Skift Take
The big hotel chains may not yet mention Airbnb in their SEC filings, but you can be certain they are aware of Airbnb's growth and funding, and likely are lobbying for authorities to clamp down on the peer-to-peer sector.
In the eyes of certain venture capitalists, Airbnb deserves a $10 billion valuation, higher than the market caps of every major hotel chain, but only four companies -- and no major chains -- even mention Airbnb in their latest annual 10-K Securities and Exchange Commission filings.
Diamond Resorts, which is in the timeshare business, indeed cites Airbnb as a competitor, and Diamond Resorts is the only hospitality company to do so in their annual financial statement.
And, Orbitz Worldwide, TripAdvisor and HomeAway round out the list of four public companies that specifically call out Airbnb as a rival.
Wyndham Worldwide, which has 103,000 vacation rentals in Europe and the U.S., doesn't mention Airbnb or HomeAway as a competitor, and neither do Hilton Worldwide and Choice Hotels. In fact, these three chains don't name any specific compeitors in their filings, nor do they mention the sharing econ
