M&A, Strategy & Trends
Travel Industry Insights
Explore expert analysis and industry-shaping perspectives from the team at Travel Again Advisory.
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Inside BCD Travel: CEO Stephan Baars on AI, Service & the Future of Managed Travel
BCD Travel CEO Stephan Baars joins the Travel Again Podcast on AI, NDC, and why human service still wins at managed travel's biggest inflection point yet.
Listen ›If Wall Street Is Finally Valuing Travel Technology Differently… Who’s Next?
Navan is back above its IPO price and AmEx GBT is going private at a tech valuation. Why investors are starting to value travel companies as technology.
Read more ›The Return of the Travel Conglomerate
An analysis of travel industry consolidation, examining the forces driving the return of travel conglomerates and what it means for growth and competition.
Read more ›In an AI World, Trust Is the Only Moat
AI is shifting travel from search-driven choices to delegated decisions, making customer trust the industry’s new moat.
Read more ›Airline Industry Outlook: Stable or Shifting?
Mike McCormick, Ed Silver, and Brett Snyder discuss airline stability, premium demand, Southwest’s changes, and the biggest risks shaping travel.
Listen ›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.
Read more ›Is Business Travel Entering a New Era?
MXGBT CEO Paul Abbott discusses AI, NDC, modern retailing, supplier dynamics, and the future of managed business travel on Travel Again. Listen now.
Listen ›Can AI Reinvent Business Travel?
Fahed Joffrey joins Travel Again to discuss MyReva’s AI-driven marketplace, NDC, dynamic pricing, and the future of business travel. Listen now.
Listen ›Is Travel Media Entering a New Era?
Season 4 kicks off with Tom Kemp on JTB’s Northstar acquisition, AI’s impact on media, IPO headwinds, and the future of travel events. Listen now.
Listen ›Is Loyalty Ready for an AI Reset?
Travel Again Spotlight explores the future of loyalty, agentic commerce, and AI-driven rewards with Focusrite award winner Robert Wesley. Listen now.
Listen ›Can American Regain Its Momentum?
Season 3 Episode 7 explores global travel uncertainty, AI disruption, and American Airlines’ strategy with SVP of Sales Lucas Martin. Listen now.
Listen ›Is Airline Retailing Finally Taking Off?
Season 3 Episode 6 explores airline alliances, FAA disruption, economic uncertainty, and a deep dive into airline retailing with Henry Harteveldt. Listen now.
Listen ›Is Travel Slowing Down?
Season 3 Episode 5 explores recession signals, cruise strength, airline fee hikes, and a deep dive with Delta’s CMO on loyalty, brand, and marketing strategy.
Listen ›Are Banks Disrupting Travel Loyalty?
Season 3 Episode 4 covers airline demand warnings, AI travel tools, and a deep dive with Chase Travel CEO on loyalty, personalization, and bank travel platforms.
Listen ›Will AI Agents Transform Travel in 2025?
Spotlight on Focusrite’s 2025 Travel Innovation report: AI agents, digital identity, distribution shifts, and what it means for OTAs and travel brands. Listen now.
Listen ›Are OTAs, M&A, and AI Reshaping Travel?
Season 3 Episode 3 covers OTA marketing spend, Southwest on Expedia, travel tech M&A, Focusrite partnership, and AI’s impact on meetings tech. Listen now.
Listen ›Is Air Travel Getting Less Safe in 2026?
Season 3, Episode 2 covers recent aviation incidents, Hyatt’s $2.6B Playa deal, the revived Amex GBT–CWT review, plus AI disruption with Terry Jones.
Listen ›What’s Next for Meetings and Events in 2026?
Season 3 kickoff covers aviation safety headlines, AI “Operator” shifts in travel, Apple Invites, and Travel Again’s new Meetings & Events practice led by Linda McNary.
Listen ›What’s Driving Travel Industry Change Right Now?
Key themes shaping travel now: post election policy risk, cost pressure, consolidation, premium demand, and leaders’ playbooks on “perfect trip,” customer focus, and B2B transformation.
Listen ›What Does the Election Mean for Travel?
Episode 7, Season 2: Post election outlook for travel policy, loyalty points risk, and a deep dive with Sabre CEO Kurt Ekert on NDC, AI, and Mosaic.
Listen ›What’s Driving Travel Now?
Episode 6, Season 2: Asheville recovery update, Boeing strike ends, AI investment surge, Vegas demand, and Delta sales leader Steve Sear on distribution.
Listen ›Will You Lose Your Loyalty Points?
Live from Money 2020 with Brian Kelly (The Points Guy) on why travelers must act now to protect credit card rewards and loyalty points from new legislation.
