Ubufakazi obucacile bamanani okuthenga aphinde avuka futhi, okungenani emkhakheni wezinkampani zezindiza, ukuthuthukisa izitayela zemali engenayo, kusho ukuthi isidingo sohambo lwezinkampani, ngemva kokuba sibe sinethemba ngasekupheleni kuka-2009, siqhubekile nomfutho ekuqaleni kuka-2010. Nakuba kungase kusheshe kakhulu ukuthi chaza ukusimama njengokuzinzile, imibiko yokukhuphuka kancane kodwa okuqhubekayo kwesidingo sebhizinisi phakathi nezinyanga ezimbalwa ezedlule ivele emibuthanweni eminingi yezimboni.
Izikhulu zezindiza zikhuluma emasontweni amabili edlule ezinhlanganweni zezingqungquthela nomphakathi wabatshalizimali kanye nabezindaba banikeze ukuphawula kwakamuva. "NgoJanuwari, ukubhukha kwethu izinkontileka zezinkampani kukhuphuke cishe ngamaphesenti ayishumi uma kuqhathaniswa nesikhathi esifanayo ngonyaka odlule," kusho umongameli weDelta Air Lines u-Ed Bastian. “Yize lokhu ngokwengxenye kukhombisa ukuqhathanisa okulula, abahambi bebhizinisi bayabuya. Futhi njengoba sibona amanani entengo ethuthuka, imali yokugibela nayo iyathuthuka, yize ngesivinini esithe xaxa sokuthweswa iziqu.”
Ngemuva kokubona ukuthambekela kwenzuzo yezinkampani “kushesha ngekota yesine,” umongameli we-United Airlines uJohn Tague uthe, “NgoJanuwari, ngilindele ukuthi imali etholwa yizinkampani izokhuphuka cishe ngamaphesenti ayishumi unyaka nonyaka, ngohlelo olulula. Uphinde waphawula ukuthi ukubhukha kwe-transatlantic premium cabin kukhuphuke ngamaphesenti amahlanu ngekota yesine.
I-American Airlines, nayo, yabona ibhizinisi lebhizinisi “lishesha ngasekupheleni kwekota yesine,” kusho uCFO Tom Horton. “Umbono wethu ngoMasingana nangale kwalokho, okungenani ngekusasa elibonakalayo, uwukuqhubekisela phambili lokho kuthuthukiswa. Siphinde sabona ukuthi isidingo se-premium ngezinsuku eziphezulu zeviki siyanda. Kubonakala sengathi sibona ukubuya komhambi webhizinisi ezimakethe ezidonsa isikhathi eside, futhi yilapho imali ikhona.
Ngokusho kwesikhulu esiphezulu sezokumaketha se-Continental Airlines uJim Compton, imali engenayo enenzuzo ephezulu yenkampani yenkampani yezindiza (kuhlanganise nemali engenayo yenkampani) yehle ngephesenti elilodwa ngoDisemba ngemuva kokwehla ngamaphesenti angama-1 ngoMeyi, futhi izitayela zamanje zekota zibonisa "ukuqothuka" ekubhukheni ngaphakathi. izinsuku eziyi-38.
“Ama-akhawunti ethu ezinkampani asitshela ukuthi isabelomali sezokuvakasha sisaqinile. Sekushiwo lokho, sibona ukuhamba kwezamabhizinisi kubuya kancane,” kusho uCompton. “Ngaphezu kokunciphisa imingcele ekubhukheni kwekhabethe elingaphambili, amanye ama-akhawunti avumela uhambo lwemihlangano yangaphakathi, okuvuse isibalo esincane ekubhukheni kweqembu. Siphinde sabona ukuqoqwa kokubhukha kwezinkampani emkhakheni wezezimali.”
Njengenjwayelo, isikhulu seSouthwest Airlines uGary Kelly unikeze ukuphawula ngakolunye uhlangothi. Yize evuma ukuthi ukugcwala kwebhizinisi kusukela ehlobo eledlule “kungenzeka kube ngcono,” uKelly uthe ukuntengantenga kwezimakethe zokudonsa kanzima kubangelwa “ukuthamba kohambo lwebhizinisi,” futhi wathi akalindele intuthuko enkulu ngo-2010.
