Tripadvisor is feeling the heat from activist investor Starboard Value. The merging of Brand Tripadvisor and Viator's operations should enable Tripadvisor to wrangle some cost efficiencies.
So far Starboard Value hasn't publicly called for any leadership changes at Tripadvisor, but the activist investor's views aren't exactly a ringing endorsement.
Don't expect a dramatic surge in Booking.com's access to new experiences inventory. Its announcement that this will happen "incrementally" was a tip-off.
An activist investor might be just what Tripadvisor needs now that its corporate structure has changed. Analysts have plenty of ideas on what that investor might advocate for, although so far Starboard Value hasn't publicly discussed a game plan.
Today’s podcast talks about a new partnership between United and JetBlue, a possible partnership between Viator and Airbnb, and the big worries of a big airline executive.