Core Viewpoint - Analysts expect Booking Holdings (BKNG) to report quarterly earnings of $17.22 per share, reflecting a year-over-year decline of 15.6%, while revenues are anticipated to be $4.59 billion, an increase of 4% from the previous year [1]. Earnings Estimates - The consensus EPS estimate has been adjusted downward by 2.9% over the past 30 days, indicating a reassessment by analysts [1][2]. Revenue Projections - Analysts estimate 'Revenues- Agency' at $1.59 billion, a decrease of 9.7% year-over-year [4]. - 'Revenues- Advertising and Other Revenues' are projected to reach $275.31 million, reflecting a year-over-year increase of 4.3% [4]. - 'Revenues- Merchant' is expected to be $2.72 billion, indicating a year-over-year growth of 13.8% [4]. Gross Bookings - Total 'Gross Bookings' are expected to be $46.38 billion, up from $43.50 billion in the same quarter last year [5]. - 'Gross Bookings - Agency' is projected at $16.38 billion, down from $17.80 billion year-over-year [5]. - 'Gross Bookings - Merchant' is anticipated to reach $30.00 billion, compared to $25.80 billion in the same quarter last year [6]. Units Sold - 'Units Sold - Room Nights' are expected to total 317.84 million, up from 297 million year-over-year [6]. - 'Units Sold - Airline Tickets' is projected at 13.23 million, compared to 11 million in the previous year [7]. - 'Units Sold - Rental Car Days' is estimated to be 22.89 million, up from 21 million year-over-year [7]. Stock Performance - Booking Holdings shares have decreased by 0.7% over the past month, while the Zacks S&P 500 composite has declined by 5.1% [7].

The market expects Booking Holdings (BKNG) to deliver a year-over-year decline in earnings on higher revenues when it reports results for the quarter ended March 2025. This widely-known consensus outlook is important in assessing the company's earnings picture, but a powerful factor that might influence its near-term stock price is how the actual results compare to these estimates.The stock might move higher if these key numbers top expectations in the upcoming earnings report, which is expected to be relea ...

OpenTable releases its annual Top 100 Brunch Restaurants list, with venues fit for the whole family, solo dines and everything in between SAN FRANCISCO, April 22, 2025 /PRNewswire/ -- Moms have spoken and they want to take a load off this Mother's Day. OpenTable research reveals 39% of moms have had to book their own celebratory meal, and 44% say that having someone else take the lead on decisions makes Mother's Day the most special.1 The findings also show an interest in having their own time out, with nea ...

Investment Rating - The report maintains an "Attractive" industry view for North America [8]. Core Insights - The report highlights a framework of "visibility to free cash flow (FCF) vs valuation" to analyze potential durable outperformance in the current macroeconomic environment, with META, GOOGL, and UBER identified as top performers [1][10]. - The macroeconomic outlook includes muted GDP growth expectations of 0.6% and 0.5% for 2025 and 2026, respectively, alongside firming inflation and a steady Federal Reserve [2]. - The report emphasizes the interconnectedness of e-commerce and digital advertising, noting that e-commerce drives online advertising and vice versa, with META positioned as the most resilient in the face of tariff impacts [4][5]. Summary by Sections Macro Factors - The focus is on three macro factors: business confidence, hiring trends, and consumer spending health, which are critical for driving investment and hiring decisions [2]. Tariff Exposure - The report details the estimated exposure of U.S. imports from China across various e-commerce companies, with AMZN and RVLV having around 18% exposure, while PTON and FIGS have less than 2% [3][19]. - It discusses the potential ripple effects of China tariffs on digital advertising, particularly affecting smaller businesses and 1P/3P sellers [4]. Visibility vs Valuation Framework - The report employs a quadrant analysis to assess visibility and valuation support, indicating that companies with higher visibility on earnings and cash flow are likely to receive more investor capital first [10][11]. - META and GOOGL are highlighted for their high margin and reasonable valuations, with META favored due to its audience engagement factors and innovations [13]. Company-Specific Insights - CHWY is noted for its high resilience and FCF visibility due to its autoship model, while UBER is recognized for its smaller standard deviation of FCF in 2026 [14][15]. - Companies like BKNG and DASH are also mentioned for their visibility and execution capabilities, while FIGS and PTON face more risks due to their discretionary nature and tariff impacts [16][17]. Price Target Changes - The report outlines price target adjustments for several companies, including a reduction for GOOGL from $210 to $185 and for META from $660 to $615, reflecting lowered revenue estimates due to macroeconomic pressures [39][40].

