Travel Resurgence? ($ABNB, $EXPE, $BKNG)

February 14, 2022

Travel resurgence could be the economic feel-good story of 2022 if early trends hold:



+24% year-over-year is a good start, and we’re expecting pent-up demand to ramp the growth rate through the year as coronavirus fears wane. So, who’s set to benefit the most?
Booking aggregators like Expedia (EXPE) and Booking.com (BKNG) are surging in overall consumer demand mentions – nearly doubling where they were a year ago.



Hotel chains like Hilton (HLT) and Marriott (MAR) are getting a nice bump in early 2022, while Hyatt (H) showing negative growth in demand year over year is concerning, given the overall macro trend.
AirBnB’s (ABNB) 24% year-over-year demand growth is better than it looks considering that the company was a “road trip” solution for many vacationers during the pandemic, making its growth near hotel peers impressive.
Additionally, LikeFolio consumer demand data suggests that AirBnB’s demand growth rate is holding steady into the current quarter, pacing at +22% YoY.


Want deeper insights? Get Free Access to The Vault.

Related Posts

Airbnb is still outperforming its traditional hospitality peers

Airbnb (ABNB) AirbnB is set to report earnings for the […]

Read More
Expedia (EXPE) Soaring on Investor Optimism

Expedia (EXPE) Soaring on Investor Optimism Today the online travel […]

Read More
AirBnB (ABNB) Showing a Strong Spring Break

AirBnB (ABNB) Showing a Strong Spring Break AirBnB (ABNB) IPO’d […]

Read More
1 2 3 8

Related Posts

Related Reports

About LikeFolio

LikeFolio analyzes social media data to accurately predict shifts in consumer behavior. We sell data and insights to professional investors, corporate research teams, and software providers.
© 2024
 LikeFolio. All Rights Reserved.
LikeFolio