2022-10-13-Amadeus-2022年酒店市场洞察报告_57页_9mb

Hospitality Market Insights Report Summary

Executive Summary

The hospitality market in the US and Canada has shown strong recovery, with hotel occupancy levels at or above 2019 levels for the remainder of the year. Group and Brand.com bookings have been particularly robust. In Greater China, July ended with the highest occupancy rates of the year, and there has been a strong pickup in August. Groups and Blocks are gaining market share both month over month and year over year. Direct and Brand channels are also increasing their share compared to 2019, but transient bookings are being made closer to arrival, with almost 90% of transient reservations made within a week of arrival.

In the rest of Asia, demand remains strong through August and September, with Singapore and Melbourne leading the September market. The Retail and Discount segments have larger shares than in 2019, while Negotiated bookings have returned to 2019 levels and are growing month over month.

Europe has experienced a very strong second half of July, with hotel occupancy surpassing 2019 levels and pacing at similar levels for the next few months. Brand bookings are increasing at the expense of OTAs, and Groups and Blocks now account for a slightly larger share than in the same period of 2019.

The Middle East ends summer with a strong pace, surpassing 2019 levels for four consecutive months. Peaks are expected in November due to global events like the F1 in Abu Dhabi and the FIFA World Cup in Qatar. A notable increase in transient bookings beyond the month of arrival is observed, with almost a quarter of transient reservations made in advance.

Latin America is entering its fifth consecutive month with higher occupancy levels than the same time in 2019. September shows strong growth, especially in Cartagena and Rio de Janeiro.

Key Regions Overview

United States

• Occupancy: At or above 2019 levels for the remainder of the year.
• Segmentation: Groups and Blocks are gaining share month over month and year over year. Direct and Brand channels are also increasing share against 2019.
• Transient Lead Time: Almost 90% of transient bookings are made within a week of arrival.
• Occupancy by State: Strong performance across states, with specific data visualized for comparison with 2019.
• Occupancy by Market: Regional markets show varying levels of performance, with visual data comparing 2022 and 2019.

Canada

• Occupancy: Strong performance with occupancy levels at or above 2019.
• Segmentation: Groups and Blocks are increasing share year over year.
• Transient Lead Time: Similar trends to the US, with a significant portion of transient reservations made close to arrival.
• Occupancy by Province: Data visualized showing provincial performance against 2019.
• Occupancy by Market: Markets show varying performance, with visual data comparing 2022 and 2019.

Greater China

• Occupancy: Highest occupancy rates in July, with a strong pickup into August.
• Segmentation: Groups and Blocks are gaining share, and Direct and Brand channels are increasing their share against 2019.
• Transient Lead Time: Almost 90% of transient reservations made within a week of arrival.
• Occupancy by Market: Data visualized showing market performance against 2019.

Rest of Asia Pacific

• Occupancy: Strong demand through August and September.
• Segmentation: Retail and Discount segments have larger shares than in 2019, while Negotiated is at 2019 levels and growing.
• Transient Lead Time: Visualized data showing lead time distribution by segment and channel.

Europe

• Occupancy: Strong second half of July, with occupancy levels surpassing 2019 and pacing at similar levels.
• Segmentation: Brand continues to capture more bookings, with Groups and Blocks slightly increasing their share.
• Transient Lead Time: Visualized data showing lead time distribution by segment and channel.

Middle East & Africa

• Occupancy: Strong performance through August and September, with peaks in November due to global events.
• Segmentation: Retail and Discount segments have larger shares than in 2019, while Negotiated is at 2019 levels and growing.
• Transient Lead Time: Visualized data showing lead time distribution by segment and channel.

Latin America

• Occupancy: Fifth consecutive month of higher occupancy levels compared to 2019.
• Segmentation: Groups and Blocks are increasing share year over year.
• Transient Lead Time: Visualized data showing lead time distribution by segment and channel.
• Growth: Strong pickup in September, especially in Cartagena and Rio de Janeiro.

Main Trends

• Occupancy Recovery: Most regions are showing strong recovery, with occupancy levels at or above 2019.
• Channel Shift: Brand channels are gaining traction, especially in Europe and the US, at the expense of OTAs.
• Segmentation Shift: Groups and Blocks are increasing their share, while Retail and Discount segments are expanding in several regions.
• Transient Booking Behavior: Transient bookings are being made closer to arrival, with a high percentage of reservations made within a week of the travel date.
• Regional Highlights:
  • Greater China and Rest of Asia Pacific are experiencing strong demand, with notable growth in specific segments.
  • Europe has seen a strong rebound, with consistent performance against 2019.
  • Middle East is pacing ahead of 2019 levels, with events driving demand.
  • Latin America is showing sustained growth, with strong September performance in key cities.

Key Insights

• Brand.com and Direct Channels: These are becoming more prominent, especially in the US and Canada.
• Group and Block Bookings: These segments are gaining significant market share, indicating a shift in booking behavior.
• Transient Booking Lead Time: Shorter lead times are being observed, suggesting a more spontaneous booking trend.
• Event-Driven Demand: The Middle East is benefiting from major global events, which are driving occupancy and bookings.
• Market-Specific Performance: While some regions are leading, others are also showing positive trends, indicating a diversified recovery across the hospitality sector.

Conclusion

The hospitality market is showing signs of strong recovery, with most regions reporting occupancy levels at or above 2019. The shift towards Brand.com and Direct channels, along with increased Group and Block bookings, is a notable trend. Transient bookings are becoming more immediate, with a significant portion of reservations made within a week of arrival. Event-driven demand in the Middle East and strong regional growth in Latin America further highlight the diverse and dynamic nature of the market.