立即打开
APP下载
财富Plus APP
爱彼迎订单大涨,看来城里人都憋坏了

爱彼迎订单大涨,看来城里人都憋坏了

Olivia Carville, 彭博社 2020年06月11日
近期度假的人多得让人惊讶,也让这个三月以来近乎停滞的行业初见生机。

大批焦躁不安的城市人正在逃离疫情时期的避难所,拧开发动机,涌向附近的度假公寓,人数之多让人惊讶,也让这个自今年3月以来近乎停滞的行业初见生机。

“人们已经被困在家里好几个月了,每个人都想走出房门,这一点显而易见。”爱彼迎(Airbnb Inc.)的首席执行官布莱恩·切斯基在一次采访中表示。“但他们不一定想坐飞机,也还没有做好准备出国。”

自5月17日至6月3日期间,总部位于旧金山的共享住宿公司爱彼迎在美国的预订量高于2019年同期,其他国家的国内旅游也出现了类似增长。该公司在其他国家的国内预定需求也在增加,其中包括德国、葡萄牙、韩国、新西兰等。艾派迪(Expedia Group Inc.)旗下的Vrbo和缤客(Booking Holdings Inc.)等业界其他公司的国内度假短租住宿预定量也出现了大幅增长。

根据Cowen & Co.公司的分析师凯文·科普曼于6月8日发布的报告,在美国,Vrbo的搜索量比去年同期有所上升,爱彼迎的搜索量仅下降了10%左右。然而,酒店业及艾派迪整体品牌并没有因为夏天的到来得到喘息,搜索量仍然下降了超60%。

切斯基说,以前要提前几个月计划的国际旅行现在被提前一天就能预订的说走就走的自驾游取代,原本两天的周末游变成了好几个星期。以前,纽约人可能会在6月去巴黎待上一个礼拜。现在他们准备去卡茨基尔住上一个月。他说:“在家办公正逐渐变成在任何一个人的家里办公。”

不过,有反弹就意味着低起点。新冠肺炎疫情导致旅游业遭受重创。线上旅行社经历了前所未有的大规模订单取消,经历了航空客运量暴跌95%,苦苦支撑。爱彼迎和猫途鹰(Tripadvisor Inc.)裁员四分之一,切斯基在上个月表示,爱彼迎今年的营收预计将是2019年的一半。缤客则不得不申请政府援助。缤客于上周发布的年度股东报告中,首席执行官格伦·福格尔表示,新冠肺炎疫情对全球旅游业的影响将超过“9·11”恐怖袭击、非典和2008年金融危机的总和。

但被压抑了好几个月的需求释放带来了夏季订房数量的激增。据切斯基介绍,爱彼迎现在挂牌的房屋数量比疫情前还要多。该公司表示,爱彼迎上美国热门目的地几乎清一色都是度假短租住宿的传统市场,比如南加州的大熊湖(Big Bear Lake)、田纳西-北卡罗来纳边境沿线的斯莫基山(Smoky Mountains),以及得克萨斯州的阿兰萨斯港(Port Aransas)。

爱彼迎出人意料的恢复速度让它的2020年上市计划仍然可能实现。切斯基原计划提交的上市时间是3月31日,但因为疫情引发的市场动荡而受阻,人们因此猜测其上市或将搁置至明年。不过,切斯基说今年上市仍然是其中一种选择。他说:“我们不排除今年上市的可能性,但也不保证。”在最近一轮私募融资中,爱彼迎的估值是310亿美元,不过最近为支撑公司财务发行的债券大大降低了这个数字。

自疫情爆发以来,爱彼迎上200英里以内目的地(322公里——加一箱油可以开个来回)的预订量占比从2月的三分之一上升到5月的一半以上。切斯基说,后疫情时代的旅行正在转变,“从飞机变成汽车,从大城市变成小地方,从酒店变成家庭住宅”。

