Access exclusive travel research, data insights, and surveys
Airlines
Southwest is adopting a shareholder rights plan — known as a “poison pill” — to fend off Elliott from attaining a controlling stake in the company.
Meghna Maharishi | 3 weeks ago
Airline Weekly
In part one, Gordon Smith and Jay Shabat discuss why Southwest has cut its revenue outlook so drastically for the current quarter. In part two, we take stock for our Airline Weekly mid-year review, and ask what the coming six months could hold.
3 weeks ago
Elliott Investment Management, which has a $2 billion activist stake in Southwest, was highly critical of the airline’s revenue forecast cut for the second quarter.
Southwest's cut in revenue guidance for the current quarter comes just three weeks after a vocal activist investor called for big changes at the airline.
Gordon Smith | 4 weeks ago
Podcasts
Today's podcast looks at Southwest's reactions to activist funds, the proof in the pudding for hotel wellness, and California's new cruise fee mandates.
Rashaad Jorden | 1 month ago
Southwest said it is confident in its strategy and leadership team as Elliott is pushing for the airline to replace its CEO and chairman.
Meghna Maharishi | 1 month ago
Online Travel
If a soft economy is causing luxury travelers to limit their discretionary spending, that's sour news for Chase Travel in the short term. But over the long term, Chase Travel and some of its banking peers are trending upwards in travel.
Dennis Schaal | 2 months ago
Southwest has been long known for not listing its fares on Google Flights or with online travel agencies.
Meghna Maharishi | 2 months ago
Online travel agencies and credit card companies — other than Chase — have Southwest-envy. Not having Southwest flights is a major hole in their travel offerings.
Startups
There's a lot of money pouring into next-generation flight technology with promises of huge revenues in the future.
Justin Dawes | 5 months ago