Skift Capital Allocation Brief: A New Quarterly Read on Where Travel's Money Goes

Skift Research has launched a free quarterly report, the Skift Capital Allocation Brief, tracking where travel's money is moving. The inaugural edition covers 242 deals worth $39.6 billion in H1, three take-private transactions, nearly $6 billion of credit card-issuer capital buying travel supply, and venture funding at multi-year lows. It also analyzes valuation premiums for asset-light lodging and major OTAs, and shifting demand geography with Asia-Pacific accelerating and U.S. inbound travel structurally weak.