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All GLG News Analyses Filed Under: Leisure & Lodging

Analyses are solely the work of the authors and have not been edited or endorsed by GLG.
Tom Botts, Partner

Tom BottsPartnerHudson Crossing What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

Orbitz Finally Falls In Line and Removes Booking Fees: OWW

April 7, 2009

Orbitz Finally Matches EXPE, PCLN and Travelocity in Removing Air Booking Fees | www.orbitz.com

- Much larger portion of Orbitz's earnings come from booking fees than competitors. (Citi estimates nearly 60% for OWW vs ~10% for EXPE.)

Tom Botts, Partner

Tom BottsPartnerHudson Crossing What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

As Global Business Travel Slumps, Hotel Chains Court Their Most Loyal Customers With New Deals

April 6, 2009

Hotels Turn to Loyalty Programs to Drive Revenue | finance.yahoo.com

-Massive frequent stayer bonus programs are rolled out by all the chains as they battle for share among remaining business travelers -Hotels are happy for redemption of loyalty points as well to build occupancy -Its a great time to earn (huge bonus programs in place) as well as burn (finding a free room is easier than ever)

Google's Rumored Acquisition of Expedia Would be a Surprise

March 19, 2009

GLG Expert Contributor

Expedia Shares Rally on Takeover Rumors | www.reuters.com

EXPE shares rise on another round of GOOG acquisition rumors.  Acquiring a large and complex global travel agency with an extensive customer care organization and supplier account management group would be a significant departure from Google's 50+ previous technology oriented acquisitions.  The travel industry represents one of Google's largest sources of advertising revenue - an acquisition of Expedia could be highly disruptive as OTAs and suppliers would reevaluate advertising spend supporting their largest competitor.

Tom Botts, Partner

Tom BottsPartnerHudson Crossing What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

Another Holiday, Another GOOG buys EXPE Rumor...

March 19, 2009

Expedia Shares Rally on Takeover Rumors | www.reuters.com

-EXPE is not a typical GOOG purchase -GOOG would hardly risk millions of dollars in ad revenues to enter the travel space

Slight flaw in this theory by Dev Anand, Impetus Marketing

March 18, 2009

GLG Expert Contributor

Travelocity to Waive Flight-Booking Fees - Will OWW match? | online.wsj.com

Using hotel commissions to subsidise OTAs income from flight bookings is all well and dandy until such time that hotels choose to go commission-free! This has already happened in the budget/lodge sector and may well spread to the entire hotel industry. Airline overrides (remember those from the 20th century!) were increasingly withdrawn when traditional travel agents started using the override income to rebate back to the corporate client to win more business. This action of Travelocity & Expedia is likely to make hoteliers move in this direction! Very counter-productive

Tom Botts, Partner

Tom BottsPartnerHudson Crossing What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

Travelocity matches Expedia - implications for Orbitz, Priceline

March 17, 2009

Travelocity to Waive Flight-Booking Fees - Will OWW match? | online.wsj.com

-Travelocity matches Expedia's booking fee reduction -Orbitz will be forced to match -Limited to no effect on Priceline

Tom Botts, Partner

Tom BottsPartnerHudson Crossing What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

Expedia's bold move into no-fee air bookings

March 12, 2009

Expedia shares gain on new promotion; rivals slip | biz.yahoo.com

EXPE makes a big bet on traffic and cross-sell OWW potentially crushed PCLN punished unfairly

Priceline continues to exceed expectations

February 19, 2009

GLG Expert Contributor

Priceline.com Reports Financial Results for 4th Quarter and Full-Year 2008 | phx.corporate-ir.net

1. Priceline topped 4Q expectations with upside to both domestic and international gross bookings. Bookings rose 23% to $1.5bn, topping an up 15% and $1.4bn estimate.2. Guidance came was surprisingly strong. Priceline expects 1Q bookings to be up mid single digits vs expectations for down low single digits. Despite accelerating declines in travel overall, Priceline continues to grow.3. Outperformance and continued growth reflect Priceline's discounted product offering in the US, superior marketing prowess and better inventory base abroad. 

Tom Botts, Partner

Tom BottsPartnerHudson Crossing What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

Municipalities have reservations on Online Travel Agent's hotel room tax policies

February 18, 2009

Cities and States Press Travel Sites to Collect Hotel Taxes | www.nytimes.com

Anaheim wins round one in the occupancy tax wars vs. the Online Travel Agents (OTAs) but will it be pyrrhic?

Tom Botts, Partner

Tom BottsPartnerHudson Crossing What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

TZOO launches a strong product offering - may be the key in a reversal of fortune

February 5, 2009

Travelzoo Purchases Fly.com Domain Name for $1.8 Million | biz.yahoo.com

TZOO hasnt had a new product offering in some time and has faced extensive competition in the travel email advertising world. Fly.com represents an interesting new revenue stream as well as a potential threat to internet darling kayak.com

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