随着佛罗里达和缅因等热门旅游州重新开放,Vrbo也看到了类似的趋势。Vrbo总裁杰夫·赫斯特表示,旅游目的地一旦重新开放,预定数量“立刻大涨”。Vrbo的营收占艾派迪总营收的20%。赫斯特说:“在任何一座大城市周围画一个半径250公里的圆圈,对于圆圈里任何一个有水、有山或国家公园的地方,它周围的住宿都正在被预订一空。”

农村地区的酒店没那么普遍。赫斯特说,而且即使酒店很多,游客也更喜欢待在度假屋里,这样他们能够在自己的厨房里做饭,可以控制进进出出的人,避开大堂等人流密集的公共区域。为了拯救夏季业绩,爱彼迎和Vrbo都推出了一些增强顾客信心的措施,比如灵活的预定取消政策和新的卫生标准。

摩根士丹利(Morgan Stanley)的分析师布莱恩·诺瓦克于上周在一份报告中写道:“我们看到,替代式住宿行业的复苏速度快于酒店业。”万豪国际集团(()、凯悦酒店集团(Hyatt Hotels Corp.)和希尔顿全球(Hilton Worldwide Holdings Inc.)等酒店集团今年的股价已经下跌超过20%,相比之下,艾派迪和缤客的跌幅为14%。

太阳信托(Suntrust Robinson Humphrey Inc.)的分析师内福德·可汗表示,人们渴望前往海滨小镇或山村这种开阔的地方,从而引发了度假短租住宿行业的反弹。“随着人们逐渐敢出门,敢在其他地方住上几晚,又大多选择民宿或别墅,因此我们可以看到这种反弹在一点点展开。”

缤客的首席营销官阿尔然·戴克说,在谷歌上,度假短租的搜索量与去年持平,而酒店的搜索量则出现下降。他称,消费者的喜好和一年前已经完全不同。明显有更多的用户使用了该公司的“愿望列表”功能,列表里他们对国内住宿的兴趣超过了国外住宿。他说,事实上,该公司国内旅游业务的比重已经从去年同期的45%上升到70%以上。

航空出行的客户需求在几近崩溃后也显示出了一些复苏的苗头。根据美国运输安全管理局(Transportation Security Administration)的数据,6月4日,美国旅客人数攀升至391,882人,为3月22日以来的最高水平。但过去七天的日均旅客人数仍比去年同期减少了87%。美国航空集团(American Airlines Group Inc.)在上周四表示,7月的航班数量将比本月增加74%,但不过是去年同期的40%左右,不过相比之下,6月运力是去年同期的30%。

切斯基说:“还要再等一段时间,人们才能重新开始出国旅行、乘机旅行或商务旅行。”他在考虑公司上市的事情时,想的最大的问题是,近期预订量飙升的现象能否成为一种可持续的趋势。他说:“长期来看,问题是一年或五年之后会是什么样子,这真是谁都说不准。”在市场稳定之前,切斯基都不会欢欣鼓舞。“我有一个原则,即使在最黑暗的时刻,也不能让自己情绪过于低落,因为那只是一时的。”他说,“既然不会太低落,就也不会太兴奋。”(财富中文网)

译者:Agatha

大批焦躁不安的城市人正在逃离疫情时期的避难所,拧开发动机,涌向附近的度假公寓,人数之多让人惊讶,也让这个自今年3月以来近乎停滞的行业初见生机。

“人们已经被困在家里好几个月了,每个人都想走出房门,这一点显而易见。”爱彼迎(Airbnb Inc.)的首席执行官布莱恩·切斯基在一次采访中表示。“但他们不一定想坐飞机,也还没有做好准备出国。”

自5月17日至6月3日期间,总部位于旧金山的共享住宿公司爱彼迎在美国的预订量高于2019年同期,其他国家的国内旅游也出现了类似增长。该公司在其他国家的国内预定需求也在增加,其中包括德国、葡萄牙、韩国、新西兰等。艾派迪(Expedia Group Inc.)旗下的Vrbo和缤客(Booking Holdings Inc.)等业界其他公司的国内度假短租住宿预定量也出现了大幅增长。