“Abantu bayashintsha imikhuba yabo,” kusho yena. “Umthengisi obejwayele ukuthatha uhambo olulodwa ngenyanga, kungazelelwe uthole ukuthi badinga ukuhamba kanye ngekota. Ukusetshenziswa kwento ongazikhethela yona njengokuhamba ngebhizinisi ngeke kuguquke ngokuphazima kweso. Ama-CFO ngeke ayimele. Siyazi nje ukuthi leyo yindlela inkampani yaseMelika eziphatha ngayo futhi inesimilo kakhulu kulokho. Asikholelwa ukuthi uzobona ukukhuphuka okuqinile kohambo lwebhizinisi. ”
Isithombe Esikhulu Esiqhakazile
Noma kunjalo, idatha eningi ibonisa izinga elithile lokutholwa kohambo lwebhizinisi kuyaqhubeka. Ezingeni elikhulu, ukuthengiswa kwenkampani yezokuvakasha yase-US sekuthole inzuzo yonyaka nonyaka ngoNovemba nangoDisemba, okuyizinyanga kuphela zika-2009 ukukhombisa ukuthuthuka, ngokusho kwe-ARC. Isamba semisebenzi ye-ejensi ikhule ezinyangeni ezintathu zokugcina zonyaka. Inkomba engcono yokuhamba kwebhizinisi, ukuthengiswa okuphelele phakathi kwezinkampani zokuhamba "ze-mega"-i-American Express, i-BCD Travel, i-Carlson Wagonlit Travel kanye ne-Hogg Robinson Group phakathi kwazo-ngoNovemba nangoDisemba kukhuphuke ngamaphesenti angu-6 namaphesenti angu-5, ngokulandelana, i-ARC ibike. Sekukonke, lelo qembu libone ukuthengiswa okuphelele kushelela kumaphesenti angama-25 ngaphambili ngo-2009.
Ezingeni le-ejensi ngayinye, i-American Express yehle kakhulu ekuthengisweni kohambo lwezinkampani kunemboni enkulu-okungamaphesenti angama-42 ngonyaka onyakeni wekota yesibili yonyaka odlule-ngaphambi kokukhuphukela ekwehleni okuthe xaxa okungamaphesenti ama-5 okwesine. ikota. Uphiko lwale nkampani lwe-Global Commercial Services, oluhlanganisa imisebenzi yamakhadi ebhizinisi nemisebenzi yohambo lwebhizinisi, ngekota yesine luzuze ukukhula kwemali engenayo ngamaphesenti angu-6, ukwanda ngamaphesenti angu-8 ebhizinisini elikhokhiswa amakhadi kanye namaphesenti angu-7 aphezulu emali esetshenziswa abanikazi bamakhadi, unyaka nonyaka.
"Amakhadi ezinkampani/izinsizakalo zezentengiselwano ngokomlando bezisebenza kakhulu njenge-V - imvamisa ibamba isikhathi eside ekuncipheni, yehle kakhulu bese ikhuphuka kakhulu kunezinye zebhizinisi," kusho uCFO wase-American Express uDan Henry ngeledlule ngesikhathi kuqhubeka ingqungquthela. shayela nabahlaziyi. “Kulokhu, sibona into efanayo. Izinkonzo zezohwebo zibuye zibukhali kunawo wonke amabhizinisi.”
Encwadini yakamuva ne-US Securities and Exchange Commission, i-Travelport GDS icaphune "inguquko" ekuhambeni kwezinkampani, futhi yachaza ukuthi ama-akhawunti ayo amakhulu e-ejensi yezinkampani zomhlaba wonke "abuyele ekukhuleni unyaka nonyaka ngekota yesine, ngamavolumu anyanga zonke ngoNovemba futhi Disemba 2009 inyuke ngephesenti elilodwa namaphesenti amane ngokulandelana.” Sekukonke, ngokusho kwe-Travelport, ukubhukha emhlabeni wonke kwekota yesine ezinhlelweni zayo zokusabalalisa zomhlaba wonke—i-Apollo, i-Galileo ne-Worldspan–kukhule ngamaphesenti angu-1 unyaka nonyaka, ikota yokuqala ukukhombisa ukwanda okuhlanganisiwe kusukela maphakathi no-4. Ukuthuthukiswa kwashesha njengoba ikota iqhubeka, okuhlanganisa ukwenyuka ngamaphesenti ayi-5 engqikithini yokubhuka ngo-December, kanye namaphesenti angu-2007 namaphesenti angu-10, ngokulandelana, ezingxenyeni zomoya ezicutshunguliwe ngoNovemba nangoDisemba.
