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    Lisa Lu • Investor

    Lisa Lu is an analyst specializing in investment research, known for her comprehensive coverage of select companies within her sector. Over her career, she has tracked performance metrics demonstrating strong returns and a high success rate for her recommendations, often recognized by platforms that rank analyst accuracy and returns. Lisa began her career in the financial industry before joining her current role at Investor, where she now covers major firms and is credited with consistently insightful analysis. She maintains professional credentials relevant to the industry, such as FINRA registration and securities licenses, underscoring her expertise and commitment to best practices.

    Lisa Lu's questions to Tuniu Corp (TOUR) leadership

    Lisa Lu's questions to Tuniu Corp (TOUR) leadership • Q2 2025

    Question

    The analyst asked for a revenue breakdown by destination for the quarter, which specific destinations drove the growth in packaged tours, and for more details about booking trends for the summer vacation period.

    Answer

    Management detailed that packaged tour revenue grew 26% year-over-year, driven by double-digit growth in domestic tours and even faster growth in outbound tours (GMV). Key growth regions were Europe, Japan, the Middle East, and emerging destinations like South America and the Caucasus, while Southeast Asia saw a decline. For the summer, family travel is a primary driver, with strong demand for domestic city tours and specific outbound destinations like Japan, Europe, and the Maldives. The company expects 7% to 12% net revenue growth for Q3.

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    Lisa Lu's questions to Tuniu Corp (TOUR) leadership • Q2 2025

    Question

    Lisa Lu, an investor, inquired about the revenue breakdown by destination for Q2 2025, asking which locations drove the growth in packaged tour revenues and requesting details on booking trends for the summer vacation season.

    Answer

    Donald Dunde Yu, Founder, Chairman and CEO, explained that packaged tour revenue grew 26% year-over-year, with outbound tours growing faster than domestic tours in terms of GMV. Europe, Japan, and the Middle East saw double-digit growth, while emerging destinations like the Caucasus grew over 100%. However, Southeast Asia declined by about 30%. For the summer, he noted strong family demand, popularity of domestic city tours and Guizhou, and double-digit growth in Japan and Europe. He also highlighted the success of a new Singapore/Malaysia itinerary promoted via live streaming.

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