Distribuzione e Revenue

📍 eDreams Odigeo records strong growth with its Prime subscription program surpassing 7 million subscribers. Cash Ebitda grew to €42.6 million in Q3 2024, a 70% increase from Q3 2023, hitting €123.7 million over nine months, up 40% year-on-year. Cash generation jumped 91% to €68.4 million in Q3. Marginal cash profit grew 27% to €201.4 million, and revenues reached €172.7 million in Q3, up 13%. In nine months, revenues hit €533.9 million, a 5% increase, with adjusted net income at €14.5 million. Targets for March 2025: 7.25 million Prime subscribers, €180 million cash Ebitda. CEO Dana Dunne anticipates continued growth and subscriber base expansion.

🏠 Italy surpassed Germany as a top market for tourism in Spain, with a 7.4% passenger increase from international airports compared to the same month in 2024. Italian travelers grew by 13%, reaching 715,044 (11.2% of the total) in January, while German visitors were 707,435 (11.1%), up by 2.9% from January 2024. France accounted for 465,430 travelers (7.3%), and the Netherlands for 289,619 (4.6%). Madrid notably received over 12,000 additional arrivals.

🌍 Key players in the tourism industry, like Matteo Bolognesi of Alpitour World and Luca Campanati of Neos, stress the importance of evolving client profiles demanding services focused on sustainability, gender equality, and over-tourism awareness. Successful destination creation involves collaboration between tour operators and airports, analyzing flight performance and managing seat capacity. Accessibility remains crucial, as noted by Sofia Gioia Vedani of Planetaria Hotels, particularly in less connected areas like minor Italian islands. Cruise companies like Carnival Corporation and Costa Crociere respond to accessibility challenges with private islands and Sea & Land Destinations. MSC Group's Leonardo Massa highlights the cruise ships' role in combating over-tourism by organizing flows and offering development opportunities for destinations. Meanwhile, Beppe Pellegrino from Going Resort remarks on the shift from intuition-based destination creation to client-specific experiences.

📍 GCC's hospitality industry eclipses pre-pandemic levels with an occupancy rate of 69.5% in 2024. Saudi Vision 2030 and UAE's We the UAE 2031 initiatives boost economic diversification, infrastructure, and tourism quality. Average daily rate (adr) grows by 2.4%, with the luxury hotel segment significantly contributing. Over 35,000 new hotel rooms added in the last decade, 19% luxury category, up from 16%—33,000+ luxury rooms under development.

🏖️ In 2024, Italy confirmed its position as the European market with the highest annual growth of tourists to Portugal, following a similar trend from 2023. The country welcomed 860,700 Italian guests, resulting in 1,992,200 overnight stays, marking a 4.5% and 1.8% increase from the previous year. Tourist revenue from this market reached 699 million euros, up by 3.7%. Overall, Portugal experienced 80.3 million overnight stays in 2024, a 4% growth, with resident overnight stays increasing by 2.4% and non-resident overnight stays by 4.8%. The UK led the market share at 18.1%, followed by Germany (11.3%) and Spain (9.7%), while Italy comprised 3.5% of total overnight stays.

🏃 In 2024, Langhe Monferrato Roero, Piemonte, saw foreign tourist arrivals increase by 4%, reaching 694,282, up from 667,549 in 2023. Overnight stays rose by 5.2 percentage points to 1,547,536, exceeding one and a half million for the first time. Foreign overnight stays accounted for 60.9% of the total. Top five foreign markets showed growth: Switzerland (+7.3%), Germany (+7.8%), Netherlands (+24.9%), United States (+3.3%), and France (+10.2%), with significant increases from Spain (+16.3%), Czech Republic (+35.1%), Portugal (+50.2%), and New Zealand (+37.3%). However, the UK and Austria saw a decrease in visits by 12.4% and 1.5%, respectively.

🛫 Airbus delivered 766 aircraft in 2024, with revenues reaching €69.2 billion and adjusted EBIT at €5.4 billion. The company's profits rose due to operational revenue improvements and efficient cost control. Despite supply chain difficulties, Airbus's commercial aircraft division, which represents the largest sales share, saw increased revenues. The A320neo remained in high demand. Airbus aims to exceed 800 deliveries by 2025, with performance dependent on economic conditions and supply chain stability.

🏖️ Florida hit a record high in tourism in 2024 with 142.9 million arrivals, the highest ever. In Q4 alone, 30 million visitors were reported. Governor Ron DeSantis noted a significant increase from 2023. Air arrivals grew by 3.1% last year, primarily through secondary airports like Tallahassee, Panama City, and Pensacola. Hotel stays rose by 1.6% over the twelve months.

✈ Air Europa is expanding its long-haul flights for the summer season, increasing flights on about ten routes, despite a year-long reliance on third-party carriers due to delivery delays of new aircraft, primarily caused by Boeing and Rolls-Royce engine issues affecting B787 Dreamliners. The bolstered routes, operating from Madrid between June and October, include Asunción (5 to 7 weekly flights), Cancun (4 to 5), Cordova (3 to 4), Medellin (6 to 7), New York (5 to 7), Panama (6 to 7), Salvador de Bahia (3 to 4), San Pedro Sula (2 to 3), and Punta Cana (3 to 5).

📈 Assocold e ICIM Group hanno realizzato una guida operativa sul Piano Transizione 5.0 per la refrigerazione commerciale, annunciata durante un webinar. Il piano offre agevolazioni fiscali per il 2025 e mira a stimolare la transizione digitale ed energetica nel food retail. Francesco Mastrapasqua, presidente di Assocold, enfatizza l'importanza del piano per l'efficienza energetica e l'ammodernamento degli impianti. La guida è disponibile gratuitamente su www.assocold.it. Il settore della refrigerazione in Italia conta 5.000 addetti e un fatturato di oltre 900 milioni di euro, con il 51,7% derivante dall'export (2020).