Baseball's N.Y. Yankees had its "core four" of Derek Jeter, Andy Pettitte, Jorge Posada, and Mariano Rivera. And Expedia has its own core four, namely Expedia.com, Hotels.com, Trivago, and Egencia as the foundation for global growth and the plan is to add regional acquisitions around the edges.
There is no question that Kayak management would kill to be the beneficiary of the kind of marketing/advertising commitment that Expedia is making to Trivago. It is really tough to compete with one hand tied behind your back.
Expedia Inc. is following the TripAdvisor playbook on Trivago, which could go the spinoff/IPO route one day. The Priceline Group, meanwhile, is focusing on Booking.com and new-prize OpenTable as priorities while being measured about Kayak's international expansion.
Even large online travel agencies like Expedia need marketing partners, and that is where the metasearch sites come in. In Expedia's view, its own subsidiary Trivago is helping Expedia compensate for the traffic it is losing, and will continue to lose, from TripAdvisor.
With TV advertising for travel sites so competitive these days, getting noticed is a big hurdle. Few people are talking about TripAdvisor's ads, but the media and public are noticing the Trivago Guy, and will likely remember the name of the site. Whether they'll use it is another question.