STAMFORD, Conn., April 17, 2025 (GLOBE NEWSWIRE) -- KAYAK, the world’s leading travel search engine, launches its Spring Savings Travel Hacker Report, dishing out expert tips to score the best deals this Spring. Nearly 78% of Americans cite cost as a consideration for their travel frequency, with airfare costs (50%) topping their concerns. This underscores the increasing importance of savings. But the bright side is: Data shows the average costs of flying are currently stable compared to spring last year, p ...

Core Points - Agoda's hotel booking app displays a price of 2509 yuan per night, but the final payment shows an average of 3234 yuan per night, resulting in a price difference of nearly 29% [1][3][4] - The price discrepancy is attributed to a 15% service fee and a 10% tax, which are only disclosed in small print during the final payment stage [1][6][8] - This lack of transparency in pricing has raised concerns among consumers, especially when compared to domestic OTA platforms that display all-inclusive prices [8][10][12] Pricing Transparency Issues - Consumers have reported that Agoda's pricing structure is misleading, as the initial displayed price does not include additional fees, impacting their travel budget [2][3][8] - In contrast, domestic OTAs like Ctrip and Qunar clearly indicate that their prices include taxes and fees, making it easier for consumers to understand the total cost upfront [10][12] - Agoda's customer service indicated that the pricing display depends on the hotel or supplier's policies, which can lead to inconsistencies across different platforms [12][13] Consumer Behavior and Expectations - Chinese consumers prefer to see a comprehensive price that includes all fees from the beginning, contrasting with practices in other countries where fees are often added later [13][16] - The dynamic pricing model used by Agoda, where different prices may be shown to the same consumer across various platforms, can create confusion and mistrust [13][16] - There is a call for Agoda to align its pricing display practices with local consumer expectations to better serve the Chinese market [16]

Group 1 - The travel industry is expected to experience significant growth in the coming years, particularly in online bookings, driven by favorable trends such as rising incomes and changing consumer behaviors [1] - The analysis emphasizes a fundamental approach to identifying undervalued stocks within the travel sector that possess growth potential [1] Group 2 - The article does not provide specific financial data or performance metrics related to the companies mentioned [2][3] - There is no detailed discussion on individual companies or their stock performance in the travel industry [2][3]

Group 1 - Booking Holdings is the largest player in the travel and tourism industry, particularly in rentals such as hotels, apartments, and trips [1] - The company is being covered for the first time on Seeking Alpha, indicating a new focus on its investment potential [1] Group 2 - The analysis aims to identify the best businesses globally to create a long-term portfolio that can outperform the market [1]

Core Insights - The article emphasizes the importance of a value-oriented investment approach, suggesting that valuation is more indicative of long-term opportunities or risks rather than short- to mid-term timing indicators [1]. Group 1 - The author has five years of cumulative experience in consulting and auditing firms, including roles in professional valuation and controlling positions [1]. - The article aims to inform readers rather than make specific investment decisions, highlighting that rating systems do not account for varying time horizons or investment strategies [1]. - The author expresses a tendency to rate stocks as hold/neutral, even when having a bullish or bearish inclination, indicating a cautious approach to investment recommendations [1]. Group 2 - There is a disclosure stating that the author has no current stock or derivative positions in the companies mentioned but may initiate a long position in BKNG within the next 72 hours [2]. - The article is written independently by the author, who is not receiving compensation from any company mentioned, except for Seeking Alpha [2]. - Seeking Alpha clarifies that past performance does not guarantee future results and that the views expressed may not reflect the opinions of the platform as a whole [3].

Group 1: Booking Holdings - Booking Holdings has turned a $1,000 investment into approximately $180,000 over the past 20 years, reflecting significant growth in online booking services [2][3] - The company generated over $914 million in sales in 2004, with profits of $31.5 million, and reported $23.7 billion in sales and $5.9 billion in profits last year [2][3] - Despite potential near-term economic challenges, Booking Holdings is viewed as a solid long-term investment in the travel industry [4] Group 2: Apple - Apple, with a market cap of $3.3 trillion, has transformed a $1,000 investment into about $151,000 over the past 20 years [5][8] - Recent revenue growth has been modest at 4%, but the services segment has shown a 14% increase, contributing over $26.3 billion to total revenue [6][7] - The company has generated more than $98 billion in free cash flow over the trailing 12 months, making it a reliable investment option [7] Group 3: Regeneron Pharmaceuticals - Regeneron Pharmaceuticals has increased a $1,000 investment to approximately $125,000 over the past 20 years, with significant growth in sales and profits [8][9] - The company generated over $14.2 billion in sales for 2024, with net income exceeding $4.4 billion, and its Eylea medication brought in $6 billion in revenue last year [9][10] - Regeneron has a strong pipeline of drug candidates and is considered a good buy-and-hold investment, trading at just 14 times its estimated future earnings [10]