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September 9, 2008Totally myopic view of the travel industry will not stimulate growth
Analysis of: Sector Snap: US online travel stocks mostly fall | money.cnn.com
Author: Chicke Fitzgerald, Founder and Chief Executive Officer, LeisureLogix, LLC
Orbitz stock fell 7.2% on Thursday, largely attributed to the fact that 87% of its bookings are US domestic and 74% of their product sold is comprised of air tickets. Priceline also fell, but not as substantially. Only Expedia reported a rise in value. The following facts substantiate this observation...
September 8, 2008
Brick and Mortar Agencies
Analysis of: Sector Snap: US online travel stocks mostly fall | money.cnn.com
Author: GLG Expert Contributor
Analysis of: Sector Snap: US online travel stocks mostly fall | money.cnn.com
Author: GLG Expert Contributor
Online Travel Demand may continue to decline. Consumers are looking for greater expertise and accountability for their big dollar travel purchases.
September 8, 2008
Online Travel Industry Has Limited Future Potential
Analysis of: Sector Snap: US online travel stocks mostly fall | money.cnn.com
Author: GLG Expert Contributor
Analysis of: Sector Snap: US online travel stocks mostly fall | money.cnn.com
Author: GLG Expert Contributor
As currently structured and focused, the online travel industry has limited potential for growth in sales and profitabilty. The industry offers very little in the way of benefits to the consumer or the providers of travel services.
August 25, 2008Until we get to "intent-based, situationally relevant" search, there is no vision
Analysis of: Is Microsoft's Vision of Search Enough to Catch Google? | www.businessweek.com
Author: Chicke Fitzgerald, Founder and Chief Executive Officer, LeisureLogix, LLC
We are still in the world of Search 1.0 at best. As long as search engines don't care what my intent is or what my current circumstances are, then I will still get 563,000 results when I enter Travel Tampa in a search bar. Is there anyone out there that really thinks that this is effective...
August 13, 2008
No surprise that survey shows Americans plan to travel abroad in '08
Analysis of: Americans still plan to travel abroad in '08 | www.latimes.com
Author: GLG Expert Contributor
Analysis of: Americans still plan to travel abroad in '08 | www.latimes.com
Author: GLG Expert Contributor
First, the survey was conducted among a market segment most likely to be able to afford to travel abroad and most likely to have the desire to do so. The survey is not representative of the US populations as a whole. Equally important, the relatively low cost destinations of Canada, Mexico,...
June 30, 2008
Affluent Market Calls Recession Before the Economists;
Analysis of: Consumer confidence nears all-time low | money.cnn.com
Author: GLG Expert Contributor
Analysis of: Consumer confidence nears all-time low | money.cnn.com
Author: GLG Expert Contributor
The affluent market, as defined by the wealthiest 10% of US households based on net worth, accounts for almost half of total US household income and thus about a third of total gross domestic product. When this segment starts to reduce or defer expenditures, the impact on the economy...
June 16, 2008Who will win - the device manufacturers, the carriers or the applications providers?
Analysis of: T-Mobile invests $6m in deCarta's location based platform | www.thestandard.com
Author: Chicke Fitzgerald, Founder and Chief Executive Officer, LeisureLogix, LLC
Following Nokia's recent investment in Navteq and Apple's announcements last week about having full GPS on the iPhone, T-Mobile announced an investment in DeCarta, a leading provider of mapping tools and location based services. In the article, DeCarta CEO Kim Fennell states that he believes that Nokia...
June 6, 2008Impact of Airline Capacity Cuts on the Hospitality Industry
Analysis of: Hotel CEOs Lament Softening Demand, Foresee Some Discounting | www.btnmag.com
Author: Chicke Fitzgerald, Founder and Chief Executive Officer, LeisureLogix, LLC
All key metrics are still up (occupancy, demand, supply, average daily room rate), but what impact will the economic downturn and reduction in airline supply have on the hospitality industry? Air travel represents less than 12% of all travel in the US today by Americans, yet all tools in the industry...
May 27, 2008International Travel to Canada is down for the same reason International Travel to the US is up YOY.
Analysis of: Travel to Canada hits 5th straight record low | www.thestar.com
Author: Christopher Dane, President-HRG Afilliates, LLC, HOGG ROBINSON GROUP P L C
Paraphrasing President Bill Clinton's campaign strategist, James Carville... It is the Loonie stupid! It is also the economy, price of gas. The reverse phenomenon is occurring in the US...where it is the dollar stupid!
May 27, 2008
Legacy airlines need to adopt new business model
Analysis of: American, Cutting Back, Plans $15 Bag Fee | www.nytimes.com
Author: GLG Expert Contributor
Analysis of: American, Cutting Back, Plans $15 Bag Fee | www.nytimes.com
Author: GLG Expert Contributor
The legacy airlines are struggling to survive the rapid and substantial increases in fuel costs. The industry's old business model (high fixed costs and low variable costs) has been destroyed by the high fuel costs. The survival of this industry, with proper regard for the interests of their customers, is...
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