TRAVEL INDUSTRY INSIGHTS — M&A, STRATEGY & TRENDS
Insights
Explore expert analysis and industry-shaping perspectives from the team at Travel Again Advisory. Our Insights capture the trends, strategies, and ideas that matter most to founders, investors, and operators navigating change.
The Return of the Travel Conglomerate
For the better part of two decades, travel executives talked about "unbundling." Today, we're watching the exact opposite happen. Travel is “re-bundling” around experiences. This week brought two developments that, while seemingly unrelated, point to the same...
In an AI World, Trust Is the Only Moat
For decades, the travel industry has competed on a familiar set of battlegrounds: inventory, price, distribution, loyalty. Each wave of innovation reshaped the hierarchy, but the underlying model stayed the same: give travelers more choice, surface better options,...
If You’re Hosted, You’re Exposed
Behind GDS incentives and hosting contracts lies deeper exposure. Why airlines, TMCs, and travel tech firms should stress-test their dependence on distribution infrastructure.
The Great Sorting of 2026
Travel industry consolidation is accelerating in 2026 as AI, scale, and capital reshape the market. See who will innovate, buy, sell, or survive.
How Airlines Are Rethinking Corporate Sales After Years of Strained Relationships
Airlines are rebuilding corporate sales teams to repair relationships with agencies and buyers. Here’s why sales strategy is shifting again.
How Pressure In Aviation Regulation Can Transform the Industry
Aviation regulation is expanding beyond compliance. Here’s how regulatory pressure is influencing airline strategy and industry risk.
Why Experiences Are Becoming the Next Battleground in the Travel Industry
Travel competition is shifting toward experiences. Here’s why engagement and personalization are redefining how travel brands compete.
Travel Media Is Consolidating Fast and Reshaping Industry Influence
Travel media consolidation is accelerating. Here’s how fewer platforms are shaping narratives, influence, and decision-making across the industry.
Why the Future of Travel Distribution Looks More Like Amazon Than a TMC
Travel distribution is shifting toward marketplace models. Here’s why platforms, not traditional TMCs, are shaping the future.
How AI Is Quietly Rebuilding the Foundations of Business Travel
AI is transforming business travel behind the scenes. From booking to expense and service, here’s how the foundation is being rebuilt.
Why Modern Airline Retailing Is Still Stuck Between Promise and Reality
Modern airline retailing promises personalization and flexibility, but adoption remains slow. Here’s why the reality still lags the vision.
Experiences: The Latest Travel Industry Land Grab
Experiences are becoming travel’s next major growth engine. Explore how platforms, OTAs, and brands are racing to own in-destination activities.
Shutdown Turbulence: When Politics Ground the Planes
A prolonged U.S. government shutdown is straining air travel operations. Learn how FAA staffing shortages threaten flights, holidays, and traveler confidence.
Beyond the Buzz: The Real Strategic Impact of AI on Travel
AI is transforming travel beyond the hype. Discover how automation, personalization, and agent-driven commerce are reshaping travel strategy and operations.
Why Navan’s IPO Matters More to Its Rivals Than to Navan
Navan’s IPO could reset valuations across corporate travel and expense tech. Learn why its public debut may matter more to rivals than Navan itself.
The Dominos Are Falling. Are You Ready For The Impact?
Travel and hospitality M&A is gaining momentum as consolidation reshapes the industry. Learn what’s driving the domino effect and how to prepare for impact.
Cloudy with a Chance of Increase: What Will Drive and Dampen Business Travel in 2026
Business travel in 2026 faces growth and headwinds. Explore cost pressures, demand trends, and strategic shifts shaping the outlook, and how leaders should prepare.
The Time Is Now: Why Travel Agency and TMC Valuations Are Peaking
Travel agency and TMC valuations may be at their peak as consolidation, AI investment, and GDS pressure reshape the market. Learn why timing matters now.
Navan’s IPO Is More Than a Milestone (It’s a Complete Market Reset)
Navan’s IPO signals a major reset in corporate travel, valuations, and M&A activity. Discover what this shift means for travel tech and managed travel leaders.
Why Sabre Must Survive
Learn why Sabre plays a critical role in global travel distribution, competition, and pricing transparency, and what its potential decline could mean for the industry.
The End of America’s Low-Cost Airlines
Explore how airline consolidation, rising fees, and shifting business models are reshaping low-cost air travel. Learn what it means for flyers today.