2022年酒店市场洞察报告（11月版）

aMaDEus HospitalityMarketInsightsReport November RENEW TRAVELWITHUS HospitalityMarketInSONFIDENTIAN&,BESTRETED ExecutiveSummary Worldwide,SouthPacificisleadingoccupancyintoNovemberandisalignedwith2019levels.Only theMiddleEastandNorthAmericaarepacingahead.Bookingwindows,exceptforChina,continueexpandingtolongcrleadtimes.ThereisastrongshareofGroupbusinessforNovemberwith almostthesamenumberofconfirmedgroupsasin2019.Brandcontinuesgrowingyearonyearwithalargersharethansametimein2019. TheUSisonpacewith2019andCanadlaisaheadof2019paceforNovember,withGroupbusinesscontributingmoretotheoverallmarketsegmentmix.FortypercentofUSroomnights committedareGroup,exceeding2019contributionsofthirty-sixpercent.Canada'sGroupcontributionisfiftypercentversusforty-fiveinZ019. Chinaoccupancydropsforthesecondmonthinarow,yetwithBlocks,GroupsSoldandDirectbookingshareslargerthanpre-pandemic. ThroughouttherestofAsia,TokyofollowedbySingaporeisleadingoccupancyinNovember, whilstNegotiatedandGDSarealmostatthesameshare. Furopeoccupancyhasbeenalignedwith2019'slevelssinceMayandwillrermainaligneduntiltheendoftheyearwithstrongRetailandBrand.GDSarepickingupatalmostthesameshareasNovember2019 OctoberintheMiddleEastwastheregion'ssecondbusiestmonththisyear,withlevelsexceecling2019occupancysinceMayandthroughouttherestoftheyear,CapeTownleadsoccupancylevelsinNovember,followedbyAbuDhabi latinAmericaremainsatalmost60%occupancy,whichhasbeenslightlyaheadof2019sinceApril BrandisgainingsharesfromDirectandOTAs,whichnowmakesupoveraquarterofallbusinessalargersharethansarmetirmein2019 @2c22Amadeus.DonotpublishorredistributcpnorwnttcnconscntofAmadeus.Allds 31 HospitalityMarketInSONFIDENTIAN&,BESTRETED Content 41 UnitedStates 7 Canada 15 GreaterChina 23 AsiaPacific 29 Europe 36 MiddleEast&Africa 43 LatinAmerica 50 Worldwide @2c22Amadeus.Donotpublish HospitalityMarketInSONFIDENTIAN&,BESTRETED OccupancybyRegionIWorldwide On-the-bookshoteloccupancybyregionforNovember2022vssametimein2019. ■20222019 51% %6 31%33% 36%38% 10% AsiaEuropeGreaterChinaLatinAmericaMiddleEast/AfricaSouthPacificNorthAmerica Sourc2:AmadcusDemand360*dlataasofCctobcr20,2022@2c22Amadeus.DonotpublishorredistributewithoutthepnorwnttenconsentofAmadeus.Alldstaisforinfarmationalpurposesonly. Year-on-YearSegmentationIWorldwide On-the-booksglobalmarketsegmentationmixforNovember2022vssametimeNovember2021and2019. 202220212019 Qualified7%Other2% Wholesale 3.% Other3%Other3% Wholesale 4% Wholesale Group 4% Sold19% Qualified 7% Group 5old17% Qualified 8% Group Sold20% Negotiate 12% Unsold Unsold NegotiatedBlock 10%18% Unsold Negotiated Elock20%15%Block17% CiscountDiscount 19%Retail21% 17% Retail 20%Discount 17% Retail 16% Sourc2:AmadcusDemand360*dlataasofCctobcr20,2022 HospitalityMarketInCONFIDENTIAN&RESTRKTED Year-on-YearChannelMixIWorldwide On-the-booksdistributionchannelmixforNovember2022vssametimeNovember2021and2019 202220212019 OTAOTAOTA 15%16%15% Brand GDS 9% Brand 31% GDS %9 Brand 30%GDS 12% 28% Direct CRS Direct CRS 6% Direct CRS 7% 39%42% 39% Sourc2:AmadeusDemand36o*dataasofCctcber20,2022 UnitedStates HospitalityMarketInSONFIDENTIAN&,BESTRETED Airline&HotelNetReservationsUnitedStates Belowrepresentsthenumberofnetreservationsbookedduringeachweekforanyfuturetravelperiod. AirlineNetReservationsHotelNetReservations 000000 Source:AmadeusDemand360*andGDSAirlinBookingData(MIDT)dataas ofOdtober20,2022@2C22Amadeus.DotofAmadeus.alld 6 HospitalityMarketInSONFIDENTIAN&BESTRETED MonthlyOccupancy&Year-on-YearVarianceUnitedStates On-the-booksoccupancybymonthcomparedto2021and2019 80% 73% 71% +2022 70% 67% %69 68%69%%0L 66%2021 60% 58% 2019 50% 47% 40% 327 30% 20% 18% 10% 0% JanFebMarAprMayJunJulAugSepOctNovDed Sourca:AmadcusDemand360*clataasofCctobcr20,2022@2c22Amadeus.Donotpuilishorredistributcitth HospitalityMarketInCONFHDENTIAN&,BESTRKTED Occupancy&PacebyStateUnitedStates On-the-bookstotaloccupancybystateforNovember2022vssametimein2019. ■20222019 2022Amadcu5.D HospitalityMarketInSONFIDENTIAN&,BESTRETED Occupancy&PacebyMarketUnitedStates On-the-bookstotaloccupancybymarketforNovember2022vssametimein2019. 50% ■20222019 40%%8E38% 36% 34% 30% %EE 29%29% 28% 30% 20% 30% 24%23% 10%21% 1%223 25%26% 16% AuslinTxRoslonDallasHouslnnLusAneelesNewYork MNCily Sourc2:AmadcusDemand360*dlataasofCctobcr20,2022@2c22Amadeus.DonotpublishorredistributewithoutthepniorwnttcnconsentofAmadeus.Alldstaisforinfarmationalpurposesonly 12 Year-on-YearSegmentationUnitedStates On-the-booksmarketsegmentationmixforNovember2022vssametimeNovember2021and2019. Wholesale 2% 202220212019 Other3% Other2%Other3%Wholesale Wholesale 2%2% Group GroupGroup 5old SoldSold 19% Qualifien23%Qualified 9% /UnsoldElock QualifieN 11% 23% UnsoldPlorck Negotiated 117 nsoldFilock 177 Negotiated 10% 15% Negotiated 14% 13% Discount RetailRetail 17% Retail 19% Discount23%Discount 19%15% 19% Sourc2:AmadcusDemand360*dlataasofCctobcr20,2022 13 Year-on-YearChannelMix/UnitedStates On-the-booksdistributionchannelmixforNovember2022vssametimeNovember2021and2019 202220212019 T/A BrandB