This is a guest post by Mario Gavira, Vice President of Global Growth and Brand at Kiwi.com. Mario takes us through how the travel industry’s value creation has evolved over the last 25 years, using market cap trends of the top public companies to highlight who’s winning, how the game has changed, and what might come next.
I wanted so badly for the "experience" players to pop off but the industry had other plans. I can always rely on the amex concierge but it would be so refreshing to have a continuous experience with one person vs getting a new person whenever I call amex and have to fill them in on everything.
I wanted so badly for the "experience" players to pop off but the industry had other plans. I can always rely on the amex concierge but it would be so refreshing to have a continuous experience with one person vs getting a new person whenever I call amex and have to fill them in on everything.
It still takes time before the unit economics of OTAs get in right place but it gets there one day.
Like for food delivery the optimal partners are dark kitchens, there are also best partners for OTAs and these are not full service tour operators