Niche tour groups
Destination Sports' recent acquisition reflects a sector-wide hunger for travel companies that cater to highly specific passenger groups like sport fans, youth groups, and school children.
Young money
Our Cut Back Economy report shows that younger generations are forgoing shopping trips and major purchases over travel. This may be why, in Q4, UK-based Osprey Investments invested USD 20 million in Selina Hospitality, which specialises in guest houses for digital nomads.
Digital innovation
Q4's successful sale of Attraction World Group reveals opportunities for innovation and further digitalisation in an increasingly tech-focused sector.
High-end luxury
The (trade) sales of Scott Dunn and Mr & Mrs Smith in 2023 show appetite for brands that cater to a financially resilient end-consumer.
Cruise
In December 2023, P&O owner Carnival Corporation posted record full-year revenue of USD 21.6 billion. High demand for the high seas is expected to continue in 2024.
ESG
A recent survey revealed that 46% of travel companies intend to increase ESG investment in 2024. This may drive investor interest in firms that provide sector-specific environmental consultancy and technology services.
