Over $1 trillion in savings and pent-up demand between the US and Europe
A new remote future
Business travel becomes culture
Global accommodations…in the next 12 months we might be back to fully recovered
The big hotel brands are getting bigger (chart shows independent hotels within the Marriott system)
Multibillion-dollar opportunity in hotel tech
The wunderkind of the travel sector: short-term rentals. 2022 > 2019!
Airline ancillary revenue became even more important in the pandemic. Almost at 15% now of global airline revenue.
Shift from business class towards premium leisure
OTAs still on the road to recovery
Google travel share as % of metasearch
Example of product innovation: eDreams, Hopper and Airbnb
Another product innovation…offline!
Conclusion