Bayyanar shaida na duka resurgent ma'amaloli da kuma, a kalla a cikin kamfanonin jirgin sama, inganta kudaden shiga trends, ya nufin cewa kamfanoni tafiye-tafiye bukatar, bayan da a karshe juya tabbatacce a cikin marigayi 2009, ya ci gaba da wani karfi a farkon 2010. Ko da yake yana iya zama da wuri da wuri. bayyana murmurewa a matsayin mai dorewa, rahotannin jinkiri amma tsayayyen hauhawar buƙatun kasuwanci a cikin 'yan watannin da suka gabata sun fito daga da'irar masana'antu da yawa.
Shugabannin kamfanonin jiragen sama da ke magana a cikin makonni biyu da suka gabata game da kiran taro tare da masu saka hannun jari da kuma kafofin yada labarai sun ba da wasu sabbin sharhi. "A watan Janairu, kwangilar kwangilar kamfanoninmu ya kai kusan kashi 10 cikin dari idan aka kwatanta da daidai wannan lokacin a bara," in ji shugaban Delta Air Lines Ed Bastian. “Yayin da wannan bangare yana nuna sauƙin kwatance, matafiya na kasuwanci suna dawowa. Kuma kamar yadda muka ga kundin ya inganta, farashin farashi kuma yana inganta, duk da cewa yana da saurin kammala karatunsa."
Bayan ganin abubuwan da ake samu na kudaden shiga na kamfanoni suna "hanzari a cikin kwata na hudu," in ji shugaban kamfanin na United Airlines John Tague, "A watan Janairu, ina tsammanin kudaden shiga na kamfanoni zai kai kusan kashi 10 cikin 5 a kowace shekara, akan jadawali mai sauki." Har ila yau, ya lura cewa rajistar gidajen alfarma na transatlantic ya karu da kashi XNUMX a cikin kwata na huɗu.
Kamfanonin jiragen sama na Amurka, suma, sun ga kasuwancin kamfanoni "yana haɓaka zuwa ƙarshen kwata na huɗu," in ji CFO Tom Horton. "Ra'ayinmu na watan Janairu da bayansa, aƙalla don nan gaba, ci gaba ne na wannan ci gaba. Mun kuma ga cewa buƙatun ƙima a kan manyan ranakun mako yana kan haɓakawa. Da alama muna ganin an dawo da matafiyan kasuwanci a kasuwannin dogon zango, kuma a nan ne kudin suke.”
A cewar babban jami'in tallace-tallace na Kamfanin Jiragen Sama Jim Compton, yawan kudaden shigar da dillalan ya samu (ciki har da kudaden shiga na kamfanoni) ya ragu da kashi 1 cikin dari a watan Disamba bayan da ya yi kasa da kashi 38 cikin dari a watan Mayu, kuma yanayin kwata na yanzu yana nuna "kori" a cikin ajiya a ciki. na kwanaki 14.
“Asusun kamfanonin mu suna gaya mana cewa har yanzu kasafin tafiye-tafiye yana da tsauri. Wannan ya ce, muna ganin tafiyar kasuwanci tana dawowa sannu a hankali, "in ji Compton. "Bugu da ƙari, sauƙaƙe ƙuntatawa kan yin ajiyar gida na gaba, wasu asusu suna ba da izinin tafiye-tafiye don tarurrukan cikin gida, wanda ya haifar da ƙaramin ɗaukar hoto a cikin rajistar rukuni. Har ila yau, mun ga yadda ake karban ajiyar kamfanoni daga bangaren hada-hadar kudi."
Kamar yadda aka saba, Shugaban Kamfanin Jiragen Sama na Kudu maso Yamma Gary Kelly ya ba da sharhi ta wata hanyar. Yayin da ya yarda cewa zirga-zirgar kasuwanci tun lokacin rani na ƙarshe "na iya samun kyautuka," Kelly ya danganta rashin aiki a kasuwannin gajeren lokaci zuwa "laushi a cikin tafiye-tafiyen kasuwanci," kuma ya ce baya tsammanin ci gaba sosai a cikin 2010.
