Ubungqina obucacileyo bobabini bokubuyisana kwentengiselwano kwaye, ubuncinci kwicandelo leenqwelomoya, ukuphucula imeko yengeniso, kuye kwathetha ukuba imfuno yokuhamba kwezorhwebo, emva kokugqibela ukuba nethemba ngasekupheleni kuka-2009, iqhubile nomfutho ekuqaleni kuka-2010. ichaza ukubuyisela kwimeko yesiqhelo njengokuzinzileyo, iingxelo zokunyuka kancinci kodwa okuzinzileyo kwimfuno yeshishini kwezi nyanga zimbalwa zidlulileyo zivela kwimizi-mveliso emininzi.
Abaphathi beenqwelo moya bethetha kwezi veki zimbini zigqithileyo kwiminxeba yenkomfa kunye noluntu lotyalomali kunye neendaba zosasazo zinike ezinye zezimvo. "NgoJanuwari, ukubhukisha isivumelwano sequmrhu kunyuke malunga neepesenti ezilishumi xa kuthelekiswa nexesha elifanayo kunyaka ophelileyo," utshilo umongameli we-Delta Air Lines uEd Bastian. Ngelixa oku kubonakalisa uthelekiso olulula, abahambi beshishini bayabuya. Kwaye njengoko sibona imiqulu iphucuka, nexabiso lonyuka nalo liyaphucuka, nangona kunjalo ngomgangatho ophumeleleyo. ”
Emva kokubona iindlela zengeniso yeenkampani "zikhawulezisa kwikota yesine," umongameli we-United Airlines uJohn Tague uthe, "NgoJanuwari, ndicinga ukuba ingeniso yequmrhu izakukhuphuka malunga neepesenti ezilishumi ngonyaka, kwishedyuli elula." Uye waphawula ukuba ukubhukisha i-transatlantic yeekhabini zeprimiyamu kunyuke ngepesenti ezi-10 kwikota yesine.
I-American Airlines, nayo, yabona ishishini elidityanelweyo "likhawuleza ukuya ngasekupheleni kwekota yesine," utshilo uCFO Tom Horton. “Uluvo lwethu ngoJanuwari nangaphaya, ubuncinci ngekamva elibonakalayo, kukuqhubeka kolo phuculo. Sibonile ukuba imfuno yepremiyamu kwiintsuku eziphezulu zeveki inyukile. Kubonakala ngathi sibona ukubuya kohambo lweshishini kwiimarike ezinde, kwaye kulapho imali ikhona. ”
Ngokwe-Continental Airlines igosa eliyintloko lentengiso u-Jim Compton, ingeniso yemveliso ephezulu (kubandakanya nengeniso yequmrhu) ibiphantsi ngepesenti e-1 ngoDisemba emva kokuhla kangangeepesenti ezingama-38 ngoMeyi, kwaye iindlela zekota ezikhoyo zibonisa "iveni" kubhukisho ngaphakathi yeentsuku ezili-14.
“Iiakhawunti zethu zenkampani zisixelela ukuba uhlahlo-lwabiwo mali lokuhamba lusomelele ngokufanelekileyo. Oko bekuthethiwe, sibona uhambo loshishino lubuya kancinci kancinci, ”utshilo uCompton. “Ukongeza ekunciphiseni ukuthintelwa kokubhukisha ngaphambili, ezinye iiakhawunti zivumela ukuhamba kweentlanganiso zangaphakathi, ezivuselele intwana yokubhukisha kwamaqela. Sikwabona nenqokelela yokubhukisha kwamashishini kwicandelo lezemali. ”
Njengesiqhelo, i-CEO ye-Southwest Airlines u-Gary Kelly unikezele ngezimvo kwelinye icala. Ngelixa avumayo ukuba ukugcwala kweshishini ukusukela ngehlobo elidlulileyo "kusenokwenzeka ukuba kungangcono," uKelly ubalule ukusebenza okufipheleyo kwiimarike zohambo olufutshane "kukuthamba kuhambo lweshishini," kwaye wathi akalindelanga kuphucuka kakhulu ngo-2010.
