旅游行业：2024年美国旅游业展望报告（英译中）

Industry Investment Rating - The report does not explicitly provide an investment rating for the travel industry [1][2][3] Core Viewpoints - The travel industry is entering 2024 with strong performance, driven by sustained consumer interest and workplace flexibility [3][5] - "Revenge travel" has been a major driver of demand over the past two years, but its influence is waning, with only 11% of travelers citing it as a reason for travel in 2023 [5][7] - Travel spending intentions have shown greater resilience compared to other spending categories, with a significant portion of consumers indicating that travel has become more important post-pandemic [7][9] - Economic challenges may lead to more conservative travel behavior, particularly among lower-income groups, while high-income groups may continue to favor premium travel products [3][12] - The industry is expected to see fluctuating demand for different products and amenities, with companies leveraging technology to offer personalized and flexible options likely to thrive [3][13] Leisure Travel Demand - Leisure travel demand has rebounded from historic lows, with TSA-reported passenger throughput up 12.5% year-over-year from January to November 2023 [5] - Travelers are increasingly prioritizing value and redefining their priorities, with a shift towards exploring diverse destinations and new experiences [7][10] - Remote work flexibility is enabling more extended and frequent travel, with 34% of travelers planning to work during their longest vacation in 2023, up from 19% in 2022 [11][17] - Baby boomers are returning to travel in greater numbers, with 30% of those who cut holiday travel budgets in 2023 saving for future trips [7][12] Supplier Efforts to Enhance Travel Experience - Travel providers are focusing on improving the end-to-end journey through automation, targeted amenities, and investments in frontline teams [15] - Partnerships with sports teams, event venues, and food and beverage brands are expected to increase, offering exclusive access and discounts [15] - The industry is exploring the use of generative AI (Gen AI) to enhance operational efficiency and personalize marketing efforts [20][21] Corporate Travel Recovery - Corporate travel spending is expected to reach 80% of 2019 levels by the end of 2023 and 95% by the second half of 2024 [16] - Cost management remains a key concern for business leaders, with 86% of corporate travel managers citing airfare prices as a significant factor influencing travel decisions [16] Marketing and Technology Trends - Marketing spend in the travel industry is trending upward, with a focus on targeted strategies and the use of analytics and AI to optimize spending [19] - Gen AI is already impacting the industry, with applications in call center efficiency, marketing content, and personalized travel planning [20][21]