocks -10%, and not a good sign. Only two are growing YTD. (Which ones is not significant, but Boeing and Lufthansa.)

Travel-Industry-Data News, March 17 – April 04.See https://wp.me/pTv9-REFrom www.travelbusinessanalyst.comIncludes:Compa...
21/04/2025

Travel-Industry-Data News, March 17 – April 04.
See https://wp.me/pTv9-RE
From www.travelbusinessanalyst.com

Includes:
Companies etc-AIME/China Travel/IAPCO/Lufthansa/Virgin
US-hotels (all/LA/Miami/NY)/in&outbound
Travel-AsPac forecasts/business into Europe/travel buyers
Feb air traffic
Short-term rentals
TBA Tracking: March travel stocks Trump Slump.

Travel-Industry-Data News, March 17 – April 04.
See https://wp.me/pTv9-RE
From www.travelbusinessanalyst.com

Includes:
Companies etc-AIME/China Travel/IAPCO/Lufthansa/Virgin
US-hotels (all/LA/Miami/NY)/in&outbound
Travel-AsPac forecasts/business into Europe/travel buyers
Feb air traffic
Short-term rentals
TBA Tracking: March travel stocks Trump Slump.

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