Alex Shchedrin

April 14, 2021

Quick check on Travel industry?

Summary: looks like a recovery to about ~60% of 2019 in the the US, nice trend up on lodging and flight shopping, cruise lines are at a disadvantage.

TSA checkpoint travel numbers
Screen Shot 2021-04-13 at 9.18.08 PM.png

Looks to be about 60% of 2019 values.

Skift Recovery Index
Screen Shot 2021-04-13 at 9.50.54 PM.png

The US, Mexico and Russia seem to be leading with highest Skift Recovery Index scores.

Screen Shot 2021-04-13 at 9.24.36 PM.png

In North America, nice growth of SRI of Lodging in January and February

Air Booking Data from 3Victors
Screen Shot 2021-04-13 at 9.30.59 PM.png

US Domestic search data is almost at 2019 levels, wow!

Cruise Lines

More Cruise Lines to Cancel Sailings in 2021
Carnival Cruise Line extended its operations pause from U.S. ports through June 30.

Norwegian Cruise Line: Parent company Norwegian Cruise Line Holdings Ltd. extended the suspension of cruising on its three brands, Norwegian Cruise Line, Oceania Cruises and Regent Seven Seas Cruises through June 30.

Royal Caribbean International: Parent company Royal Caribbean Group extended the suspension of all sailings from the U.S. until June 30. Celebrity Cruises and Royal Caribbean International both canceled all sailings through June, excluding its ships that were recently scheduled to launch outside of the U.S.

On hold in the US through June 30th.

Cruise Ships Sail Outside of US
  • Norwegian Cruise Line is launching Cruises from Athens, Montego Bay and Punta Cana in July and August.
  • Royal Caribbean is launching cruises from Bahamas, Bermuda and Cyprus in Jun and July.

Vaccines will be required for passengers over 18, proof of a negative test for passengers under 18.