"Abantu bayayitshintsha imikhwa yabo," utshilo. “Umntu othengisayo ebedla ngokuthatha uhambo olunye ngenyanga, ngesiquphe afumanisa ukuba bafuna ukuhamba kube kanye ngekota. Inkcitho kwinto yokuzikhethela njengokuhamba kwishishini ayizukutshintsha ngobusuku. Ii-CFO azizukuyimela. Siyazi nje ukuba yindlela yokuziphatha kweMelika kwaye uqeqeshwe kakhulu malunga noku. Akukho nkolelo kuthi ukuba uyakubona ukubuyela umva kuhambo lweshishini. ”
Umbono oqaqambileyo omkhulu
Nangona kunjalo, idatha eninzi ibonisa inqanaba lokubuyiselwa kokuhamba kweshishini. Kwinqanaba le-macro, ukuthengisa okupheleleyo kwe-arhente yokuhamba yase-US kuye kwafumana izibonelelo zonyaka-nangonyaka ngoNovemba nangoDisemba, iinyanga kuphela zika-2009 ukubonisa ukuphucuka, ngokwe-ARC. Intengiselwano yearhente iyonke ikhule kwinyanga ezintathu zokugqibela zonyaka. Isalathiso esingcono sokuhamba kweshishini, ukuthengisa ngokupheleleyo phakathi kwee-mega "arhente zokuhamba-iAmerican Express, iBCD Travel, uCarlson Wagonlit Travel kunye neHogg Robinson Group phakathi kwabo - ngoNovemba nangoDisemba banyuse iipesenti ezi-6 kunye neepesenti ezi-5 ngokwahlukeneyo, ingxelo ye-ARC. Lilonke, elo qela labona isilayidi sokuthengisa esipheleleyo kangangeepesenti ezingama-25 ngaphambili ngo-2009.
Kwinqanaba learhente nganye, iAmerican Express yafumana ukwehla okuthe kratya kwintengiso yokuhamba kwequmrhu kuneshishini ngokubanzi – kangangeepesenti ezingama-42 kunyaka kunyaka ophelileyo kwikota yesibini yonyaka ophelileyo- ngaphambi kokuba babuyele kwipesenti ezi-5 ezithobekileyo zesine kwikota. Iyunithi yenkampani yeeNkonzo zoRhwebo zeHlabathi, ebandakanya amakhadi ayo eenkampani kunye nokusebenza kukhenketho lweshishini, kwikota yesine ifumene ukukhula ngerhafu kwipesenti ezi-6, ukonyuka kwepesenti ezi-8 kwishishini elibizwa ngamakhadi kunye neepesenti ezisi-7 eziphezulu zokuchitha imali yabanini bamakhadi, unyaka nonyaka.
"Ikhadi elidityanisiweyo / iinkonzo zorhwebo ngaphambili bezisebenza kakhulu njenge-V-ihlala ibambe ixesha elide kancinci, iyehla kakhulu kwaye emva koko inyuke ibukhali kunalo lonke ishishini," utshilo u-American Express CFO uDan Henry kwiveki ephelileyo kwinkomfa Tsalela umnxeba nabahlalutyi. “Ngeli xesha, sibona kwa into enye. Iinkonzo zorhwebo zabuya zangaphezulu kunamanye amashishini. ”
Kwifayile yamva nje ye-US Securities and Exchange Commission, iTraipport GDS ikhankanye “ukujika” kukhenketho lwendibaniselwano, yaze yacacisa ukuba iiakhawunti zayo ezinkulu ze-arhente "zibuyile kunyaka wokukhula kunyaka kwikota yesine, kunye nomthamo wenyanga ngoNovemba kunye UDisemba 2009 enyuke nge-1 pesenti nesi-4 ngokwahlukeneyo. ” Ngokubanzi, ngokweTraportport, ukubhukisha ikota yesine kwihlabathi liphela kwiinkqubo zayo zokuhanjiswa kwehlabathi-Apollo, Galileo kunye neWorldspan- ikhule ngeepesenti ezintlanu ngonyaka, ikota yokuqala ukubonisa ukonyuka komndilili ukusukela phakathi ku-5. Ukuphuculwa kukhawulezisiwe njengoko ikota iqhubela phambili, kubandakanya ukonyuka kwepesenti ye-2007 kubhukisho olupheleleyo ngoDisemba, kunye neepesenti ezili-10 kunye neepesenti ezili-11, ngokulandelelana, kumacandelo omoya aqhutyiweyo ngoNovemba nangoDisemba.