根据Cowen & Co.公司的分析师凯文·科普曼于6月8日发布的报告,在美国,Vrbo的搜索量比去年同期有所上升,爱彼迎的搜索量仅下降了10%左右。然而,酒店业及艾派迪整体品牌并没有因为夏天的到来得到喘息,搜索量仍然下降了超60%。

切斯基说,以前要提前几个月计划的国际旅行现在被提前一天就能预订的说走就走的自驾游取代,原本两天的周末游变成了好几个星期。以前,纽约人可能会在6月去巴黎待上一个礼拜。现在他们准备去卡茨基尔住上一个月。他说:“在家办公正逐渐变成在任何一个人的家里办公。”

不过,有反弹就意味着低起点。新冠肺炎疫情导致旅游业遭受重创。线上旅行社经历了前所未有的大规模订单取消,经历了航空客运量暴跌95%,苦苦支撑。爱彼迎和猫途鹰(Tripadvisor Inc.)裁员四分之一,切斯基在上个月表示,爱彼迎今年的营收预计将是2019年的一半。缤客则不得不申请政府援助。缤客于上周发布的年度股东报告中,首席执行官格伦·福格尔表示,新冠肺炎疫情对全球旅游业的影响将超过“9·11”恐怖袭击、非典和2008年金融危机的总和。

但被压抑了好几个月的需求释放带来了夏季订房数量的激增。据切斯基介绍,爱彼迎现在挂牌的房屋数量比疫情前还要多。该公司表示,爱彼迎上美国热门目的地几乎清一色都是度假短租住宿的传统市场,比如南加州的大熊湖(Big Bear Lake)、田纳西-北卡罗来纳边境沿线的斯莫基山(Smoky Mountains),以及得克萨斯州的阿兰萨斯港(Port Aransas)。

爱彼迎出人意料的恢复速度让它的2020年上市计划仍然可能实现。切斯基原计划提交的上市时间是3月31日,但因为疫情引发的市场动荡而受阻,人们因此猜测其上市或将搁置至明年。不过,切斯基说今年上市仍然是其中一种选择。他说:“我们不排除今年上市的可能性,但也不保证。”在最近一轮私募融资中,爱彼迎的估值是310亿美元,不过最近为支撑公司财务发行的债券大大降低了这个数字。

自疫情爆发以来,爱彼迎上200英里以内目的地(322公里——加一箱油可以开个来回)的预订量占比从2月的三分之一上升到5月的一半以上。切斯基说,后疫情时代的旅行正在转变,“从飞机变成汽车,从大城市变成小地方,从酒店变成家庭住宅”。

随着佛罗里达和缅因等热门旅游州重新开放,Vrbo也看到了类似的趋势。Vrbo总裁杰夫·赫斯特表示,旅游目的地一旦重新开放,预定数量“立刻大涨”。Vrbo的营收占艾派迪总营收的20%。赫斯特说:“在任何一座大城市周围画一个半径250公里的圆圈,对于圆圈里任何一个有水、有山或国家公园的地方,它周围的住宿都正在被预订一空。”

农村地区的酒店没那么普遍。赫斯特说,而且即使酒店很多,游客也更喜欢待在度假屋里,这样他们能够在自己的厨房里做饭,可以控制进进出出的人,避开大堂等人流密集的公共区域。为了拯救夏季业绩,爱彼迎和Vrbo都推出了一些增强顾客信心的措施,比如灵活的预定取消政策和新的卫生标准。

摩根士丹利(Morgan Stanley)的分析师布莱恩·诺瓦克于上周在一份报告中写道:“我们看到,替代式住宿行业的复苏速度快于酒店业。”万豪国际集团(()、凯悦酒店集团(Hyatt Hotels Corp.)和希尔顿全球(Hilton Worldwide Holdings Inc.)等酒店集团今年的股价已经下跌超过20%,相比之下,艾派迪和缤客的跌幅为14%。

