New Skift Research Report: A Deep Dive Into Priceline’s Competitive Position in Travel 2017
Skift Take
Priceline’s growth over the past decade is nothing short of remarkable. In this report, we answer, a simple, but important question — Where do we go from here?
Today we are launching the latest report for our Skift Research subscribers, A Deep Dive Into Priceline’s Competitive Position in Travel 2017.
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In the first section of the report, we peer into each of one of the company’s brands, including Booking.com, Kayak, Agoda, Priceline.com, OpenTable, and Rentalcars.com.
We discuss how Booking.com’s decision to pursue an agency model helped fuel inventory growth and why Booking.com’s margins are so much higher than others in the industry. We then provide our thoughts on the vacation rental market and how Booking.com is positioned. Finally, we look at Booking.com’s China partnership with Ctrip.
For Kayak, we provide detailed financial estimates that go far beyond what is in the public filings. We discuss the rationale of the Momondo acquisition and why metasearch matters more than the direct financial impact to Priceline.
We provide an overview of the Agoda and Rentalcars.com brands and determine the likely financial
