旅游市场报告——2026年第二季度——BCD旅游

Travel Market Report June 2026 Produced by Research & Intelligence Travel Market Report The Research & Intelligence team Welcome to the latest edition of theTravel Market Report, brought to you by BCDTravel’s Research & Intelligence team. This quarter’sTravel Market Reportbegins with an update on the state of globalairline traffic so far in 2026. It reveals some of the early impacts of events in theMiddle East.We follow this with some analysis revealing how these events areimpacting travel choices around the world. Mike EggletonDirector, Research & Intelligence As well as the here and now, what’s been happening in the Middle East hasimpacted the future as well. We take a closer look at the changesthe InternationalAir Transport Association (IATA) has made in its JuneGlobal Outlook for Air Transportsince publishing the previous edition at the end of 2025. Amid the disruption and a sharp rise in their fuel costs, how have airlines actuallybeen performing? Using data from OAG (Official Airlines Guide), we review the on-time performance of more than 100 airlines around the world. Natalia TretyakevichSenior Manager,Research & Intelligence Over the last quarter, we conductedtwo of our own surveys among travelers andtravel buyers on the subject of online bookings tools (OBTs). In the travel buyersurvey, we explore the role of OBTs today: How well they support the travelerexperience and program goals, and what travel buyers need from an OBT goingforward.The goal of the traveler survey is to better understand if today’s bookingsolutions meet traveler needsand to identify opportunities for improvement.Wefinish this quarter’sTravel Market Reportwith the main highlights from both surveys. MelinaSibajaTravel Insights Analyst Update on globalairline traffic Global traffic contracts for first time in five years Events in the Middle East finally had a clear, material impact on global air travel inApril, when airline trafficcontracted by 3.4%.This was the world’s first year-over-year decline in demand sinceMarch 2021, when theCOVID-19 pandemic had been at its height. Growth rates had already been easing throughout 2025, and thisslowdown had continued into 2026, although there were signs of a moderation. During the first three months,growth had only slowed to4%from 5% in the equivalent period in 2025. Regional perspective so far in 2026 During the first four months of2026, a reduction in traffic ofalmost aquarteramong MiddleEastern carriers is the headline.But continued weakness amongNorth American airlines is alsoworthy of note. While otherregions posted strong growth of5-10%, North America only justsurpassed1%. The recovery-implied growth of 2-3% inFebruary and March ended withApril’s0.3% declinein traffic. April’s weak numbers may be largely attributed to Middle Eastern carriers, whose trafficcontracted by 46.6%,a modest improvement onMarch’s 59% decrease.Airlines from most other regions saw their growthmomentum moderate. Only those in North America recorded weaker demand vs. the same month in 2025,albeit with traffic shrinking by just0.3%. The international segment has been the source of the global weakness. After shrinking by0.6%in March,international traffic declined by5.3%in April and recorded expansion of just1.5%year-to-date. But globaldomestic passenger traffic is now being impacted too. After growing by more than6%in both February andMarch, it slippedslightly into negativeterritory in April, as demand contracted in Australia, India and the U.S. The U.S. domestic marketremains an issue. So far in 2026,traffic has grown by just0.3%,and inAprilit contracted by0.6%. This should be seen in awider context, with all majordomestic markets seeing theirperformance deterioratebetween March and April. That said, U.S. demand hascontracted in four of the last sixmonths. Changingair travel patterns Travelers choosing trips closer to home this summer Defying IATA’s weak April numbers for global air travel, airline passenger ticket bookings for travel between June and Septemberrose by6%year-over-year in March and April.2Travelers don’t seem to havebeen put off by the major disruption caused by the Iran conflict or by sharply elevated jet fuel prices. But they are changing their destination choices. Asia Pacific posted the biggest increase, with total bookings almostone-third higheryear-over-year (YoY). Unsurprisingly, bookings by travelers in the Middle East werehalfwhat they were in 2025.Withthe exception ofthe Middle East, passengers in all other regions showed a greater inclination for travel to destinationswithin their regionthan outside of it. Travel to destinationscloser to home seemsmore appealing. In North America, bookings for travel to other regions increased by7%but wereflatfor travel within the region. Europeans have cut reservations for intercontinental travel by8%YoY, but they’ve increasedthem by a modest2%for trips within Europe. Asia Pacific demonstrates the two extremes. There’s clearly a