太阳信托(Suntrust Robinson Humphrey Inc.)的分析师内福德·可汗表示,人们渴望前往海滨小镇或山村这种开阔的地方,从而引发了度假短租住宿行业的反弹。“随着人们逐渐敢出门,敢在其他地方住上几晚,又大多选择民宿或别墅,因此我们可以看到这种反弹在一点点展开。”

缤客的首席营销官阿尔然·戴克说,在谷歌上,度假短租的搜索量与去年持平,而酒店的搜索量则出现下降。他称,消费者的喜好和一年前已经完全不同。明显有更多的用户使用了该公司的“愿望列表”功能,列表里他们对国内住宿的兴趣超过了国外住宿。他说,事实上,该公司国内旅游业务的比重已经从去年同期的45%上升到70%以上。

航空出行的客户需求在几近崩溃后也显示出了一些复苏的苗头。根据美国运输安全管理局(Transportation Security Administration)的数据,6月4日,美国旅客人数攀升至391,882人,为3月22日以来的最高水平。但过去七天的日均旅客人数仍比去年同期减少了87%。美国航空集团(American Airlines Group Inc.)在上周四表示,7月的航班数量将比本月增加74%,但不过是去年同期的40%左右,不过相比之下,6月运力是去年同期的30%。

切斯基说:“还要再等一段时间,人们才能重新开始出国旅行、乘机旅行或商务旅行。”他在考虑公司上市的事情时,想的最大的问题是,近期预订量飙升的现象能否成为一种可持续的趋势。他说:“长期来看,问题是一年或五年之后会是什么样子,这真是谁都说不准。”在市场稳定之前,切斯基都不会欢欣鼓舞。“我有一个原则,即使在最黑暗的时刻,也不能让自己情绪过于低落,因为那只是一时的。”他说,“既然不会太低落,就也不会太兴奋。”(财富中文网)

译者:Agatha

Antsy city dwellers seeking to escape their COVID-19 refuges are road-tripping to nearby vacation rentals in surprisingly strong numbers, showing the first signs of life for an industry that essentially ground to a halt in March.

“People, after having been stuck in their homes for a few months, do want to get out of their houses; that’s really, really clear,” Airbnb Inc. Chief Executive Officer Brian Chesky said in an interview. “But they don’t necessarily want to get on an airplane and are not yet comfortable leaving their countries.”

Airbnb saw more nights booked for U.S. listings between May 17 and June 3 than the same period in 2019, and a similar boost in domestic travel globally. The San Francisco-based home-share company is seeing an increase in demand for domestic bookings in countries from Germany to Portugal, South Korea, New Zealand and more. Other companies, including Expedia Group Inc.’s Vrbo and Booking Holdings Inc. are also seeing a jump in domestic vacation-rental reservations.

U.S. searches for Vrbo are now up compared to this time last year, according to a note by Cowen & Co. analyst Kevin Kopelman on June 8, and Airbnb queries are down only around 10%. However, hotels and the wider Expedia brand have yet to get any summer relief with searches still down more than 60%.

International sojourns usually planned months in advance are being replaced with impulsive road trips booked a day before and weekend getaways are turning into weeks-long respites, Chesky said. Previously, a New Yorker might have headed to Paris for a week in June. Now they are going to the Catskills for a month. “Work from home is becoming working from any home,” he said.

Still, any rebound is coming from a very low base. The travel sector was gutted by the COVID-19 pandemic. Online travel agencies struggled to withstand unprecedented cancellations and air travel passenger traffic that fell 95%. Airbnb and Tripadvisor Inc. cut a quarter of their workforces and Chesky said last month that he expects revenue this year to be half of 2019’s level. Booking was forced to apply for government aid. In an annual shareholder report last week, Booking CEO Glenn Fogel said the pandemic would impact global travel more than the 9/11 terrorist attacks, the SARS epidemic and the 2008 financial crisis combined.

