Long Lake’s $6.3 Billion Acquisition of AmexGBT: A Contrarian Bet Amidst Widespread AI Disruption Concerns

Long Lake’s recent $6.3 billion acquisition of American Express Global Business Travel (AmexGBT) stands out as arguably the most contrarian investment in the travel sector currently, unfolding against a backdrop…

Environmental Risk at the Forefront: Royal Caribbean’s Perfect Day Mexico Project Halted Over Ecological Concerns

At what point in the investment cycle does environmental risk now need to be priced in? The answer, increasingly, is before the land is bought. This fundamental shift in development…

Skift IDEA Awards: Catalyzing Innovation and Redefining Excellence in the Global Travel Industry

Skift, the preeminent authority on global travel intelligence, is once again poised to recognize the trailblazers shaping the future of the industry through its prestigious IDEA Awards. With the submission…

IndiGo Reaffirms Unwavering Commitment to Low-Cost Model Amidst Leadership Transition with Incoming CEO Willie Walsh

As IndiGo, India’s largest airline by market share, prepares for a significant leadership transition with the arrival of Willie Walsh as its new Chief Executive Officer in early August, the…

The Global Overtourism Framework: A Decade On, Revealing Its Rich-World Bias and Neglecting Developing Nations’ Realities

The travel industry has spent the better part of a decade talking about overtourism as if it were a universal condition with universal solutions. Reduce promotion. Disperse visitors geographically. Regulate…

Why the Hotel Business Is Entering an Owner-First Era

The global hospitality sector is currently navigating a period of profound transformation, characterized by intense financial pressures on hotel owners and a re-evaluation of the long-dominant "asset-light" operational model. While…

Jamie Dimon Declares Competitive Moats Fleeting, A Principle Resonating Deeply within the Evolving Travel Industry

Jamie Dimon, the influential CEO of JPMorgan Chase, delivered a thought-provoking address at a prominent investor conference this week, challenging a long-held tenet of business strategy: the permanence of competitive…

Saudi Arabia’s Tourism Mission Undergoes Significant Revision Amidst Leadership Change and Giga-Project Reassessment

The Kingdom of Saudi Arabia’s ambitious tourism drive is facing a pivotal moment, marked by a significant leadership transition at the Saudi Tourism Authority (STA) and widespread reports of adjustments…

Travel Industry Raises Alarm Over Homeland Security Threat to Halt Customs at Sanctuary Cities Ahead of World Cup

The travel industry is sounding a dire warning against unprecedented threats from Homeland Security Secretary Markwayne Mullin to halt customs operations at designated "sanctuary cities" across the U.S., a mere…

A New Paradigm for Luxury Retail: Why the Hospitality Mindset is Proving Profitable, Yet Challenging to Scale

A groundbreaking new paper emerging from the EHL Hospitality Business School, co-authored by an incoming INSEAD PhD candidate, presents a compelling argument that luxury retail stands to gain significantly by…