Distribuzione e Revenue

🏠 In Milan, short-term rentals have seen a 10% decrease in availability, with one out of ten listings disappearing from the market in a year. As of late 2024, there were 22,627 short-term accommodations, down from 24,936 in 2023, including a 9.3% drop of full apartments (2,309 fewer). Despite this, average nightly prices rose from €164 to €174, and annual average earnings increased by €1,546, from €7,626 to €9,172. Additionally, one out of three apartments remains vacant throughout the year.

🏨 Many hotels and airlines adopt the strategy of overbooking, selling more rooms or seats than available. This practice is designed to compensate for expected no-shows and cancellations to maximize occupancy and revenue.

🏨 Google's project Gemini aims to create a "universal AI agent" by 2025, which could independently plan, search, and book vacations, potentially bypassing Online Travel Agencies (OTAs). Experts like Mario Gavira suggest such AI agents may directly interact with hotel websites, reducing complexity and eliminating intermediaries. However, OTAs, investing heavily in AI, could benefit and dominate this new landscape. Hotels are advised to optimize content for AI search, integrate technology with systems like CRS, PMS, and Channel Managers, and invest in customized AI solutions for data analysis and real-time offer optimization. AI as an ally can improve efficiency and personalize guest experiences without replacing human interaction. Hotels must be discoverable by AI agents, adapt quickly, and invest in the right technologies to succeed in the hospitality industry's new era.

🍸 In 2024, Spirits market growth was driven by online sales and social media presence. Research increased 80% for "mignon" and 50% for "gin mignon" on Amazon, peaking in December (20% of annual searches). December 2024 saw a 19.6% decline compared to the previous year. Online interest grew for cocktails and gifting with small, luxurious formats, reaching 100k searches yearly (+8% YoY). Multipacks, especially for gifts, are popular. Ready-to-drink cocktails and cocktail boxes emerged in Spring 2024, with Amazon searches for ready cocktails up 12% over the previous year. Mr. Dee Still's online store confirmed the trend, with cocktail boxes being top sellers in 2024. Sales for Negroni Box peaked in September and Christmas. Bartesian, a capsule cocktail mixer over €300, saw a 500% Amazon search increase. Gin searches dropped 11% annually, with a 40% decrease in Q4, but Roku Gin grew 45%. Whisky searches fell 7% in 2024, with a 22% drop in December, though "mini liquors" rose 40%. Premium brands like Macallan (+42%) and Glenfiddich (+100%) attracted more consumers. Champagne and sparkling wines maintained online interest, despite a 7% search decrease in 2024. Mini formats surged, with "San

💰 Ávoris, under Juan Carlos González and Vicente Fenollar, reported a 2024 revenue of €4.381 billion, a 15.8% increase from €3.784 billion in 2023, surpassing pre-pandemic 2019's €4.318 billion. Ebitda soared to €45.6 million in 2024 from €1.1 million in 2023, with a projected jump to €82.5 million in 2025, expecting annual growth of 11.4% to €4.81 billion. Distribution's Ebitda is forecasted at €37.9 million and product area's at €44.6 million for 2025.

💰 Ávoris, guided by Juan Carlos González and Vicente Fenollar, reported a 2024 revenue of €4.381 billion, a 15.8% increase from €3.784 billion in 2023, surpassing pre-pandemic levels of €4.318 billion in 2019. Ebitda is projected to reach €45.6 million in 2024, up from €1.1 million in 2023 but below the €55 million of 2019. Ávoris forecasts for 2025 include an Ebitda of €82.5 million and revenue of €4.81 billion, marking an 11.4% annual growth, with the distribution division targeting an Ebitda of €37.9 million and the product area (including Iberojet airline) aiming for €44.6 million.

💰 Melià's fiscal year 2024 achieved a record profit of €162 million, a 24.5% increase from 2023. Earnings before interest, taxes, depreciation, and amortization (Ebitda) reached €533.6 million, up 9.7%. Revenue exceeded €2 billion for the first time, at €2.013 billion, a 4.4% growth. Debt was reduced by €391 million, leaving a net financial debt of €772.7 million. The company's asset value rose by 13.9% to €5.285 billion, adding 34 new hotels and opening 19. Positive 2025 outlook highlighted for Canary Islands, Cape Verde, the Caribbean, and European capitals.

❄ 8.2 million Italians chose or will choose to visit the Alps and Apennines for their snow holidays during the first quarter, as reported by Tecnè for Federalberghi. Among them, 5.9 million are having a full 'settimana bianca' (white week), with 600,000 also adding weekends on Italian peaks. 2.3 million opted for mountain weekends only, generating a total turnover of €5.8 billion. Only 3.9% went abroad for their white week. The tourism sector's efforts in price containment and the fact that 72% of vacation expenses are reinvested locally are highlighted by Federalberghi President Bernabò Bocca.

🏩 Ana, a Japanese carrier, announced the purchase of 77 aircraft from Boeing, Airbus, and Embraer, valued at approximately 2 trillion yen (€12.7 billion) - the company's largest single order. Koji Shibata, president of Ana Holdings, envisions this order as key to enhancing profitability on domestic flights and bolstering international routes, signaling a sustainable development push post-Covid-19 pandemic. The purchase includes 30 Boeing, 27 Airbus, and 20 Embraer planes.

🏬 Neinver closed 2024 with record sales of €1.627 billion, an 8% increase from 2023, from its 20 European assets, including 16 outlet centers and 4 retail and leisure parks. The centers, located across Germany, Spain, France, Italy, the Netherlands, and Poland, welcomed over 69 million visitors, with a 6% rise in average spending. The occupancy rate hit a historic 98%. Development plans include new food areas and renovations at Vicolungo and Castel Guelfo The Style Outlets in Italy, Getafe and Las Rozas in Spain, and future projects like the expansion of Viladecans The Style Outlets in Spain and a second outlet in France.