Huakaʻi hui: piʻi mālie akā kūpaʻa i ka noi ʻoihana

ʻO nā hōʻike maopopo o ka nui o ka hoʻoulu hou ʻana a, ma ka liʻiliʻi loa ma ka ʻoihana mokulele, ka hoʻomaikaʻi ʻana i ka loaʻa kālā, ʻo ia ka manaʻo o ka noi huakaʻi hui, ma hope o ka huli ʻana i ka maikaʻi i ka hopena o 2009, ua mālama i kekahi manawa i ka hoʻomaka ʻana o ka makahiki 2010. e wehewehe i ka hoʻihoʻi ʻana ma ke ʻano hoʻomau, ʻo nā hōʻike e pili ana i ka piʻi mālie akā ke piʻi mau nei ka noi ʻoihana i nā mahina i hala iho nei i hele mai mai nā pōʻai ʻoihana he nui.

E kamaʻilio ana nā luna o ka mokulele i nā pule he ʻelua i hala aku nei ma nā kelepona kūkā me ke kaiāulu hoʻopukapuka a ua hāʻawi ka nūhou i kekahi o nā ʻōlelo hou loa. "I Ianuali, ua piʻi aʻe kā mākou palapala ʻaelike hui ma kahi o 10 pakeneka i hoʻohālikelike ʻia i ka manawa like i ka makahiki i hala," wahi a ka pelekikena ʻo Delta Air Lines Ed Bastian. "ʻOiai e hōʻike ana kēia i nā hoʻohālikelike maʻalahi, ke hoʻi nei nā huakaʻi ʻoihana. A ke ʻike nei mākou i ka hoʻomaikaʻi ʻana o nā volumes, ke hoʻomaikaʻi nei nō hoʻi nā kumukūʻai, ʻoiai ma ka wikiwiki o ke kula.

Ma hope o ka ʻike ʻana i ke ʻano o ka loaʻa kālā "wikiwiki i ka hapahā ʻehā," i ʻōlelo ai ka pelekikena ʻo United Airlines ʻo John Tague, "No Ianuali, manaʻo wau e piʻi aʻe ka loaʻa kālā o ka hui ma kahi o 10 pakeneka o ka makahiki, ma kahi papa māmā." Ua hoʻomaopopo pū ʻo ia i ka hoʻonui ʻana o ka transatlantic premium cabin booking i ka 5 pakeneka i ka hapahā ʻehā.

Ua ʻike pū ʻo American Airlines i ka ʻoihana ʻoihana "wikiwiki i ka hopena o ka hapahā ʻehā," wahi a CFO Tom Horton. "ʻO kā mākou ʻike no Ianuali a ma waho aʻe, ma ka liʻiliʻi loa no ka wā e hiki mai ana, ʻo ia ka hoʻomau ʻana o kēlā holomua. Ua ʻike nō hoʻi mākou i ka piʻi ʻana o ke koi premium i nā lā kiʻekiʻe o ka pule. Me he mea lā ke ʻike nei mākou i ka hoʻi ʻana mai o ka huakaʻi ʻoihana ma nā mākeke holo lōʻihi, a ma laila ke kālā.

Wahi a ka luna kūʻai nui ʻo Continental Airlines ʻo Jim Compton, ʻo ka loaʻa kālā kiʻekiʻe o ka mea lawe ukana (me ka loaʻa kālā o ka hui) ua emi iho i ka 1 pakeneka ma Dekemaba ma hope o ka emi ʻana ma kahi o 38 pakeneka i Mei, a ʻo nā ʻano hapaha o kēia manawa e hōʻike ana i ka "piʻi" i nā puke i loko. o 14 lā.

