Expedia Group

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Online travel giants see European recovery but highlight Delta worries

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Both Booking Holdings and Expedia Group managed to cut their operating losses in the second quarter.

The Latest

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    Video - In Focus
    Elaine Simon joins Alexi Khajavi this week to review the latest earnings results. The drive-to, non-urban, leisure hotels have proved to perform much stronger compared to other assets.  Wyndham have reported they are doubling their dividends, a clear sign of optimism. Elaine takes a deeper look at their net unit growth which only shows further signs of growth for the company. The diversity and strength of their brands will be very important as travellers return to brands they know and trust.  How are the OTAs going to compete if brands are the biggest deciding factor for travellers? Expedia reported that Vrbo was the only part of the business that demonstrated signs of growth for 2020 in what they described as an extremely difficult year.  Pandox, remain optimistic for 2021 despite a difficult fourth quarter. Three of its leading markets are Sweden, Germany and UK which have been hit badly by the pandemic but they have a strong strategy for the year ahead. Never miss a thing, sign up for our weekly newsletters 
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    Video - In Focus
    As results roll in, Alexi Khajavi and Elaine Simon review those first to release their performance figures: Expedia, Pandox and Wyndham. Diversity appears to be key for Wyndham, the breadth of their iconic brands within their portfolio as well as locations. While over at Pandox, the diversity of their business model and operations is "playing to their strengths right now." Anders Nissen, CEO of Pandox, joined Alexi this week to discuss in detail their successes and challenges of 2020 while they "prepare for a brighter future." Alexi asks Elaine "what is it that makes them so optimistic?" 
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    Distribution
    Direct bookings have been taking market share from the OTAs, a trend which has accelerated this year, according to a study from D-Edge.
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    Technology
    Expedia has announced that key insights from its revenue performance product will be shared with select hospitality technology companies through a new API.
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    Video - In Focus
    This week Katherine is joined by Vrbo's Karen Mullins, Director Market Insights EMEA, Expedia Group to discuss the group's performance in the home rental sector. They look at demand drivers, destinations and what sets them apart from rival group Airbnb. Don't miss the full In Focus episode roundup here. 
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    Video - In Focus
    Results are rolling in from the big global players as both Accor and IHG announced results this week. IHG refer to a muted recovery while Accor calls on discipline. And what will be of Marriott? We also hear from Vrbo's Karen Mullins as she describes how the Expedia group's brand is performing with continued rise in extended stay.  And Alexi and Katherine are placing bets, join us to find out what is at stake! Watch the latest In Focus episode here. 
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    Insider
    The third-quarter earnings season has, so far, taught us that this is the pandemic of the marginal. Over the summer we heard Hilton talk about about the lower-priced leisure demand - “the biggest bucket of demand” which, incidentally, was the OTAs feeding ground and something of an aberration for the big branded players.