THE GLOBAL TOURISM INDUSTRY

MARKET ANALYSIS

In addition to a comprehensive view of the sector's environment and demand (macroeconomic factors, changes brought about by digital transformation and ecological transition, etc.), the study provides our exclusive analysis of the past evolution of the global tourism industry and its prospects.

COMPANIES' BUSINESS STRATEGIES

Cost optimisation, necessary evolution of the business model, enlargement of the customer target, development of a sustainable tourism offer and improvement of digital tools: the report details the growth levers prioritised by the world leaders in the tourism industry, after analysing their main strengths and weaknesses.

EXPLANATION OF THE CHANGES IN THE COMPETITIVE LANDSCAPE

This report also provides an individualised and aggregated financial analysis of the operators' financial performance. In particular, it deciphers the evolution of sales and operating profit rate for the analysed companies.

1. EXECUTIVE SUMMARY

SUMMARY AND KEY PAGES OF THE REPORT

The summary provides all the elements needed to understand the major trends in the sector and foreseeable developments, drawing on analyses of the market outlook and the strategies of the companies.

2. MARKET FUNDAMENTALS

SCOPE OF THE REPORT

MARKET FUNDAMENTALS

OVERVIEW

3. THE MARKET AND LEADERS' ACTIVITY

SECTORAL ENVIRONMENT

• Overview

• Political factors

• Economic factors

• Societal factors

• Technological factors

• Ecological factors

• Legislative factors

THE GLOBAL TOURISM MARKET

• Market indicators

LEADERS' ACTIVITY AND PERFORMANCES

• Leaders' performance

• Revenue

• EBIT

• E-commerce

4. COMPETITION AND LEADERS' STRATEGIES

COMPETITIVE ENVIRONMENT

• Porter's 5 forces (Overview)

• Bargaining power of customers

• Bargaining power of suppliers

• Threat of new entrants

LEADERS' STRATEGIES

• Overview

• Optimising costs

• Transforming the business model

• Developing a sustainable tourism offer

• Improving digital tools

• Expanding the target customer base

5. SOURCES

6. ANNEXES

7. FORCES AT WORK

• Rankings of the 10 world leaders in the global tourism industry

• Key performance indicators of the 10 leaders (revenue growth and EBIT rate)

• SWOT analysis of the 10 leaders

8. LEADERS' PROFILES

• BOOKING HOLDINGS

• EXPEDIA GROUP

• TUI GROUP

• TRIP.COM GROUP

• TONGCHENG TRAVEL HOLDINGS

• TRIPADVISOR

• AMERICAN EXPRESS GBT

• H.I.S.

• EDREAMS ODIGEO

BOOKING HOLDINGS

EXPEDIA GROUP

TUI GROUP

TRIP.COM GROUP

TONGCHENG TRAVEL HOLDINGS

TRIPADVISOR

AMERICAN EXPRESS GBT

H.I.S.

EDREAMS ODIGEO