Seth Borko

Seth Borko, as the Senior Research Analyst and head of Skift Research, plays a pivotal role in shaping the future of the travel industry through rigorous data-driven insights. His expertise lies in synthesizing complex financial and macroeconomic data to identify emerging trends that impact travel brands, investors, and stakeholders. At Skift, Seth leads a talented team dedicated to producing in-depth, actionable reports—often exceeding 30 pages—that serve the needs of over 12,000 paying subscribers. These reports leverage a diverse array of sources, including financial statements, government and court documents, consumer surveys, and executive interviews, ensuring a comprehensive understanding of the industry landscape.

Seth’s work is distinguished by his adept use of data science techniques, such as web scraping proprietary datasets and analyzing large databases with millions of records, to uncover nuanced market signals. His proficiency in financial modeling, equity research, and capital markets enables him to evaluate the financial health of travel companies and assess investment opportunities with precision. Additionally, his skills in tools like Stata, Microsoft Excel, and PowerPoint facilitate the creation of compelling visualizations and presentations that translate complex data into strategic insights.

Key projects under Seth’s leadership include analyzing the post-pandemic recovery trajectories of global travel markets, assessing the impact of technological innovations like AI and contactless payments, and forecasting future consumer behavior trends. His ability to combine quantitative rigor with industry expertise ensures Skift Research remains at the forefront of travel industry intelligence, providing clients with the critical insights needed to navigate an ever-evolving landscape.