Hotels RevPar decline - It is more than just the economy coming out of recession
July 20, 2009
Reservations Mount Over Hotel Stocks | www.businessweek.com
While the economy plays a significant role in hotel RevPar results, their is much more to it than just that. "Events and Meetings Management" (EMM)-still no signs of life. Corporate travel budgets are typically built in the fall for following calendar year-so no growth until next year at the absolute...
Cuba is not the "end all, be all" for the cruise industry
July 20, 2009
Cruise companies rise on sector's surge, U.S.-Cuba talks | www.reuters.com
1. Cuba will create a boom for the cruise industry....not really.2. If passed if will be several years before implemented.3. Cuba needs a lot of infrastructure work to support this potential move.4. Benefits other than cruise lines...entire Cuban economy, local hotels and building industry will...
Top Ten reasons to use a travel agent
June 25, 2009
Why Use A Travel Agent? | www.travelagentcentral.com
A David Letterman, tongue in cheek approach at why "use a travel agency". Hopefully you wail see both the humor and the "deeper meaning" As travel becomes more "unbundled" it becomes more complicated (read: fees for everything...including checking in, using the lavatory on airplanes,...
Professional Travel Expertise Has Value
June 25, 2009
Why Use A Travel Agent? | www.travelagentcentral.com
Consumers, especially under the age of 30, are under the false impression that internet travel always provides more for less. As a long time veteran of the retail travel industry, I find that many times people pay more for less online and get a less than satisfactory travel experience. If consumers...
If it did not work before in better economic times, what makes you think in will work now?
June 8, 2009
Jet America Airlines to fly for 9 dollars | www.freshnews.in
This model will fail...again. Cannot believe someone would invest in the person (Weikle) that started Skybus... a company that failed within months of startup. At least Donald Burr and Freddie Laker enjoyed years of success before going out of business This is not another Allegiantmodel...unfortunately...if...
AF-KLM eyes CSA and now purchased 25% interest in Alitalia
March 26, 2009
Air France-KLM eyes CSA, crisis ongoing | www.reuters.com
AF-KLM seems to have taken their eye off of the core AF/KLM airline. There is a point of diminishing returns when it comes to economies of scale and they have reach that point! EU may take a greater interest should their be anymore consolidations. This assumes that Iberia remains a separate entityor...
BA/IB Merger talks has 2 Opportunities to Collapse
February 2, 2009
British Airways-Iberia merger talks on the rocks | www.reuters.com
1. BA stock price at 133 pence and potentially can go lower could call off the talks. 2. AA/BA antitrust immunity request could likewise kill the deal.
January 21, 2009
Cruise trouble on the high seas | blogs.usatoday.com
Prices are being drastically reduced on cruises for 2009 Bookings are down for the wave season signaling trouble ahead Cancellations are up and the booking window is getting very close in
September 8, 2008
Sector Snap: US online travel stocks mostly fall | biz.yahoo.com
Online Travel Demand may continue to decline. Consumers are looking for greater expertise and accountability for their big dollar travel purchases.
International Travel to Canada is down for the same reason International Travel to the US is up YOY.
May 27, 2008
Travel to Canada hits 5th straight record low | www.thestar.com
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!
October Jewelry Sales- Estimates Conflict with Reported Results
November 6, 2009
Restaurant Trends Suggest Protracted Challenges for Foodservice Industry
November 5, 2009
Note To Jewelry Industry-Wait and See Isn’t a Viable Strategy
November 4, 2009
Zale Loses One-Third of Investor’s New Worth-Revised
November 4, 2009
Auto Sales Getting Closer To The "New Normal?"
November 4, 2009
www.topix.com
Zale FY09 Revenue -17%, Reports Loss of $190M Zale Corporation...
www.telegraph.co.uk
www.nationaljewelernetwork.com
online.wsj.com
www.npd.com