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.
The latest version of Airbnb Experiences won't be a slam dunk even with a $250 million investment, and Airbnb hiring staff with experiences on their resumes.
Pepijn Rijvers doesn't bring a ton of experience in the tours and activities sector. But he's a veteran in the online travel agency sector and in marketing, which will play a big role in Viator's prospects.
Experiences has traditionally been a low-margin business so Airbnb was never going to make a go of it tethered to a niche offering. The challenge in going mainstream is to maintain some differentiation from rivals.