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Global Newsletter & Insights Series
Gee Lefevre is a Senior Managing Director in Teneo’s Management Consulting division, where he leads Teneo’s work in Travel, Leisure, and Hospitality, as well as providing broader advisory on economics, demand, and consumer behaviour to a wide range of industries and public bodies. He is an expert on how macroeconomic, geopolitical, and cultural factors influence consumers’ behaviour, movement, and demand for products and services.
Gee’s work in the Travel sector includes extensive experience in aviation, heavy rail, bus, and broader mobility. He specialises in travel demand analysis to inform revenue recovery and growth strategy, and investment decisions. Gee has advised some of the world’s largest airline CEO’s, as part of high-profile engagements focused on recapitalisation and central government support for the aviation sector. He publishes a bi-annual global aviation forecast which is among the most detailed and robust available in the market. Outside of aviation, Gee has supported multi-billion dollar international rail franchise bids, and has led engagements involving the future of transportation, bus operations, and the impact of industrial action and disruption on rail and bus demand.
In the Hospitality and Leisure spaces, Gee supports major global chains and franchises in understanding the relationship between consumer attitudes and overall demand and revenue growth. A vast majority of this work has focused on how major events such as the Covid-19 pandemic, rapid economic flux, and structural demographic change have impacted consumers’ movement and demand for these products. Gee is an expert in the innovative use of cell tower data to map consumer movement patterns, complex economic forecasting, and scenario modelling.
Gee’s expertise have been used to support a range of broader Teneo engagements including due diligence, asset disposal, refinancing, and government intervention. He holds an MA (hons) in Philosophy, Psychology, and Physiology from the University of Oxford.
Section 01: Executive summary Falling inflation and upward wage pressure are resulting in household relief after two years of real wage decline. However, continued pressure from mortgage rates and debt accumulation means we expect consumer spending to remain suppressed. 1: Slow growth and recessionary pressure are causing the UK labour…
The UK narrowly avoided recession in 2022, and the most recent forecasts for 2023 suggest a shallower recession than was anticipated last November. Although inflation is forecast to fall, the UK economy still faces a number of challenges, including rising interest rates, wage pressures driven by inflation and a tight…
The UK narrowly avoided recession in 2022, and the most recent forecasts suggest low/stagnant growth, with the UK ultimately avoiding a technical recession that appeared inevitable in November when the country was still reeling from the impact of the previous Government's "mini budget." While inflation is forecast to fall, we…
The U.S. economy is currently experiencing levels of inflation that have not been seen in 40 years. Supply chain disruptions, rising global commodity and energy prices, volatility in major economies and underlying demographic factors have all contributed to rising prices. To manage this, the Federal Reserve has reacted quickly, raising…
Due to a series of factors – ranging from the long-term impacts of the pandemic to the ongoing effects of the conflict in Ukraine – the UK is currently exposed to a unique range of economic pressures. For the first time in 30 years, the country is operating in a…
Teneo has extensive experience in the global transportation industry, including rail, bus, road and, in particular, aviation. Over the past decade, Teneo has worked directly with the world’s largest airlines and airports, their lenders and central government to support strategic and commercial decisions across a range of topics. Since the…
The UK is experiencing its highest level of inflation in c. 40 years, driven by the aftermath of the Covid-19 pandemic, ongoing issues related to Brexit and the emerging impacts of the Russia-Ukraine conflict. Comparatively limited wage growth has resulted in a “cost of living crisis,” with energy and transport…
Teneo works with the CEOs and leaders of the world’s leading companies and institutions, providing strategic counsel across their full range of key objectives and issues . With over 1,300 professionals across 38 offices, we combine an unparalleled international network with local expertise in the areas of strategy and communications,…
Lockdowns to control the spread of the virus have led to a reduction in farebox revenues of over 90% during the COVID-19 crisis. The requirement to maintain social distancing, ongoing travel restrictions and public concerns about the safety of mass transit mean that agencies can expect significant revenue shortfalls to…
Aviation travel is significantly restricted by border closures and travel restrictions. The demand recovery trajectory is uncertain due to potentially extended travel restrictions but also economic impact and behavioral changes in customer travel. Optimizing capacity allocation during the ramp up period and longer term will be critical to financial recovery.
The coronavirus crisis is posing an existential threat to the hotel industry, with occupancy rates plummeting. It is becoming increasingly likely that the impact of this crisis will be long-term, with structural shifts in travel demand rewriting the market landscape for hotel groups and their franchisees. Groups and franchises are…