"Ke haʻi mai nei kā mākou ʻoihana ʻoihana iā mākou e paʻa mau nā kālā huakaʻi. ʻO kēlā ʻōlelo, ke ʻike nei mākou i ka huakaʻi ʻoihana e hoʻi mālie ana, "wahi a Compton. "Ma kahi o ka hoʻohaʻahaʻa ʻana i nā mea paʻa i ka hoʻopaʻa ʻana i mua o ka hale, ua ʻae kekahi mau moʻolelo i ka huakaʻi no nā hālāwai kūloko, kahi i hoʻoulu ai i kahi kiʻi liʻiliʻi i nā puke hui. Ua ʻike pū mākou i kahi kiʻi i nā puke ʻoihana mai ka ʻāpana kālā. "

E like me ka mea maʻamau, hāʻawi ʻo Southwest Airlines CEO Gary Kelly i ka ʻōlelo ma ka ʻaoʻao ʻē aʻe. ʻOiai ua ʻae ʻo ia e ʻoi aku ka maikaʻi o ke kaʻa ʻoihana mai ke kauwela i hala aku nei, ua ʻōlelo ʻo Kelly i ka lohi ʻana o ka hana ma nā mākeke pōkole i "ka palupalu i ka huakaʻi ʻoihana," a ʻōlelo ʻo ia ʻaʻole manaʻo ʻo ia e hoʻomaikaʻi nui i ka makahiki 2010.

"Hoʻololi nā kānaka i kā lākou mau maʻamau," wahi āna. "ʻO ke kanaka kūʻai aku i hele i hoʻokahi huakaʻi i ka mahina, ʻike koke lākou he pono wale lākou e hele i hoʻokahi hapaha. ʻAʻole e loli ka hoʻolilo ʻana i kahi mea koho e like me ka huakaʻi i ka ʻoihana. ʻAʻole kū nā CFO no ia mea. ʻIke wale mākou ʻo ia ke ʻano o ka ʻoihana ʻAmelika e hana ai a aʻo nui ʻia i kēlā ʻano. ʻAʻohe manaʻoʻiʻo ma kā mākou ʻaoʻao e ʻike ʻoe i kahi rebound ikaika i ka huakaʻi ʻoihana.

He Kii Nui Alohilohi

Eia nō naʻe, nui nā ʻikepili e hōʻike ana i kahi pae o ka hoʻolaʻa huakaʻi ʻoihana ke hoʻomaka nei. Ma ka pae macro, ʻo ka nui o nā ʻoihana huakaʻi huakaʻi US i loaʻa i ka loaʻa o kēlā me kēia makahiki ma Nowemapa a me Kekemapa, ʻo nā mahina wale nō o 2009 e hōʻike i ka holomua, e like me ka ARC. Ua ulu ka huina kālā o nā hui i kēlā me kēia o nā mahina ʻekolu hope o ka makahiki. ʻO kahi hōʻailona maikaʻi aʻe o ka huakaʻi ʻoihana, ka nui o nā kūʻai aku ma waena o nā hui huakaʻi "mega" - American Express, BCD Travel, Carlson Wagonlit Travel a me Hogg Robinson Group ma waena o lākou-i Nowemapa a me Kekemapa i hoʻonui ʻia he 6 pakeneka a me 5 pakeneka, i hōʻike ʻia ʻo ARC. Ma ka hōʻuluʻulu ʻana, ua ʻike kēlā hui i ka nui o nā kūʻai aku e like me 25 pakeneka ma mua o 2009.

Ma kahi pae ʻoihana hoʻokahi, ua ʻike ʻo American Express i kahi hāʻule ʻoi aku ka nui o nā kūʻai huakaʻi hui ma mua o ka ʻoihana ma ka nui-e like me ka 42 pakeneka o ka makahiki ma ka makahiki i ka hapaha ʻelua o ka makahiki i hala-ma mua o ka piʻi ʻana i kahi emi haʻahaʻa 5 pakeneka no ka hā. hapaha. ʻO ka hui Global Commercial Services, e komo pū ana me kāna kāleka hui a me kāna mau huakaʻi huakaʻi ʻoihana, i ka hapahā ʻehā i loaʻa i ka 6 pakeneka ka ulu ʻana o ka loaʻa kālā, he 8 pākēneka ka piʻi ʻana o ka ʻoihana i uku ʻia i nā kāleka a me ka 7 pakeneka kiʻekiʻe aʻe o ka hoʻolimalima ʻana o ka mea paʻa kāleka, i kēlā me kēia makahiki.

