GBTA调查:2027年前商旅乐观情绪回升至63%
GBTA于2026年8月27日至9月9日调查604名全球企业差旅经理、供应商及中间商。结果显示,63%的商旅专业人士对2027年行业前景乐观,高于4月的41%和1月的59%;悲观比例从4月的24%降至7%。买方乐观度由39%升至61%,供应商与TMC由42%升至64%。45%的受访者预计2026年企业差旅次数同比增加(4月为30%),56%的买方预计差旅支出增加(4月为43%)。成本上升与地缘政治不确定性仍是买方首要影响因素。
GBTA于2026年8月27日至9月9日调查604名全球企业差旅经理、供应商及中间商。结果显示,63%的商旅专业人士对2027年行业前景乐观,高于4月的41%和1月的59%;悲观比例从4月的24%降至7%。买方乐观度由39%升至61%,供应商与TMC由42%升至64%。45%的受访者预计2026年企业差旅次数同比增加(4月为30%),56%的买方预计差旅支出增加(4月为43%)。成本上升与地缘政治不确定性仍是买方首要影响因素。
Bangkok experienced sustained heavy rainfall from Thursday through the weekend, with nearly 300 millimeters (12 inches) of rain. Flooding disrupted operations at Suvarnabhumi and Don Mueang airports, causing flight delays and baggage backlogs, though both airports remained open. Flooded roads prevented some Thai Airways ground-handling employees from reaching the airport, worsening departure delays. Bangkok hotels reported limited impact on bookings. The Thai Meteorological Department forecasts heavy rain across up to 80% of the area in the coming week. A Rangsit University study estimated Bangkok economic losses at 10.6 billion baht ($315 million), over 40% of the estimated 25.3 billion ba…
Several hotel industry developments this week: Highgate appointed Erica Doyne as chief marketing officer; she brings nearly two decades of hospitality and travel leadership experience, most recently as CMO of Cardinal Financial and previously in marketing executive roles at Hyatt. BWH Hotels opened @HOME by Best Western McDonough in Georgia, a 128-suite extended-stay property marking the brand's first location in the state and Southeast region and its second in the U.S. Separately, more than 7,000 union hotel workers in Chicago voted to authorize a strike, which could become the city's largest hotel strike.
Hilton President & CEO Christopher Nassetta said at Skift Global Forum that the company launched Project RISE in mid-2025, targeting 75 to 100 basis points of owner margin improvement through AI and process redesign. He stressed that AI-driven efficiency should be a recurring program, not a one-off cut, and revealed Hilton scrapped its entire legacy technology stack seven or eight years ago to maintain agility. Nassetta also noted that non-residential fixed investment exceeded 10% in Q2 2026, giving the industry room for structural cost improvements, but the AI infrastructure spending cycle has not yet peaked, with winners and losers expected.
On September 22-23, the 2026 TravelDaily Summit & Digital Travel Show was held at Shanghai International Convention Center, split into three forums: the TravelDaily Summit, the Accommodation Summit and the Business Travel Digitalization Summit. The September 23 Accommodation Summit centered on Chinese hotels moving from scale expansion to value deepening, covering macro mobility trends, local brand leaps, AI operations, mid-to-high-end breakthroughs, regional group transformation and global competition. Executives from BTG Homeinns, Huazhu, Hilton, IHG, Shangri-La, Meituan, Wanda Hotels, Fliggy, Atour, Jin Jiang, Marriott and Delonix participated.
Hilton President and CEO Christopher Nassetta said at the Skift Global Forum in New York City that hotel owners have had an abnormal, difficult decade — from the aftermath of the 2008 financial crisis and anemic growth in 2017-2018, to the pandemic wiping out more than 90% of revenue, a stimulus-fueled recovery, and then weak growth with high inflation. He said he began developing a response in late 2024 and early 2025; Hilton launched Project Rise last June and rolled it out this year, committing to return 75 to 100 basis points of incremental margin to owners.
Hilton has been named the #1 Best Workplace in Asia by Great Place to Work and the top-ranked hospitality company for the 10th consecutive year. Hilton has over 99,000 team members across more than 1,300 hotels in Asia Pacific, with its workforce doubling since 2017. The recognition reflects Hilton's people-first culture and sustained investment in talent.
Qatar welcomed 303,000 visitors in August, up 6.3% from July, but cumulative arrivals for the first eight months of 2026 reached 2.3 million, down 30% year-over-year. The U.S.-Iran war, which began on February 28, caused a demand collapse, with monthly arrivals falling from a January peak of 646,000 to a March low of 63,000. Hotel occupancy recovered to 56.6% in July with ADR at 375 riyals ($103). Qatar is banking on Q4 events like MotoGP and the November F1 Grand Prix to buffer demand, though analysts see this as recovery rather than a return to 2025 levels.
Internal materials seen by Skift reveal Marriott is pushing group sales teams at its managed hotels in the U.S. and Canada to close a $1.55 billion group revenue gap to goal for 2027 via its 'Drive to Win' incentive program. Marriott characterizes this as a routine annual stretch target, not a forecast or performance signal. However, the push coincides with the CFO's description of 2027 group pace as 'flattish' and appears to trail rivals like Hyatt. Analysts suggest new convention supply may be softening demand.
Choice Hotels has appointed Dominic Dragisich as president and CEO, ending a three-month search. Dragisich had served as interim CEO since May 20, after nearly a decade at the company in roles including CFO and chief global brand officer. He succeeds Patrick Pacious, who departed after a weak first quarter. Choice Hotels, franchisor of brands like Comfort Inn and Cambria, seeks to close a performance gap with rivals; U.S. RevPAR rose just 1.3% in Q2, trailing industry averages. Dragisich emphasizes execution and net rooms growth, backed by the Bainum family, the largest shareholder.