Abahlaziyi Bomoya Nabo Bahlasela Ngesidingo Senkampani
Emasontweni amabili adlule, abahlaziyi be-Wall Street bakhiphe amanothi ocwaningo lapho bezwakalise khona ithemba ngomkhakha wezindiza, beqhutshwa ngokwengxenye ukuphawula kwesidingo esihle esivela kubaphathi benkampani yezinkampani. Ngokuqaphela ukuthi imali engenayo yohlelo oluyinhloko lwezinkampani zezindiza zase-US ngoDisemba inyuke ngamaphesenti angu-8.8 ngokulandelana kusukela ngoNovemba–“ngaphambili kakhulu kobudlelwano obujwayelekile obungamaphesenti angu-1.5 obabonwa ngo-2004-2007”–abahlaziyi be-JP Morgan Securities babhale ukuthi “u-2009 umele irekhodi elirekhodiwe ngoNovemba kuya kuDisemba. funa ukuhlinzwa.”
Ngokusho kwabahlaziyi be-UBS, "kukhona amandla esidingo sangempela." Baphawule ukuthi imali etholwayo yamayunithi kaFebhuwari "njengamanje idlula uJanuwari ngamaphesenti angaba ngu-5" futhi kulindeleke ukuthi "yande emasontweni ambalwa ezayo." NgoMashi, abahlaziyi be-UBS balindele ukukhula kwemali engenayo yeyunithi “yezinombolo ezikabili”.
"Silindele ukuthi izinkampani zihambe kakhulu njengoba unyaka uqhubeka," kubhala i-UBS. “Uma kubhekwa amandla aqinile, lokhu kuzokwenza ukuthi izinkampani zezindiza zikwazi ukukhiqiza kangcono izindiza zazo. Izici zomthwalo sezivele ziphezulu kakhulu, ngakho sikholelwa ukuthi izinkampani zezindiza zizosusa abagibeli bezokungcebeleka namakhasimende ezinkampani. Lokhu kulimaza izikhungo zezokuvakasha eziku-inthanethi njengoba ukubhuka kuzogeleza ezinkampanini ezilawula ezokuvakasha futhi kude nazo.”
Isidingo Sebhizinisi Sisabambezeleka Emkhakheni Wezindawo Zokuhlala
Ngokusho kwabahlaziyi be-UBS, "Ohlangothini lwamahhotela, izinto zibukeka ngcono, njengoba silindele ukuthi amanani ekamelo nsuku zonke akhuphuke njengembuyiselo yohambo lwebhizinisi."
I-Smith Travel Research ibike ukwehla kwesidingo samaphesenti angu-1.4 (ubusuku begumbi) engxenyeni yesine, "ukusebenza okungcono kakhulu kwekota ka-2009," kanye nezinzuzo zokuhlala ezimakethe ezingu-11 kwezingu-25 ezinkulu. Ngokwezethulo zakamuva zikamongameli we-STR uMark Lomanno, ingxenye yokunethezeka ihlangabezane nezinyanga ezimbalwa zokukhula kwesidingo phakathi kwamaphesenti angu-5 namaphesenti angu-8.
"Abahambi bebhizinisi abasezingeni eliphezulu bazothuthukisa isimo sokululama," ngokusho kukaLomanno.
Kodwa ukululama okusabalele kuzo zonke izigaba akukabonakali. IMarriott International, ngokwesibonelo, kule nyanga ithe imali engenayo yeyunithi yekota kungenzeka ibingembi ngendlela obekulindeleke ngayo ekuqaleni, kodwa kungenzeka ukuthi yehle ngamaphesenti ayi-13 yaya ku-14 eNyakatho Melika futhi yehle ngamaphesenti ayi-14 yaya ku-16 ngaphandle kweNyakatho Melika. “Sibonile nokuhamba kwezamabhizinisi nemihlangano emikhulu iqala, okuyinto enkulu embonini yethu,” kubhala isikhulu esiphezulu uBill Marriott kubhulogi yakhe kule nyanga. “Kusazothatha isikhathi ukuthi sibuyele lapho besikhona ngaphambi kokuthi kuqale ukwehla kwezinga eliphezulu kwengake ngakubona, kodwa kuyangiqinisa idolo ukubona sihamba ngendlela.”
I-Choice Hotels International, engagxile kakhulu kwezamabhizinisi kune-Marriott, ayikaze ibone ukuthambekela okuhle kwebhizinisi, ngokusho kwabaphathi abakhuluma kule nyanga nabatshalizimali. "[Isidingo sebhizinisi] siphansi kakhulu," kusho uCFO David White. "Impela kube buthaka kunohlangothi lwezinto zokungcebeleka." White uphinde waphawula ukuthi “ama-akhawunti amakhulu ezinkampani avame ukuba ngcono njengamanje kunama-akhawunti amancane okuvakasha ezinkampani.”
