Spending on tours and activities may hit $300 billion by 2025. Expect to see more consolidation pressures, growth in demographic targeting, adoption of AI, and attempts to react to climate change.
Could Trivago be looking to supplement its traditional metasearch revenue with that generated by a hotel booking site? Or is it just interested in Holisto's tech?
If you work for an online travel agency and suggested it open brick-and-mortar stores to bring customers online, you would get very quizzical looks, at the least. Let's see if it works in Argentina and Brazil for Despegar/Decolar.
A potential buyer could decide to break up Tripadvisor's parts, including Viator, TheFork, and metasearch, under the theory that the parts are worth more than the whole.
Expedia Group's equity stake in American Express Global Business Travel has taken a shellacking to date, but other aspects of the deal have long-term benefits.