Why Travel Can’t Hide From Activist Investors Anymore
Summary
Activist investors are increasingly targeting the travel industry, creating potential shifts in business models. This trend, fueled by the post-COVID period and pent-up demand, is evident in actions against major companies like Southwest Airlines, Norwegian Cruise Line, and Tripadvisor. Hosts should monitor these broader market influences and how they may affect the travel and short-term rental landscape.
Key Insights
- •Activist shareholder campaigns in travel are increasing, exemplified by actions against Southwest Airlines, Norwegian Cruise Line, and Tripadvisor.
- •The post-COVID period created textbook setups for activist investors due to pent-up demand.
Action Items
- ✓Hosts should monitor broader market trends and shifts in the travel industry to understand potential impacts on the STR market.Effort: lowImpact: medium
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