Listen ›Is Travel Entering a New Expansion Era?
Episode 5 covers Uber-Expedia buzz, Boeing’s strike, Southwest’s board truce, Frontier leaving Sabre, and United’s major international expansion for 2025.
Listen ›Can Airlines Stay Stable Amid Storms and Shakeups?
Episode 4: Spirit’s bankruptcy talks, American’s sales rebuild, Carnival’s record run, United FAA oversight lifted, plus Hurricane Milton and port strike pause.
Listen ›Can Travel Rebuild After Disaster and Disruption?
Episode 3 covers Asheville hurricane impacts, Southwest’s investor-day shifts, Destination AI takeaways, Peter Greenberg on loyalty, plus strikes and VC news.
Listen ›Are Airline Shakeups Changing Travel in 2026?
Hotel strikes, Canada’s complaint-fee proposal, AA’s credit card talks, and airline shakeups, plus GPS spoofing risks. Watch or listen now.
Listen ›What’s Driving the Next Phase of Business Travel?
Season 2 explores Boeing’s strike, Southwest’s leadership shift, DOT’s loyalty probe, Apple Intelligence, and HRS insights shaping business travel’s next phase.
Listen ›Airport Technology and NDC Integration
Travel Again Snapshot from the CAPA Airline Leader Summit in Trinidad with ESP Global Services on airport technology integration, contactless systems, and NDC implementation.
Listen ›Airline Modern Retailing and NDC
Travel Again Snapshot from the CAPA Airline Leader Summit in Trinidad on airline modern retailing, NDC adoption, IT strategy, and the Caribbean travel ecosystem.
Listen ›Caribbean Airline Retailing and NDC
Travel Again Snapshot from the CAPA Airline Leader Summit in Trinidad on Caribbean airline retailing, NDC adoption, GDS integration, and AI in distribution.
Listen ›How to Adopt Generative AI in Travel?
Travel Again Spotlight features George Rukas (Guyan) on generative AI strategy, deployment priorities, and AI agents reshaping travel. Listen now.
Listen ›Travel Roundup Episode 9: SMB Travel, Fees, Delta
Travel Again Episode 9: SMB travel competition heats up, junk fee rules change pricing displays, Delta guides for summer demand, plus Navan CEO Rich Liu on AI and travel.
Listen ›What’s Shifting in Travel?
Travel Roundup Episode 8 covers TravelPerk buying AmTrav, Apple Pay Later ending, FAA charter rules, Crystal Bont on Direct Travel, and Boeing.
Listen ›Southwest Airlines Elliott Stake Impact
Episode 7 explores Elliott’s $2B Southwest Airlines stake, Apple intelligence in travel, Chase Travel growth, AI strategy, and airline labor strike risks. Listen now.
Listen ›American Airlines NDC Course Correction
Episode 6 analyzes American Airlines NDC strategy, the course correction, leadership changes, ASTA’s response, and what comes next for agencies and corporate travel.
Listen ›Southwest Airlines NDC Strategy Explained
Explore Southwest Airlines NDC strategy, API modernization, channel of choice approach, dynamic pricing plans, and culture insights. Read the full transcript.
Listen ›What Do Airline Fee Disclosure Rules Mean?
Explore airline fee disclosure rules, AI in travel, buy now pay later trends, loyalty scrutiny, and summer demand. Read the full Travel Again transcript.
Listen ›What Do Airline Industry Earnings Reveal?
Explore airline industry earnings, American’s NDC strategy, Navan IPO plans, DOT refunds, and travel tech shifts. Read the full Travel Again transcript.
Listen ›Travel Industry News: What’s Driving Change?
Get travel industry news on the GBT-CWT deal, Boeing shakeup, swipe fees, and American NDC fallout, plus headwinds and tailwinds. Read the transcript with insights.
Listen ›What Are Travel Industry Headwinds and Tailwinds?
Explore travel industry headwinds and tailwinds, airline strategy, global risk, and AI shifts shaping the business of travel. Read the full transcript.
Listen ›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.
Read more ›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.
Read more ›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.
Read more ›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.
Read more ›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.
Read more ›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.
Read more ›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.
Read more ›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.
Read more ›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.
Read more ›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.
Read more ›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.
Read more ›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.
Read more ›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.
Read more ›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.
Read more ›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.
Read more ›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.
Read more ›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.
Read more ›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.
Read more ›What Travel Again Advisory Does Differently
Most brokers focus on the transaction. We focus on the fit. We act as partners who take the time to understand your business and the industry dynamics.
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