"Ua ʻoi aku ka maikaʻi o nā lawelawe kāleka ʻoihana / ʻoihana ma ke ʻano he V-ua paʻa mau ʻo ia i ka lōʻihi i ka lohi, hāʻule ʻoi aʻe a laila piʻi aʻe ma mua o ke koena o ka ʻoihana," wahi a American Express CFO Dan Henry i ka pule i hala i ka hālāwai kūkā. kahea me na kanaka nana. “I kēia manawa, ʻike mākou i ka mea like. Ua hoʻi hou mai nā lawelawe ʻoihana ma mua o ke koena o nā ʻoihana. "

Ma kahi hoʻopiʻi hou me ka US Securities and Exchange Commission, ua haʻi ʻo Travelport GDS i kahi "turnaround" i ka huakaʻi hui, a wehewehe ʻo kāna mau ʻoihana hui nui honua "ua hoʻi i ka ulu makahiki ma ka makahiki i ka hapahā ʻehā, me nā puke o kēlā me kēia mahina ma Nowemapa a Ke hoʻonui nei ʻo Dekemaba 2009 i ka 1 pakeneka a me ka 4 pakeneka. Ma ke ʻano holoʻokoʻa, e like me Travelport, ʻo ka helu ʻehā hapahā o ka honua holoʻokoʻa i kāna ʻōnaehana hoʻolaha honua-Apollo, Galileo a me Worldspan-ua ulu ʻia e 5 pakeneka o ka makahiki ma mua o ka makahiki, ʻo ka hapaha mua e hōʻike i ka piʻi ʻana mai ka waena o 2007. Ua wikiwiki ka hoʻomaikaʻi ʻana i ka holomua ʻana o ka hapaha, me ka piʻi ʻana o 10 pakeneka o ka helu helu ʻana i ka mahina o Dekemaba, a me 11 pakeneka a me 14 pakeneka piʻi, kēlā me kēia, no nā ʻāpana ea i hana ʻia i Nowemapa a me Kekemapa.

ʻO ka poʻe loiloi ea hoʻi e hoʻonui i ka makemake o ka hui

I nā pule ʻelua i hala iho nei, ua hoʻopuka nā mea noiʻi o Wall Street i nā moʻolelo noiʻi i hōʻike ai lākou i ka manaʻo maikaʻi no ka ʻoihana mokulele, i alakaʻi ʻia e nā ʻōlelo noiʻi maikaʻi mai nā luna hoʻokele. Ma ka ʻike ʻana ua piʻi ka loaʻa kālā o ka ʻōnaehana mokulele US i Dekemaba i ka 8.8 pakeneka mai Nowemapa–“ma mua loa o ka pilina maʻamau 1.5 pākēneka i ʻike ʻia i ka makahiki 2004-2007”–ua kākau nā mea loiloi ʻo JP Morgan Securities e "hōʻike ʻo 2009 i kahi moʻolelo o Nowemapa-a-Dekemapa. koi piʻi."

Wahi a nā mea noiʻi UBS, "ʻoiaʻiʻo ka ikaika o ke koi kumu." Ua ʻike lākou ʻo ka loaʻa kālā ʻana o Pepeluali i kēia manawa "ke ʻoi aku nei ma mua o Ianuali ma kahi o 5 pakeneka" a manaʻo ʻia e "hoʻonui ʻia i nā pule e hiki mai ana." No Malaki, manaʻo ka poʻe loiloi UBS i ka ulu ʻana o ka loaʻa kālā "ʻelua-helu".

