The travel industry, digested. Curated opinion on hotels, airlines, OTAs and travel-tech.
Read → Iberia flies from Madrid to Salerno all summer until October. A brand new airport competing with Naples. A fresh alternative for travelers?
Read → German market stalls, Booking pushes B2B, Hopper settles with FTC, Caesars moves forward, luxury vacation rentals consolidate.
Read → The A321neo and A321XLR dominate Airbus' order book, representing more than 70% of A320 family orders. A clear strategy: more efficient and versatile aircraft for routes that were previously unviable.
Read → Airbnb has hired a VP from OpenAI to keep its brand DNA in the new wave of artificial intelligence. The move, as Skift reports, bets on what the company has always defended: experience over technology.
Read → Bazin hinted at it in June. Now Accor hires investment banks for Ennismore's IPO on Wall Street. A play that puts lifestyle hotels in the spotlight.
Read → Spanish tech firm Airplane Solutions has gone live with its Air Marketing platform at Avianca. In the first month, the Colombian airline already sees conversion improvements.
Read → Easyjet's stock surges 80% in a month. The orange airline, undervalued on the stock exchange, cashes in on the sector rebound. According to Preferente, the share went from 3.94 to over 7 pounds.
Read → United Aviation Services, through its Stellair brand, has acquired Mallorcair, a historic ground handling and FBO operator in Palma. The move consolidates the handling oligopoly in the Balearic Islands.
Read → Trump's tariff policies and tensions with Spain are shifting travel demand. We analyze how hotels, airlines and tour operators are being affected.
Read → Instant payments eliminate the 30-60 day settlement lag from OTAs. For independent hotels, it means real-time liquidity. This changes the cash game completely.
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The daily brief
One sharp travel-industry brief a day. Free.