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October 1, 2007Is content king, or is it relevant content that matters?
Analysis of: BBC Acquires Lonely Planet | www.bbc.co.uk
Author: Chicke Fitzgerald, Founder and Chief Executive Officer, LeisureLogix, LLC
BBC Worldwide bought Lonely Planet in a deal that insiders value at over $203m. The question is whether content alone is enough to propel BBC Worldwide into the forefront of the $2.8 trillion global leisure travel market? Founders, Maureen and Tony Wheeler, will keep a 25% stake and presumably...
July 6, 2007Blackstone's Probably Won't Put Others in Play...
Analysis of: Will Blackstone’s Hilton Deal Put Others in Play? | online.wsj.com
Author: Christopher Dane, President-HRG Afilliates, LLC, HOGG ROBINSON GROUP P L C
* Blackstone/Hilton deal is unique on several levels * Hotel Industry metrics have probably peaked in terms of RevPAR. * New Construction in the piptline is at an all time high * Starwood's management is weak and no apparent strategy. * Marriott is not about to sell the family business
June 18, 2007Marriott Knows What They Are Doing
Analysis of: Strange Bedfellows: Marriott, Schrager | online.wsj.com
Author: Christopher Dane, President-HRG Afilliates, LLC, HOGG ROBINSON GROUP P L C
•Marriott is very good at managing multiple brands. •Marriott has successfully kept brands/cultures separate. •Marriott Needed a boutique brand. •Marriott has a history of success in developing brands.
May 15, 2007
Digital Signage & Interactive Solutions at Retail Enhance Sales
Analysis of: Paxar Showcases RFID Smart Mirror for Retailers | www.rfidupdate.com
Author: GLG Expert Contributor
Analysis of: Paxar Showcases RFID Smart Mirror for Retailers | www.rfidupdate.com
Author: GLG Expert Contributor
Innovation in the digital signage and interactive solutions industry is creating new ways for all businesses who direclty court consumers to engage their customers more effectively and increase sales. Acceptance is now moving beyond early adoption as the digital signage market alone reached $2.5 Billion...
May 9, 2007
CAFE Regulations May Impact Chrysler, US Auto Makers
Analysis of: Senator: CAFE hike could kill Chrysler | www.autonews.com
Author: GLG Expert Contributor
Analysis of: Senator: CAFE hike could kill Chrysler | www.autonews.com
Author: GLG Expert Contributor
"CAFE Hike Could Kill Chrysler" article is troublesome because it illustrates that there is still a very real disconnect between US auto product, US automotive marketing, and attempts to provide legislative guidelines to protect the environment.
May 7, 2007Increasing CAFE standards is not the answer
Analysis of: CAFE Break | online.wsj.com
Author: Christopher Dane, President-HRG Afilliates, LLC, HOGG ROBINSON GROUP P L C
* CAFE standards never had the intended outcome.* relies on something to happen in the future when what is needed something for today.* Making car makers accountable for conservation rather than the end user is illogical.* Drivers are ultimately responsible for conservation.* ...
April 13, 2007Iberia offer by TPG - Back door to Amadeus???
Analysis of: Iberia board to study TPG Capital offer | www.breakingtravelnews.com
Author: Chicke Fitzgerald, Founder and Chief Executive Officer, LeisureLogix, LLC
Iberia is one of the owners of Amadeus, currently the #1 Global Distribution System in the world. TPG most recently purchased Sabre, the #1 Global Distribution System in the largest GDS market in the world, the US.TPG also has an interest, through its venture arm, in G2Switchworks, one of the...
March 30, 2007Private Equity now dominates ownership of Global Travel Distribution companies
Analysis of: Silver Lake and TPGN Complete Acquisition of Sabre Holdings | news.morningstar.com
Author: Chicke Fitzgerald, Founder and Chief Executive Officer, LeisureLogix, LLC
All four GDS companies are now operating on a similar playing field, all owned by private equity companies.Cost cutting and surfacing operating efficiencies is generally the order of the day for the companies purchased by private equity firms. The industry is watching with a careful eye to see...
March 15, 2007Looking Back: The Effects of RCCL Non-Rebate Policy
Analysis of: Looking Back:New rules on pricing churn up the waters | www.northjersey.com
Author: Jill Wlos, Director of Marketing, BuyCruises.com
In August 2004 RCCL issued a new policy in regards to rebating and now over two years later it is important to review the results of this policy and to see if it has been successful.The policy was enacted to control pricing and create a level playing field. By controlling pricing...
December 7, 2006GDS - and then there were three.......Travelport and Worldspan to merge
Analysis of: Travelport Ltd. and Worldspan, L.P. to Merge to Create Leading Travel Solutions Company | www.prnewswire.com
Author: Chicke Fitzgerald, Founder and Chief Executive Officer, LeisureLogix, LLC
On the B2B side, this will make the combined entity the #1 player in the global GDS space, based on both revenues and billable bookings, the traditional measure of success in the GDS world. Once the merger is approved by regulatory authorities, the combined entity will have 63,000 travel agency...
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