Choice Hotels International has appointed Dominic Dragisich as president and CEO, effective August 31. Dragisich served as interim CEO for three months, succeeding Patrick Pacious who departed. He has been with the company for nearly ten years, holding roles including chief growth and strategy officer and CFO. The board chairman said Dragisich was selected after a comprehensive search.
The article notes that hotel investment returns are declining and payback periods are lengthening. In Q2 2026, mature hotel RevPAR at major groups showed a downward trend. According to Hotel Home data, the number of hotels with 15+ rooms nationwide increased from 312,000 in 2023 to nearly 420,000 in 2026, a growth of over 30%. Investors are shifting towards property ownership and flexible revenue-sharing models to cope with longer payback periods.
REPAY and NxtEdge (an inventory, cost management, and AP automation platform by DiningEdge) have partnered to embed REPAY's Payables Platform (RPP) directly into NxtEdge's software suite, unifying invoice capture, line-item inventory matching, and payment disbursement in a single interface. The integration supports virtual card, ACH, and digital payment networks, targeting multi-unit restaurant groups, independent F&B venues, country clubs, and hotel/resort food and beverage operations. It eliminates manual data re-entry, reducing duplicate payments and billing discrepancies.
The article uses Sharan Pasricha's two ventures—Ennismore (controlled by Accor, valued at $3.4B–$5.8B) and Estelle Community—to illustrate the dilemma facing boutique hotel founders: scale with external capital and lose control, or stay independent by owning real estate. Recent deals (Hilton–Graduate, Hilton–Sydell/NoMad, Hyatt–Standard, Seibu Prince–Ace, Marriott–citizenM) all follow the pattern where global flags buy the brand and contracts while founders keep the buildings. Independent hotels face 15–25% OTA commissions versus loyalty-driven distribution of majors. Survivors like Firmdale, Peninsula, Oberoi, Oetker, and Hoshino share patient capital and owned real estate. The key questio…
Hilton has announced the appointment of Kolin Pound as Area President for the Caribbean and Latin America (CALA), effective August 24, 2026. In this role, Pound will oversee Hilton's operations in the region, leading hotel teams and partnering with owners and key stakeholders to drive performance and support continued growth. He joins from Ares Management, bringing extensive hospitality, real estate, and investment experience. Hilton currently operates 315 hotels and resorts in the region, with 150 more in development.
Hilton has announced the appointment of Kolin Pound as Area President for the Caribbean and Latin America (CALA), effective August 24, 2026. In this role, Pound will oversee Hilton's operations in the region, leading hotel teams and partnering with owners and key stakeholders to drive performance and support continued growth. He joins from Ares Management, bringing extensive hospitality, real estate, and investment experience. Hilton currently operates 315 hotels and resorts in the region, with 150 more in development.
Despite demand disruption from the U.S.-Iran war, Middle East hotel construction hit a record: 724 projects and 178,003 rooms under construction in Q2, up 11% and 10% year-over-year. Saudi Arabia leads with 387 projects, Egypt has a record 167. Developers bet on structural growth, with major operators concentrating 90% of pipelines in Saudi, Egypt, and Turkey.
According to a KPMG report, U.S. travel, leisure, and hospitality M&A deal value reached $39.6 billion in H1 2026, up 106.8% YoY, but deal volume fell 7.6% to 402. Buyers pursued 'bigger, higher-conviction' deals, prioritizing assets with customer ownership, loyalty ecosystems, and pricing power. Fertitta's $17.6B acquisition of Caesars was the largest.
Amadeus released the Travel Dreams 2026 report, based on surveys of 6,000 travelers and 500 hoteliers. It finds travelers increasingly use travel as a mental health reset, with 41% aspiring to return with a calmer nervous system. Hotels can generate an additional US$1 million annually by retailing personalized attributes like early check-in/late check-out. Sustainability is a key differentiator, with travelers willing to pay an average 11.7% premium for eco-friendly hotels. AI investment is accelerating, but travelers still value human touch.
PhocusWire released its list of the Hot 25 Travel Startups for 2023. Of the 25 startups, 14 were founded since the start of 2020, and 9 launched in 2021. PhocusWire selected from more than 120 startups, focusing on innovation and growth potential, and emphasizing diversity in sector, location, and founders. The article also analyzes the 100 companies selected in the past four years, which have cumulatively raised $1.7 billion in funding, with TravelPerk having received the most at $408.5 million. 70% of the companies operate primarily on a B2B basis, 57% are based in North America, and 29% primarily serve the hospitality industry.
An SAP Concur blog post notes that COVID-19 has caused unprecedented disruption to the travel and hospitality industries: eight in 10 hotel rooms are empty, and 2020 is projected to be the worst year on record for hotel occupancy; ARC reported that airline ticket sales for the week ending April 5, 2020 fell 95.7% year-over-year. The article advises travel managers to take action to stabilize T&E programs, including adjusting T&E programs to support the changing business environment, ensuring reporting transparency, breaking down silos, preparing for the next disruption, and building stronger internal and external partnerships.
A SAP Concur blog post introduces sentiment analysis (also known as emotion AI), which uses natural language processing and machine learning to analyze positive, negative, or neutral opinions in text, applicable to survey research, social media analysis, and tracking psychological trends. Using the hotel industry as an example, it explains that hoteliers can aggregate and assess ratings and reviews to improve guest satisfaction. SAP Concur Labs and UX Analytics developed a sentiment analysis tool for user product reviews that automatically extracts themes to understand customer feelings and identify popular and frustrating features. The article also discusses the complexity of sentiment ana…