Ushishino lweehotele zase-US kulindeleke ukuba luchaze ukuthotywa kwamaxabiso amatsha ngeli xesha lemivuzo njengoko imfuno yeshishini elicothayo kunye namazinga asezantsi amagumbi atya kwingeniso yeenkampani.
Abahlalutyi balindele ukuba i-metric yentengiso engundoqo yeehotele, ingeniso ngegumbi ngalinye elifumanekayo (i-RevPAR), ibe sezantsi kakhulu kwikota njengoko ukwehla okuqhubekayo kohambo lweshishini kunyanzelisa iihotele ukuba zithembele ngakumbi kubathengi abangakhathaliyo ngamaxabiso, abafuna amaxabiso aphantsi.
“Kulo naliphi na icandelo, ukuba ingeniso yakho iphantsi ekuphela kwento onayo kukuthotywa kweendleko,” utshilo uChris Woronka, umhlalutyi weDeutsche Bank. "Ndingabalumkisa abo baya beqina ngakumbi njengoko unyaka uqhubeka."
I-RevPAR, umlinganiselo wamaxabiso amagumbi kunye nokuhlala, unokuwa malunga neepesenti ezingama-20 kule kota, wabhala umhlalutyi weBarclays Capital uFelicia Hendrix kwinqaku kule veki.
Iindleko zokucutha zincede abaqhubi behotele abanjengoMarriott International kunye neWyndham Worldwide tuncing Wall Street uqikelelo lwemivuzo yokugqibela. UMarriott uthe ivale iindawo zokutyela kunye nemigangatho kwezinye iihotele, ngelixa iWyndham inqumle intengiso kunye nabasebenzi bezentengiso.
Iziphumo ezingcono kunezilindelekileyo zanceda i-Dow Jones ye-Hotels index yase-US .I-DJUSLG iqhube ngaphezu kweepesenti ze-50 kwixesha eliphelile ngo-Juni 30.
Ukuthotywa kweendleko kwikota yamva nje kunokubandakanya yonke into ukusuka ekugxothweni kwabasebenzi ukuya ekuhlawuleni ukuhanjiswa kwamaphephandaba, utshilo umhlalutyi weSusquehanna uRobert LaFleur. Kodwa ngokucutha okuncinci ngeli xesha, yena kunye nabanye abahlalutyi bayabuza ukuba ubunzulu kangakanani na uthintelo olunokuthi luhambe ngaphambi kokuba bonakalise imveliso engundoqo yeehotele: inkonzo.
“Ekupheleni kosuku, akunakwenzeka ukuba kucuthwe eli nqanaba leendleko ngaphandle kokuchaphazela amanqanaba eenkonzo zeendwendwe,” utshilo uLaFleur.
UMarriott uza kuqalisa ixesha lokufumana umvuzo ngoLwesine, ngelixa kwiveki ezayo izisa iinkcukacha ezithe kratya kubunewunewu kunye necandelo eliphezulu elineziphumo ezivela kwi-Starwood Hotels & Resorts.
Zombini iinkampani, kunye neWyndham Worldwide (WYN.N) kunye neChoice Hotels International, kulindeleke ukuba zithumele inzuzo ephantsi kwikota esanda kuphela.
I-'AIG EFFECT'
Uhambo lweshishini ludla ngokuba negalelo elikhulu kwingeniso yekota yesibini kunye nokuthandabuza kweCorporate America ukuhamba kubi kwingeniso yeshishini kwezi veki zimbalwa zizayo.
Ukuthingaza kweenkampani ekuchitheni imali kwiihotele kwaziwa kwishishini lezokhenketho njenge "AIG effect." I-Inshurensi yaseMelika yaMazwe ngaMazwe yeQela yagxekwa kakhulu emva kokubhabha abathengisi abaphezulu kunye nabaphathi kwindawo ekuchithelwa kuyo iiholide kamsinya nje emva kokufumana ibheyile karhulumente eyi-85 yebhiliyoni kunyaka ophelileyo.
"Akukho sixa sesaphulelo okanye izivumelwano ezilungileyo okanye iziphiwo okanye ukukhushulwa okuya kukhuthaza abantu beenkampani ukuba bahambe," utshilo uLaFleur. "Eso sisigqibo seshishini abasenzayo: nokuba olu hambo lubalulekile okanye hayi."
Iihotele ezikumgangatho ophezulu kunye nezitofotofo, ezifana ne-Starwood's W okanye i-Marriott's Ritz-Carlton, zifumana isabelo esikhulu sengeniso yazo kuhambo lweshishini. Iihotele ze-Luxury 'RevPAR zingawela ngaphezu kweepesenti ze-30 kwikota yesibini, umhlalutyi we-FBR Capital Markets uPatrick Scholes wabhala kwinqaku ngoLwesithathu.
Abatyali-mali baya kubeka ugxininiso olunzima kwimbono yeenkampani zehotele kwisiqingatha sesibini sika-2009 nasekuqaleni kuka-2010, abahlalutyi bathi. I-Smith Travel Research, elandelela iindlela zokulala, iiprojekthi zokuhla kwe-17.1 kwi-RevPAR yoshishino kwi-2009.
Abahlalutyi baxubene malunga namathemba oshishino lwehotele. Kwezi veki zidlulileyo, iFBR iphucule icandelo lendawo yokuhlala ngelixa iBarclays kunye neRW Baird & Co bezithobile ishishini.
“Iinkampani ziyakuvuma ukuba izinto zibuthathaka ngoku,” utshilo uScholes. "Umbono wam kukuba izinto ziya zisiba mbi ngakumbi."
INTO ONOKUYITHATHA KWELI NQAKU:
- I-RevPAR, umlinganiselo wamaxabiso amagumbi kunye nokuhlala, unokuwa malunga neepesenti ezingama-20 kule kota, wabhala umhlalutyi weBarclays Capital uFelicia Hendrix kwinqaku kule veki.
- Key sales metric, revenue per available room (RevPAR), to be sharply lower in the quarter as the continued drop in business travel forces hotels to rely more on price-sensitive consumers, who demand lower rates.
- Upscale and luxury hotels, like Starwood’s W or Marriott’s Ritz-Carlton, derive a larger share of their revenue from business travel.
