Mondee Investor Presentation Deck
Travel Industry
Update ¹,2,3
Mondee is well positioned
in the current environment
with 80% North America
outbound international
(mostly leisure) travel, our
agile distribution model
and leading Al platform.
¹Airline Reporting Corporation 2023 vs 2022 and 2019 US point-of-sale
domestic and international ARC carrier scheduled air sales and tickets as
of 6/30/2023
2Skift - State of Travel Master Deck July 2023
³Cruise Lines International Associations: 2022 State of the Cruise Industry
Outlook; Statista Report: Revenue of the Cruises Market Worldwide 2018
to 2027; Cruise Industry Worldwide: Facts & Statistics
North America air sales at 2019 levels,
average fares moderating from prior
post-COVID highs.
Industry infrastructure constraints
remain, primarily personnel, but are
now easing.
China-led Asia market continues to
rebound, though airline capacity lags.
Latin American market is running
ahead of 2019, especially in hotel and
vacation rentals, with airline capacity
fully recovered.
Cruise industry almost back to 2019
T level, expected to exceed it in 2024.
Pre-cruise and on-board ancillary
spend higher than air fares, enabling
packaged experiences opportunities.
Millennials and GenZs more important,
>80% planning to cruise now.
v
Hotel demand remains strong,
supporting higher room rates.
Alternative accommodation demand
still growing and remains strong,
vacation rentals beginning to stagnate.
Labor shortages remain an issue
for capacity growth.
Travel industry continues to recover
to its mega-trend track.
Pent-up demand is moderating and
demand softening slightly in some
markets while others remain strong.
Market demographics evolving quickly.
Year-over-year increases in combined
business-leisure travel.
Increasing consumer use of experts and
intermediaries.
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