"Ke manaʻo nei mākou e hele nui nā hui i ka holomua o ka makahiki," kākau ʻo UBS. "Ma muli o ka ikaika o ka ikaika, e hiki ai i nā mokulele ke hoʻokō maikaʻi i kā lākou mokulele. Aia nā mea hoʻouka i nā kiʻekiʻe o nā manawa a pau, no laila ke manaʻoʻiʻo nei mākou e hoʻoneʻe nā mokulele i nā mea holo leʻaleʻa me nā mea kūʻai aku ʻoihana. E hōʻeha kēia i nā hui huakaʻi pūnaewele no ka mea e kahe ana nā puke i nā ʻoihana hoʻokele huakaʻi hui a haʻalele iā lākou.

Ke emi mau nei ka makemake o ka ʻoihana ma ka ʻāpana noho

Wahi a nā mea loiloi UBS, "Ma ka ʻaoʻao hōkele, ʻoi aku ka maikaʻi o nā mea, ʻoiai ke manaʻo nei mākou e piʻi aʻe ka nui o nā lumi lumi i kēlā me kēia lā ke hoʻi mai ka huakaʻi hui."

Ua hōʻike ʻo Smith Travel Research i kahi hāʻule o 1.4 pakeneka o ka noi (nā pō lumi) no ka hapahā ʻehā, ka "hana maikaʻi loa o ka hapaha makahiki o 2009," a me ka loaʻa ʻana o ka noho ma 11 o nā mākeke nui loa 25. Wahi a nā hōʻike hou a ka Pelekikena STR ʻo Mark Lomanno, ua ʻike ka ʻāpana waiwai i kekahi mau mahina o ka ulu koi ma waena o 5 pakeneka a me 8 pakeneka.

"E alakaʻi ka poʻe huakaʻi ʻoihana kiʻekiʻe i ke ʻano o ka hoʻihoʻi ʻana," wahi a Lomanno.

Akā ʻaʻole ʻike ʻia ka hoʻōla ākea ma nā ʻano āpau. ʻO Marriott International, no ka laʻana, i kēia mahina i ʻōlelo ʻia ʻaʻole i like ka maikaʻi o ka loaʻa kālā o ka hapahā hapaha e like me ka mea i manaʻo mua ʻia, akā ua emi paha ka 13 pakeneka i ka 14 pakeneka ma ʻAmelika ʻAmelika a iho i ka 14 pakeneka i ka 16 pakeneka ma waho o ʻAmelika ʻAmelika. "Ua ʻike pū mākou i ka huakaʻi ʻoihana a e hoʻomaka ana nā hālāwai nui, ʻo ia ka mea nui no kā mākou ʻoihana," kākau ʻo CEO Bill Marriott ma kāna blog i kēia mahina. "E liʻiliʻi ka manawa e hoʻi ai i kahi a mākou i noho ai ma mua o ka hoʻomaka ʻana o ka hāʻule ʻino loa aʻu i ʻike ai, akā he mea hōʻoluʻolu ke ʻike e neʻe nei mākou i ke ala kūpono."

ʻAʻole i ʻike ʻo Choice Hotels International, ʻoi aku ka liʻiliʻi o ka ʻoihana ma mua o Marriott, i nā ʻano ʻoihana maikaʻi, e like me nā luna e kamaʻilio nei i kēia mahina me nā mea hoʻopukapuka. "Ua palahalaha loa [ke koi ʻoihana] i lalo," wahi a CFO David White. "Ua ʻoi aku ka nāwaliwali ma mua o ka ʻaoʻao huakaʻi leʻaleʻa o nā mea." Ua ʻōlelo pū ʻo White "ʻoi aku ka maikaʻi o nā moʻokāki ʻoihana nui i kēia manawa ma mua o nā moʻokāki huakaʻi liʻiliʻi."