Análise do retorno do investimento efetuado na promoção turística (2007-2014).
Date
2016-04-27
Embargo
Advisor
Coadvisor
Journal Title
Journal ISSN
Volume Title
Publisher
Language
Portuguese
Alternative Title
Abstract
A indústria do turismo representa uma significativa fonte de crescimento da economia
portuguesa. Em 2014, mais de 15 milhões de turistas visitaram Portugal tendo como
objetivo negócios ou lazer. Tendo em consideração o enorme desafio económico que se
coloca a Portugal com vista a ultrapassar a grave crise financeira mundial de 2008,
torna-se imperativo explorar este segmento de mercado da forma mais eficiente
possível.
Este estudo, considerou o período compreendido entre 2007 e 2014 e tem como
objetivo a análise do retorno do investimento na promoção nacional e internacional do
turismo português.
A ferramenta usada neste estudo foi basicamente o ROI (Return of Investiment)
e os dados compilados do INE (Instituto Nacional de Estatística), B&P (Banco de
Portugal) e Pordata (Fundação Francisco Manuel dos Santos).
Em 2007 o investimento efetuado na promoção turística do destino Portugal
totalizou cerca de 36.390 milhões de Euros para um retorno de 7,4 mil milhões de
Euros. Dois anos mais tarde em 2009 com um significativo aumento do investimento
(56.855 milhões de Euros), fruto da crise económica de 2008, verificou-se um
decréscimo das receitas para 6,9 mil milhões de Euros (- 7%). Em 2014 a um
investimento na promoção de 35,3 milhões de Euros correspondeu um acréscimo de
receita para de 10,3 mil milhões de Euros (+ 39%) quando comprado com o ano de
2007.
Os meios utilizados na promoção do turismo entre 2007 e 2010 eram caros e
com resultados que não corresponderam à expetativas, decerto não só devido à crise
económica mundial de 2008, a qual teve repercussões na procura mas também devido
aos meios utilizados serem desadequados face às novas tecnologias de informação
principalmente baseadas nas redes sociais. Após 2010 a promoção começou a usar
novos canais de comunicação os quais conjugados com a recuperação económica
entretanto verificada na europa e a instabilidade social verificada nos mercados
concorrentes permitiu uma recuperação robusta e sustentada até 2014, sendo que esta
recuperação decerto que será mais pronunciada durante o ano de 2015 e seguintes.
The Industry of Tourism represents a significant source of income to the Portuguese economy. In 2014 alone, over 16 million people visited Portugal for business or leisure purposes. In view of the challenging economic situation that Portugal has and still faces since the 2008 worldwide financial crisis, it has become imperative to further improve this market segment in order to increase the country´s revenue. The aim of this study is to analyse the Return of the Investment on the National and International promotion for Tourism in Portugal. The basis of the analysis was done using the Marketing Return of Investment (ROI) tool. The data was sourced from the Portuguese National Institute of Statistics. In rough figures, in 2007, an investment of 36,390 million of Euros was made with a return of 7,4 billion of Euros. Two years later, in 2009, a significant increase in investment was made (56,855 millions of Euros) with a smaller return (6,9 billion of Euros) (- 7%). Ultimately, in 2014, an investment corresponding to 35,3 million of Euros was made with a return of 10,3 billion of Euros (+ 39%). The methods of investment in Tourism marketing were, and may still well be, expensive and old-fashioned. Between 2007 and 2010, these policies were unable to overcome the economic struggles lived during this period. Only recently, from 2010 to 2014, although we have witnessed a consistent increase in the tourist indicators, we have also noticed that this recovery is still at the same positive rate as it was back in 2007, just before the economic crisis. New updated tourism policies were adopted in 2014 but the impacts of such strategies are limited in this study due to the fact that data encompassing the full economic year of 2015 is not yet available. This is an area that can be further studied and evaluated in the future Depending on the performance of the markets and languages that the Portugal Institute of Tourism has prioritised as potential visitors – Germany, United Kingdom, Brazil, Northern Europe, Poland, USA, etc- alongside the performance of the national economy, one can assume that with the new strategies in place, the trend is for the ROI to consistently improve year after year.
The Industry of Tourism represents a significant source of income to the Portuguese economy. In 2014 alone, over 16 million people visited Portugal for business or leisure purposes. In view of the challenging economic situation that Portugal has and still faces since the 2008 worldwide financial crisis, it has become imperative to further improve this market segment in order to increase the country´s revenue. The aim of this study is to analyse the Return of the Investment on the National and International promotion for Tourism in Portugal. The basis of the analysis was done using the Marketing Return of Investment (ROI) tool. The data was sourced from the Portuguese National Institute of Statistics. In rough figures, in 2007, an investment of 36,390 million of Euros was made with a return of 7,4 billion of Euros. Two years later, in 2009, a significant increase in investment was made (56,855 millions of Euros) with a smaller return (6,9 billion of Euros) (- 7%). Ultimately, in 2014, an investment corresponding to 35,3 million of Euros was made with a return of 10,3 billion of Euros (+ 39%). The methods of investment in Tourism marketing were, and may still well be, expensive and old-fashioned. Between 2007 and 2010, these policies were unable to overcome the economic struggles lived during this period. Only recently, from 2010 to 2014, although we have witnessed a consistent increase in the tourist indicators, we have also noticed that this recovery is still at the same positive rate as it was back in 2007, just before the economic crisis. New updated tourism policies were adopted in 2014 but the impacts of such strategies are limited in this study due to the fact that data encompassing the full economic year of 2015 is not yet available. This is an area that can be further studied and evaluated in the future Depending on the performance of the markets and languages that the Portugal Institute of Tourism has prioritised as potential visitors – Germany, United Kingdom, Brazil, Northern Europe, Poland, USA, etc- alongside the performance of the national economy, one can assume that with the new strategies in place, the trend is for the ROI to consistently improve year after year.
Keywords
Turismo, Portugal, ROI, Tourism
Document Type
Master thesis
Publisher Version
Dataset
Citation
Moura, C. M. M. S. (2016). Análise do retorno do investimento efetuado na promoção turística (2007-2014). (Dissertação de Mestrado), Universidade Portucalense, Portugal. Disponível no Repositório UPT: http://hdl.handle.net/11328/1554.
Identifiers
TID
201324059
Designation
Mestrado em Finanças.
Access Type
Open Access