Commentary

Travel Spending on the Web

Travel Spending on the Web

As the largest category of consumer spending on the Web, online travel is clearly an Internet success story. Consumers spent $9.1 billion on travel in the first quarter of 2003, representing growth of 31 percent versus Q1 2002. This growth rate significantly outpaced non-travel spending, which increased 17 percent versus Q1 2002 to $11.8 billion.

Looking to recover revenue lost due to reduced airline commissions, many online travel agencies have focused on hotels and package sales, which often carry much higher profit margins. By combining a number of travel components (such as airfare and a hotel room), online agencies can deliver an attractive package price to consumers without revealing the price of any specific component of the trip - thus protecting each suppliers' pricing integrity. Although Packages and All Other Travel is the smallest online travel sub-category, it grew by an impressive 97 percent versus year-ago.

Online Travel Spending by Sub-Category Q1 2003 Excluding Auctions and Large Corporate Purchases

Consumer Share of Online Travel Spending % Change Spending vs. Year-Ago
Online Travel$9,116100% 31%
Airline $6,127 67%28%
Hotel$1,61318% 26%
Car Rental$94010%32%
Packages and All Other Travel*$4355%97%

*Includes package sales, cruise bookings, bus, rail and other
Source: comScore

Subsidiaries of InterActiveCorp (previously known as USA Interactive), are among the most successful travel agencies at selling hotels on the Internet. Expedia - the largest online travel agency - has been the leader in selling travel packages online.

Travel Category Unique Visitors (000) May 2003 U.S. Home, Work and University Users

All LocationsHomeWorkUniversity
Total Internet Users145,576125,60748,58510,312
Travel Category68,80250,159 26,5014,255
MAPQUEST.COM 28,547 18,61110,941 1,819
Expedia Travel 16,47110,2546,824 804
ORBITZ.COM13,1408,010 5,582688
Travelocity13,1178,075 5,724 631
Trip Network Inc.12,8217,563 5,086707
AOL Proprietary Travel7,2035,1381,895 321
HOTWIRE.COM 6,7573,6882,841357
SOUTHWEST.COM 6,4924,0492,521321
PRICELINE.COM 5,9103,6282,290323
Hotels.com Sites5,3603,2382,208230

Source: comScore Media Metrix

With the summer travel season heating up, the Hotels/Resorts category grew by 15 percent from April to May. Nearly 5.4 million people visited Hotels.com in May, more than twice as many visitors as the second ranked site in the Hotels/Resorts category.

Hotel/Resorts Sub-Category Unique Visitors (000) U.S. Home, Work and University Users

April 2003May 2003 % Change
Total Internet Users145,588145,576 0%
Hotels/Resorts Sub-Category16,71319,21615%
Hotels.com Sites 4,642 5,36016%
Marriott 2,020 2,66132%
Six Continents Hotels1,9262,48129%
Hilton Hotels1,8982,14613%
LODGING.COM1,6172,138 32%
CHOICEHOTELS.COM8451,49877%
Worldres Sites1,0221,29026%
Starwood Sites1,0141,24423%
BestWestern Hotels7961,05633%
DAYSINN.COM 55684752%

Source: comScore Media Metrix

Travel is a price-sensitive and time-sensitive product for all parties. Unlike other product categories - such as apparel - travel does not have to be touched or tried on before purchase. Lodging is arguably less of a commodity than air travel. Here the Web adds value to the shopping experience, with the availability of detailed information, images, and virtual property tours. The Web puts fast, powerful comparison-shopping and buying tools in the hands of increasingly sophisticated consumers

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