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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 | 3 days ago
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 | 2 months ago
Hotels
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.
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 | 3 months ago
Airlines
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 | 4 months ago
Tourism
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 | 5 months ago
Short-Term Rentals
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 | 6 months ago
Travel sticker shock is giving way to anger for many consumers. But the inflation data suggests that most hoteliers have raised prices in-line with their rising costs rather than capturing excess profits.
Seth Borko, Skift | 7 months ago
Vacasa, like the short-term rental sector overall, is coming off of a pandemic-fueled growth spree and faces the question of what comes next. Can Vacasa tap into first-party growth while scaling back cash-intensive investments? With investor patience running thin, the clock is ticking.
Skift Research
Vacasa, like the short-term rental sector writ large, is coming off of a pandemic-fueled growth spree and faces the question of what comes next. Can Vacasa tap into first-party growth while scaling back cash-intensive investments? With investor patience running thin, the clock is ticking.
7 months ago