But months of pent-up demand is leading to a rush of summer reservations. Airbnb has more listings today than it did before the crisis, according to Chesky. The top destinations in the U.S. on Airbnb are almost exclusively traditional vacation rental markets such as Big Bear Lake in southern California, the Smoky Mountains, along the Tennessee-North Carolina border, and Port Aransas in Texas, according to the company.

The unexpected speed of the comeback has kept Airbnb’s plans for a 2020 public market debut afloat. Chesky had originally planned to file paperwork for an offering March 31, but was waylaid by the pandemic-related market turmoil that led to speculation the listing would be shelved until next year. However, Chesky says it’s still an option. “We’re not ruling out going public this year and we’re not committing to it,” he said. Airbnb was valued at $31 billion in its most recent private fund-raising round, though recent debt issuance to shore up its finances have significantly reduced that valuation.

Since the pandemic began, the percentage of bookings on Airbnb within 200 miles (322 kilometers—a round trip travelers can typically complete on one tank of gas—has grown from a third in February to more than 50% in May. Travel in a post-COVID world is shifting “from airplane to car, big city to small location, hotel to home,” Chesky said.

Vrbo is seeing similar trends as popular tourist states like Florida and Maine reopen. There’s an “immediate pop” as soon as a destination opens, said Jeff Hurst, president of Vrbo, which accounts for about 20% of Expedia’s total revenue. “If you draw a 250- mile circle around any major metro—every place where you see water in there or mountains or national parks, the homes around it are what’s starting to get booked up,” Hurst said.

Hotels aren’t as prevalent in more rural locations. And even where they are, travelers are preferring to stay in vacation homes so they can cook in their own kitchens, control who comes and goes and avoid crowded common areas like lobbies, Hurst said. To help salvage the summer season, Airbnb and Vrbo have enforced confidence-boosting policies that include flexible cancellations and new standards for cleaning.

“We have seen a faster recovery within alternative accommodations than in hotels,” Morgan Stanley analyst Brain Nowak wrote in a note last week. Shares in hotel companies such as Marriott International Inc., Hyatt Hotels Corp. and Hilton Worldwide Holdings Inc. have dropped by more than 20% this year, compared with Expedia and Booking, which have fallen as much as 14%.

People are eager for open spaces like beach towns or mountain villages, which is sparking the vacation rental rebound, said Naved Khan, an analyst at Suntrust Robinson Humphrey Inc. “Little by little we are seeing it unfold before us as people are feeling bold enough to venture out and stay at another place for a couple of nights and most of the time these places are homes and villas.”

Searches for vacation rentals on Google are about at the same level as last year, while hotel searches are down, said Booking Holdings Chief Marketing Officer Arjan Dijk. Consumer appetite has completely changed from a year ago, he said. Significantly more users are signing on to the company’s wish list function and indicating interest in domestic homes over international ones. In fact, the company has seen its business shift to more than 70% domestic travel from 45% the same period last year, he said.

Demand for air travel is also showing some early signs of life after all but collapsing. Daily passenger numbers in the U.S. climbed to 391,882 on June 4, the highest since March 22, according to the Transportation Security Administration. But the average daily total over the past seven days was still 87% less than during the same period a year ago. American Airlines Group Inc. said it would boost July flights 74% compared with this month, though the number of flights in July will be about 40% of capacity a year earlier, compared with 30% in June, the airline said Thursday.

“It’s going to be awhile before people start crossing borders, getting into planes or traveling for business,” Chesky said. The big question on his mind now, as he weighs taking his startup public, is whether the spike in recent bookings turns into a sustainable trend. “The long-term question is what does it look like in a year or five years and that’s really anyone’s guess,” he said. Chesky won’t be celebrating until the market stabilizes. “I had a rule that even in our darkest of hours I wouldn’t get too low because that’s just a moment in time,” he said. “And if I can’t get too low, then I can’t get too up.”

最新:
  • 热读文章
  • 热门视频
活动
扫码打开财富Plus App
狠狠色综合图片区_欧美色欧美亚洲日韩在线影院_日本亚洲国产在线视频