👊 Tripadvisor Under Pressure

Tripadvisor has another investor — UK-based Palliser Capital — pushing for changes.

View in browser Unsubscribe Thursday August 21, 2025 Good morning, readers. Tripadvisor is under pressure from one of its investors. We examine whether the federal takeover of D.C. has impacted hotels. And Alaska Airlines has unveiled a new loyalty program. Online Travel   Dennis Schaal Executive Editor Image by Southwest Airlines/Stephen M. Keller Tripadvisor Is Facing New Pressure Tripadvisor has another investor — UK-based Palliser Capital — pushing for changes, just six weeks after activist investor Starboard Value took a 9% stake. "(Tripadvisor) is attempting to operate simultaneously as a value business and a growth business — and succeeding at neither," said Palliser Chief Investment Officer James Smith.  Palliser wants Tripadvisor to focus on its experiences brand, Viator, or sell it. Tripadvisor is currently worth less than $2 billion, but Palliser thinks Viator alone could be valued at $2-$2.5 billion. Get The Full Story On Skift EVENT | Sept 16-18 Skift Global Forum Prices Increase Next Week Join us in New York City on September 16–18 for the 12th annual Skift Global Forum, where global travel's boldest minds gather to shape the future of the industry. Last year's event sold out, and this year, there are only 100 seats remaining. Register today and lock in discounted rates — prices increase to full price after August 28. RESERVE YOUR SEAT Hotels   Sean O'Neill Senior Hospitality Editor Image by Flickr/Mobili The Hotel Impact of Trump's D.C. Takeover We delve into whether hotels in Washington, D.C., have been impacted by the federal takeover of D.C. police on August 11.  For the week of August 10 to August 16, Washington, D.C., hotels had a 64.3% occupancy rate, two percentage points less than last year.  There has been an overall national softening in travel demand. While Washington, D.C., typically sees a decline in business travel when Congress is out of session, August is typically a peak tourism month for the city. Get The Full Story On Skift Experiences Built for Play Together With   Qiddiya City Explore a bold reimagining of what a city can be in the age of experiential travel. Why the rise of AI emphasizes the importance of play  How to create meaningful travel experiences while fostering long-term livability Get the Full Story on Skift Airlines   Meghna Maharishi Airline Reporter Image by Alaska Airlines Alaska Airlines' New Loyalty Program Alaska Airlines launched a combined loyalty program with Hawaiian Airlines on Wednesday.  The structure of Atmos Rewards is similar to Marriott Bonvoy, where multiple brands fall under one loyalty program. Customers will be able to earn and redeem frequent flier miles for flights on either Alaska or Hawaiian.  Atmos allows customers to choose one of three ways to earn points: distance traveled, price, and segments flown. Get The Full Story On Skift Editor's Picks   Rashaad Jorden Associate Editor/Archivist Business Travel SAP Concur Taps AI to Tighten Its Grip on Travel Expenses   Tourism Japan Tourism Hits July Record, Sharp Declines From South Korea and Hong Kong   Travel Technology What Street Vendors Teach Us About the Cultural Memory of Hospitality   Airlines Adani Takes on Airport Aggregators With Loyalty, Lounge Sales Get More News On Skift   SKIFT PRO       With a subscription to Skift Pro, you get full access to the in-depth reporting, exclusive interviews, and breaking news that the Skift Editorial team produce – as well as the travel industry's premier AI answer engine and Skift Travel 200 stock index. SAVE 20% ON YOUR FIRST YEAR Defining the future of travel. Skift. 35 W 31st St., New York, NY, 10001, USA Follow Us: LinkedIn   |  X   |  Facebook   |  Whatsapp   |  Bluesky   |  Threads You received this because you are subscribed to Newsletter | The Daily from Skift. For Gmail users: If you are using the tabbed inbox, Skift emails may be pushed to the 'Promotions' tab. To get updates from Skift direct to your primary inbox, drag and drop this email to that tab.