"Mutane suna canja halayensu," in ji shi. “Mutumin mai tallace-tallacen da ya saba tafiya sau ɗaya a wata, kwatsam ya gano cewa suna buƙatar tafiya sau ɗaya kawai a cikin kwata. Kudaden da ake kashewa akan abu na hankali kamar tafiya cikin kasuwanci ba zai canza dare ɗaya ba. CFOs ba za su tsaya gare shi ba. Mu dai mun san haka ke nan yadda kamfanonin Amurka ke nuna hali kuma suna da ladabtarwa a wannan fanni. Babu imani daga bangarenmu cewa za ku ga koma baya mai karfi a cikin tafiye-tafiyen kasuwanci."
Babban Hoto Mai Haskakawa
Duk da haka, bayanai da yawa sun nuna wani mataki na dawo da balaguron kasuwanci yana gudana. A matakin macro, jimillar tallace-tallacen hukumar tafiye-tafiye ta Amurka sun sami ci gaba na shekara-shekara a cikin Nuwamba da Disamba, watannin 2009 kawai don nuna ci gaba, a cewar ARC. Jimlar ma'amalar hukumar ta karu a cikin kowane watanni uku na ƙarshe na shekara. Mafi kyawun nunin tafiye-tafiyen kasuwanci, jimillar tallace-tallace tsakanin hukumomin balaguro na “mega” – American Express, Travel BCD, Carlson Wagonlit Travel da Hogg Robinson Group a tsakanin su – a cikin Nuwamba da Disamba ya karu da kashi 6 da kashi 5, bi da bi, ARC ta ruwaito. Gabaɗaya, ƙungiyar ta ga jimlar tallace-tallacen tallace-tallace kamar kashi 25 cikin ɗari a baya a cikin 2009.
A matakin hukumar guda ɗaya, American Express ta sami raguwar tallace-tallacen tafiye-tafiye na kamfanoni fiye da masana'antar gabaɗaya-kamar kashi 42 cikin ɗari sama da shekara a cikin kwata na biyu na bara-kafin komawa zuwa mafi ƙarancin raguwar kashi 5 na na huɗu. kwata. Sashen Sabis na Kasuwancin Duniya na Kamfanin, wanda ya haɗa da katin kamfanoni da ayyukan tafiye-tafiye na kasuwanci, a cikin kwata na huɗu ya sami karuwar kashi 6 cikin 8 na kudaden shiga, karuwar kashi 7 cikin XNUMX na kasuwancin da aka yi wa kati da kashi XNUMX cikin ɗari mafi girman matsakaicin kashe kuɗin da masu katin ke kashewa a shekara.
"Katin kamfani / sabis na kasuwanci ya kasance tarihi ya fi aiki a matsayin V - yawanci yana riƙe da tsayi a cikin raguwa, ya ragu sosai sannan ya tashi sama da sauran kasuwancin," in ji American Express CFO Dan Henry makon da ya gabata yayin wani taro. kira da manazarta. “A wannan karon, muna ganin abu daya ne. Ayyukan kasuwanci sun dawo da sauri fiye da sauran kasuwancin. "
A cikin takardar da aka yi kwanan nan tare da Hukumar Tsaro da Canjin Amurka, Travelport GDS ya ba da misalin "sauyi" a cikin tafiye-tafiye na kamfanoni, kuma ya bayyana cewa babban asusun hukumarsa na duniya "ya koma girma a shekara a cikin kwata na huɗu, tare da kundin kowane wata a cikin Nuwamba kuma Disamba 2009 ya karu da kashi 1 da kashi 4, bi da bi." Gabaɗaya, bisa ga Travelport, rajista na huɗu na rubu'i na duniya a cikin tsarin rarrabawar duniya -Apollo, Galileo da Worldspan - sun ƙaru da kashi 5 cikin ɗari a shekara, kwata na farko don nuna jimlar haɓaka tun tsakiyar 2007. An haɓaka haɓaka yayin da kwata ke ci gaba, gami da haɓaka kashi 10 cikin ɗari a jimlar yin rajista a cikin Disamba, da kashi 11 da kashi 14 cikin ɗari, bi da bi, don sassan iska da aka sarrafa a cikin Nuwamba da Disamba.