Abahlalutyi bomoya bakwaphule kwiimfuno zoShishino
Kwezi veki zimbini zidlulileyo, abahlalutyi baseWall Street bakhuphe amanqaku ophando apho bavakalise ithemba kwicandelo leenqwelo moya, beqhutywa yinxalenye yezimvo ezilungileyo ezivela kubaphathi benkampani. Iphawula ukuba ingeniso yenkqubo yeenqwelo moya ye-US ngoDisemba inyuke nge-8.8 yeepesenti ngokulandelelana ukusuka ngoNovemba- "kude kakhulu kubudlelwane obulandelelanayo beepesenti ezi-1.5 ezibonwe ngo-2004-2007" -JP Morgan Securities abahlalutyi babhale ukuba "u-2009 umele irekhodi uNovemba-ukuya kuDisemba ukunyuka okunyanzelekileyo. ”
Ngokwabahlalutyi be-UBS, "kukho ubunyani bokwenyani besiseko semfuno." Baqwalasele ukuba ingeniso yeyunithi kaFebruwari "kungoku nje idlula ngoJanuwari malunga neepesenti ezintlanu" kwaye kulindeleke ukuba "yandiswe kwezi veki zimbalwa zizayo." Ngo-Matshi, abahlalutyi be-UBS balindele ukukhula kwengeniso yeyunithi "enamanani aphindwe kabini".
"Silindele ukuba iinkampani zihambe ngakumbi njengoko unyaka uqhubeka," ubhalile u-UBS. “Ngenxa yokuqina, oku kuya kwenza ukuba iinqwelo-moya zikwazi ukuzilawula ngcono iinqwelo-moya zazo. Izinto zokulayisha sele zikho ngalo lonke ixesha, ngenxa yoko sikholelwa ukuba iinqwelomoya ziya kubasusa abakhweli kunye nabathengi. Oku kuyabenzakalisa iiarhente zokuhamba ezikwi-Intanethi njengoko ukubhukisha kuya kungena kwiinkampani zolawulo lwezokuhamba kude nakwezabo. ”
Iimfuno zeShishini zisasebenza kwiCandelo lokuHlala
Ngokwabahlalutyi be-UBS, "Kwicala lehotele, izinto zijongeka zingcono, njengoko silindele ukuba amaxabiso egumbi lemihla ngemihla anyuke njengembuyekezo yokuhamba kwamashishini."
I-Smith Travel Research ibike ukwehla kwe-1.4 yeepesenti kwimfuno (igumbi lobusuku) kwikota yesine, eyona "ntsebenzo yekota ibalaseleyo yowama-2009," kunye neenzuzo zokuhlala kwi-11 kwezona 25 zeemarike ezinkulu. Ngokwentetho zamva nje zomongameli we-STR uMark Lomanno, icandelo lokunethezeka liye lafumana iinyanga ezininzi zokukhula kwemfuno phakathi kweepesenti ezintlanu kunye neepesenti ezisi-5.
"Abakhenkethi abakumgangatho ophezulu baya kuqhuba imo yokubuyisela kwimeko yesiqhelo phantse ngokuqinisekileyo," ngokukaLomanno.
Kodwa ukubuyela kwimeko yesiqhelo kuwo onke amanqanaba akukabonakali. I-Marriott International, umzekelo, kule nyanga ithe ikota yesine yengeniso yengeniso ayinakuba mbi njengoko bekulindelwe kuqala, kodwa kusenokwenzeka ukuba ibisezantsi ngepesenti ye-13 ukuya kwiipesenti ze-14 eMntla Melika kunye neepesenti ezili-14 ukuya kwiipesenti ezili-16 ngaphandle kweNyakatho Melika. "Siye sabona ukuhamba kwezoshishino kunye neentlanganiso ezinkulu ziqala ukuqala, nto leyo inkulu kumashishini ethu," u-CEO uBill Marriott wabhala kwiblogi yakhe kule nyanga. "Kuzothatha ixesha ukubuyela kwindawo esasikuyo ngaphambi kokuqala kokudodobala okubi kwendakha ndakubona, kodwa kuyakhuthaza ukubona ukuba sihamba ngendlela elungileyo."
I-Choice Hotels International, engajolise kakhulu kushishino kune-Marriott, khange ibone mikhwa mihle yamashishini, ngokutsho kwabaphathi abathetha kule nyanga nabatyali mali. "[Imfuno yequmrhu] ibicekeceke ukuya ezantsi," utshilo uCFO David White. "Ngokuqinisekileyo ibibuthathaka kunendawo yokundwendwela yezinto." UWhite ukwaphawule ukuba "iiakhawunti ezinkulu zeenkampani zihlala zibambe bhetele ngoku kuneeakhawunti ezincinci zohambo."
