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Source: 2020 STR, LLC / STR Global, Ltd. trading as "STR". © CoStar Realty Information, Inc. Any reprint, use or republication of all or a part of this presentation without the prior written approval of STR is strictly prohibited. Any such reproduction shall specifically credit STR as the source. This presentation is based on data collected by STR. The information in the presentation should not be construed as investment, tax, accounting or legal advice.
COVID-19 Rendimiento HoteleroUNWTO AmericaPatricia Boo – Area Director Central & South America [email protected] May 2020str
Source: STR. 2020 © CoStar Realty Information, Inc
Middle East
Southern Africa
Northern Africa
+6.6%
En enero, Asia comenzaba a ver el impacto de COVID-19Global RevPAR % var, USD, Europa en EUR, enero 2020
Europe
Asia+1.8%
-0.2%
+1.5%
+2.3%
+5.7%
+5.4%-9.6%
Australia & Oceania
+0.4%
North America
Central America
South America excl. Venezuela
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La ocupación de marzo acaba en rojo a nivel global% var. ocupación para la semana acabando el 29 marzo
3
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Fuertes caidas en RevPAR para todos los mercadosNorteamérica – RevPAR %var, Marzo 2020
Washington D.C.-23New York-28
Boston
Miami-12
MontrealToronto
Chicago -21
Los Angeles -19
San Francisco
Vancouver -18
Mexico City -22 Santo Domingo-21
-30-24
-18-20
<00-34-66<
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Source: STR. 2020 © CoStar Realty Information, Inc.
-51.9-60
-50
-40
-30
-20
-10
0
10
20
1990 2000 2010 2020
Visión histórica de RevPAR: esta crisis presenta mayor impactoEEUU :1/1990 – 03/2020
56 Months 115 Months(out of 119)
111 Months(out of 112) str
Source: STR. 2020 © CoStar Realty Information, Inc.
0%
20%
40%
60%
80%
10/03/2020 25/03/2020 09/04/2020
Total Mexico CDMX Guadalajara Los Cabos Puerto Vallarta Cancun
México tardó más en ver el impacto y se benefició de “Spring Break”March 1st – April 18th 2020 Absolute Occupancy
March 14th
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Centroamérica afectada por COVID-19, Panamá sufreCentroamérica– RevPAR % var, moneda local, marzo 2020
Panama CitySan Jose -24
San Salvador -19
-28
Guatemala City-17
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-30%
-25%
-20%
-15%
-10%
-5%
0%
5%
10%
15%
20%
25%
2012 2013 2014 2015 2016 2017 2018 2019 2020 YTD
Supply % change Demand % change RevPAR % change
Demanda a la baja, acentuada en el primer trimester de 2020Ciudad de Panamá, primer trimestre 2020
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Source: STR. 2020 © CoStar Realty Information, Inc.
24%
39%
0%
10%
20%
30%
40%
50%
Panama City Lima BuenosAires
Bogota Santiago Sao Paulo Quito Mexico City Rio deJaneiro
San Jose
Occ March2020
San José cierra marzo con la mayor ocupación de la regiónOcupación marzo 2020, ranking
9
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Cartagena-12
El impacto de COVID19 se demora en mercados puntualesSudamérica – RevPAR % var, moneda local, marzo 2020
QuitoManaus
Brasilia-16Cusco -21
Santiago
-15
Bogota-17
Sao PauloRio de Janeiro2
Buenos Aires12
-1610
-27 Montevideo8
<00-34-66<
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Source: STR. 2020 © CoStar Realty Information, Inc.
-50%
-25%
0%
25%
Curitiba Salvador Brasilia Sao Paulo Rio de Janeiro Belo Horizonte Recife Porto Alegre Manaus
2019 Jan Feb Mar
11
Crecimiento de Brasil en 2019, continúa hasta el carnavalOcupacion % var., 2019 y enero, febrero, marzo 2020 BRL
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Source: STR. 2020 © CoStar Realty Information, Inc.
-100%
-90%
-80%
-70%
-60%
-50%
-40%
-30%
-20%
-10%
0%
01-Jan 01-Feb 01-Mar 01-Apr
Santiago: el impacto ya venía desde las protestas en 2019 % var ocupación diaria en 2020
12
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LLima lidera ocupación en respuesta a la inciativa “Apoyo Solidario”
13
05101520253035404550
0
100
200
300
400
500
OCC
ADR
LC
LIMA
Occupancy9th April 36%
RevPAR
Occ, ADR, RevPAR % Var. marzo-abril
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Source: STR. 2020 © CoStar Realty Information, Inc.
0%
50%
100%
01-Feb 01-Mar 01-Apr
China Mexico Brazil USA Canada
China comienza la recuperación, ocupación en las Américas sin cambiosOcupación %, China, US, Canada, Mexico, Brasil
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Source: STR. 2020 © CoStar Realty Information, Inc.
0%
50%
100%
Mar Apr
2019 Beijing 2019 Shanghai 2019 Hangzhou
China: lejos de los niveles de 2019 pero creciendoChina, Marzo – Abril 2020 vs 2019 Ocupación
2019
2020
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Source: STR. 2020 © CoStar Realty Information, Inc.
Conclusiones
1. Brotes verdes en China– Ocupaciones a la mitad de lo que se esperaría sin COVID-19– Impulsadas por una demanda doméstica– leisure, local, accesible
2. Recuperación en las Américas aún no ha empezado– Ocupación en su punto más bajo, hoteles siguen cerrando– Planes para aliviar confinamientos pero lejos de ver el impacto en la hotelería– Recuperación variará de país a país, y entre mercados
3. Resiliencia, colaboración e información!
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Source: 2020 STR, LLC / STR Global, Ltd. trading as "STR". © CoStar Realty Information, Inc. Any reprint, use or republication of all or a part of this presentation without the prior written approval of STR is strictly prohibited. Any such reproduction shall specifically credit STR as the source. This presentation is based on data collected by STR. The information in the presentation should not be construed as investment, tax, accounting or legal advice.
Gracias!
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Source: STR. 2020 © CoStar Realty Information, Inc.
STR provides premium data benchmarking, analytics and marketplace insights for global hospitality sectors. Founded in 1985, STR maintains a presence in 15 countries with a corporate North American headquarters in Hendersonville, Tennessee, an international headquarters in London, and an Asia Pacific headquarters in Singapore.
With data from more than 68,000 hotels across 180 countries, STR has the most comprehensive, up-to-date hotel data in the world. We hold ourselves to the highest standards for all of our data collection and reporting, including:
• Confidentiality - Complete protection of all proprietary data.
• Accuracy - Highest data integrity obtained directly from the source.
• Timeliness - Relevant and immediately actionable data, processed on an annual, quarterly, monthly andeven daily basis.
• Impartiality - Our goal is to help industries reach new heights. All of our clients across all segmentsreceive the same high level of service.
For more information please contact Patricia Boo– [email protected]
STR COVID-19 Resource Center: https://str.com/data-insights-blog/coronavirus-hotel-industry-data-news
Data Partners | STR
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