2024年全球休闲旅游产业复兴前瞻-趋势洞察与增长策略报告（英）

Investment Rating - The travel and leisure sector is rated positively, with global investment expected to rise by 25 percent year-on-year in 2024, and travel and tourism revenues projected to increase by 8.3 percent, reaching nearly US$1 trillion [1][1]. Core Insights - The travel and leisure industry is recovering from COVID-19, high inflation, and economic uncertainty, with record-high revenues per available room in hotels [1][1]. - Despite challenges such as high interest rates and below-average consumer confidence, there are significant opportunities for value creation and growth in the sector [1][1]. - The report emphasizes four key areas for growth: inorganic growth, performance improvement, technology enablement, and customer-centricity [1][1]. Inorganic Growth - M&A activity in the travel and leisure sector remains subdued, but signs of revival are emerging, particularly in markets like China, India, Japan, and Germany [4]. - The first half of 2024 saw an 8.1 percent increase in deal volume compared to the same period in 2023, although deal value dropped by 45.4 percent [39][39]. - The report anticipates a potential uptick in M&A activity as financing conditions improve [46][46]. Performance Improvement - The report highlights the importance of adapting to changing consumer preferences and enhancing operational efficiency to drive growth [50][50]. - Companies are encouraged to explore creative partnerships and unique offerings to expand their customer base and improve product offerings [52][52]. Technology Enablement - The travel and leisure sector is increasingly focusing on technology to enhance customer experiences and operational efficiencies [1][1]. - The integration of technology is seen as a critical factor for companies to thrive in a competitive environment [1][1]. Customer Focus - There is a growing emphasis on aligning product portfolios to attract leisure consumers, as the demand for personalized experiences increases [60][60]. - Companies are encouraged to innovate and adapt their offerings to meet the evolving preferences of travelers [60][60]. About KPMG's Travel and Leisure Network - KPMG's global network provides insights and support to travel and leisure companies, helping them navigate challenges and unlock growth opportunities [1][1].