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Hotels
Booking.com's Travel Sustainable program ran into a regulatory buzzsaw.
Dennis Schaal | 1 month ago
The expectation is for an increase in Sonder's overall net loss for 2022 and 2023.
Short-Term Rentals
Airbnb Plus didn't work out, and its official demise is the punctuation mark. Airbnb guests have many other ways to search for a stay, and the company's edge in exclusive listings has nothing to do with Plus.
Dennis Schaal | 7 months ago
Online Travel
In some ways, Expedia Group's potential narrowing of the take rate gap with Booking Holdings has a lot to do with Booking's strategic decisions — pushing more into the U.S. and expanding its lower-margin flights business.
Dennis Schaal | 11 months ago
First-mover advantage from online travel companies in generative AI might not hold up over the long-term. The chessboard may get overturned. Still, getting out there first doesn't hurt.
Dennis Schaal | 12 months ago
Slower supply growth and high demand aren't always necessarily bad, quite the opposite: They translate into high occupancy rates, and more revenue per booking.
Srividya Kalyanaraman | 1 year ago