Masu Nazartar Jiragen Sama Suma Sun Bukaci Bukatar Kamfani
A cikin makonni biyu da suka gabata, manazarta Wall Street sun ba da bayanan bincike wanda a ciki suka bayyana kyakkyawan fata ga bangaren sufurin jiragen sama, wanda wani bangare ya haifar da ingantaccen sharhin bukatu daga masu gudanar da jigilar kayayyaki. Lura cewa kudaden shiga na babban layin jiragen sama na Amurka a watan Disamba ya karu da kashi 8.8 a jere daga Nuwamba - "Naga gaba da dangantakar da ke tsakanin kashi 1.5 cikin 2004 na 2007-2009" - JP Morgan Securities manazarta sun rubuta cewa "XNUMX yana wakiltar rikodin Nuwamba zuwa Disamba. bukatar karuwa."
A cewar manazarta na UBS, "akwai ƙarfin buƙata na gaskiya." Sun lura cewa kudaden shiga na rukunin Fabrairu "a halin yanzu sun zarce Janairu da kusan kashi 5" kuma ana sa ran "zai fadada cikin 'yan makonni masu zuwa." Don Maris, manazarta UBS suna tsammanin haɓakar kuɗin shiga na rukunin "lambobi biyu".
"Muna sa ran kamfanoni za su kara tafiya yayin da shekara ke ci gaba," UBS ta rubuta. "Idan aka ba da ƙarfin ƙarfi, wannan zai iya ba kamfanonin jiragen sama damar samar da mafi kyawun sarrafa jiragensu. Abubuwan lodi sun riga sun kasance a kowane lokaci mafi girma, don haka mun yi imanin kamfanonin jiragen sama za su kori fasinjojin nishaɗi tare da abokan cinikin kamfanoni. Wannan yana cutar da hukumomin tafiye-tafiye ta kan layi saboda yin rajistar za ta gudana zuwa kamfanonin gudanar da tafiye-tafiye na kamfanoni da nesa da su. ”
Buƙatar Kasuwanci Har yanzu Tana Ciki A Bangaren Mazauna
A cewar masu sharhi na UBS, "A gefen otal, abubuwa sun fi kyau, yayin da muke sa ran matsakaicin ƙimar ɗakin yau da kullun zai tashi yayin da tafiye-tafiyen kamfanoni ke dawowa."
Binciken Tafiya na Smith ya ba da rahoton raguwar buƙatun kashi 1.4 cikin ɗari (daren ɗaki) na kwata na huɗu, “mafi kyawun aikin kwata na 2009,” da samun zama a cikin 11 daga cikin manyan kasuwanni 25. Dangane da gabatarwar kwanan nan na shugaban STR Mark Lomanno, sashin alatu ya sami karuwar buƙatun watanni da yawa tsakanin kashi 5 zuwa kashi 8.
Lomanno ya ce "Masu balaguro na kasuwanci za su fitar da sifar murmurewa kusan tabbas," in ji Lomanno.
Amma farfadowar tartsatsi a cikin dukkan nau'ikan bai bayyana ba tukuna. Marriott International, alal misali, a wannan watan ya ce kudaden shiga na kashi hudu na rubu'i da alama ba su da kyau kamar yadda ake tsammani na farko, amma har yanzu sun ragu da kashi 13 zuwa kashi 14 a Arewacin Amurka kuma sun ragu da kashi 14 zuwa kashi 16 a wajen Arewacin Amurka. "Mun kuma ga tafiye-tafiyen kasuwanci da manyan tarurruka sun fara tashi, wanda ke da girma ga masana'antarmu," Shugaba Bill Marriott ya rubuta a shafinsa na wannan watan. "Zai ɗauki ɗan lokaci kafin mu koma inda muka kasance kafin fara mummunan koma baya da na taɓa gani, amma yana da kwantar da hankali ganin muna tafiya daidai."
Choice Hotels International, wanda ba shi da sha'awar kasuwanci fiye da Marriott, bai ga kyawawan halaye na kamfanoni ba, a cewar shugabannin da ke magana a wannan watan tare da masu saka hannun jari. "[Buƙatun kamfanoni] ya yi ƙasa sosai," in ji CFO David White. "Tabbas ya kasance mai rauni fiye da gefen tafiye-tafiye na nishaɗi." White ya kuma lura cewa "manyan asusu na kamfanoni suna da kyau a yanzu fiye da ƙananan asusun balaguro na kamfanoni."
