Here at the Lab, we are back to comment on Expedia (NASDAQ: EXPE ). In our coverage, we provided two updates on the company. In 2022, we were long with a comps analysis between Q2 2019 Vs. Q2 2022 numbers "Buy-side hedge professionals conducting fundamental, income oriented, long term analysis across sectors globally in developed markets. Please shoot us a message or leave a comment to discuss ideas.DISCLOSURE: All of our articles are a matter of opinion, informed as they might be, and must be treated as su ...

Shares of Expedia Group Inc. jumped more than 7% in after-hours trading Wednesday after the Financial Times reported Uber Technologies Inc. was considering a bid to buy the online travel company.According to the FT, Uber UBER has approached its advisers in recent months about a potential bid for Expedia EXPE, though interest is in the early stages. Citing three unnamed sources familiar with the matter, the FT said a third party first floated the idea to Uber. The ride-hailing giant has not officially reache ...

Here at Zacks, we focus on our proven ranking system, which places an emphasis on earnings estimates and estimate revisions, to find winning stocks. But we also understand that investors develop their own strategies, so we are constantly looking at the latest trends in value, growth, and momentum to find strong companies for our readers.Of these, perhaps no stock market trend is more popular than value investing, which is a strategy that has proven to be successful in all sorts of market environments. Value ...

It doesn't matter your age or experience: taking full advantage of the stock market and investing with confidence are common goals for all investors. Luckily, Zacks Premium offers several different ways to do both.The popular research service can help you become a smarter, more self-assured investor, giving you access to daily updates of the Zacks Rank and Zacks Industry Rank, the Zacks #1 Rank List, Equity Research reports, and Premium stock screens.Zacks Premium includes access to the Zacks Style Scores a ...

Based on future growth expectations, this stock is very cheap.In this video, I will explain why Expedia (EXPE -0.72%) is one of the most undervalued stocks in the market right now. Check out the short video to learn more, consider subscribing, and click the special offer link below.*Stock prices used were from the trading day of Sept. 26, 2024. The video was published on Sept. 30, 2024. ...

JHVEPhoto/iStock Editorial via Getty Images Executive summary Expedia Group (NASDAQ:EXPE) has largely been a disappointment to long-term investors, however we believe that the fortunes of the business are about to change. As you have guessed, Expedia is a value play, not a deep value situation, though. The company is strong in its key markets due to the leading scale, it is also very cash-generative and its revenues are growing. The B2B division of Expedia is experiencing rapid growth and driving the wh ...

Core Viewpoint - Expedia Group (EXPE) has shown strong performance with a 14.7% increase in shares over the past month, outperforming both the Zacks Internet Commerce industry and the Retail-Wholesale sector [1] Group 1: Company Performance and Strategy - EXPE is benefiting from its strong positioning in the online travel booking space, with robust B2B, Brand Expedia, and advertising businesses driving momentum [1] - The company plans to integrate generative AI technology into its services and enhance its portfolio through expanding partnerships, which is expected to boost customer engagement [1] - The Zacks Consensus Estimate for third-quarter 2024 revenues is projected at $4.1 billion, indicating a year-over-year growth of 4.3% [4] Group 2: Partnerships and Market Position - EXPE's expanding network of partnerships is a key driver for its growth, including a recent partnership with Ryanair to offer budget-friendly flights [2] - The introduction of Stays by Alaska Vacation, in partnership with Alaska Airlines, enhances customer experience by personalizing travel options [3] - Collaborations with Wells Fargo and Mastercard to launch co-branded credit cards provide U.S. travelers with greater flexibility and rewards [3] - Partnerships with various tourism agencies in Australia aim to improve sustainable tourism and showcase local culture [4] Group 3: Market Outlook and Competition - The global travel and tourism market is projected to reach $916 billion in 2024 and $1.11 trillion by 2029, with a CAGR of 4% from 2024 to 2029, positioning EXPE to capitalize on this growth [2] - However, rising competition from major players like TripAdvisor, Airbnb, and Booking Holdings poses risks to EXPE's market position [6] - The Zacks Consensus Estimate for 2024 revenues is pegged at $13.6 billion, indicating a rise of 5.9% year over year [5] Group 4: Earnings Estimates - The Zacks Consensus Estimate for third-quarter 2024 earnings is $6.07 per share, reflecting a year-over-year growth of 12.2%, although it has been revised down by 8.2% in the past 30 days [8] - For 2024, the consensus mark for earnings is $11.53 per share, suggesting growth of 18.9% year over year, but this figure has also been revised downward by 2.5% [8]

Expedia Group, Inc. (NASDAQ:EXPE) Deutsche Bank Technology Conference Call August 29, 2024 5:45 PM ET Company Participants Ariane Gorin - CEO Conference Call Participants Lee Horowitz - Deutsche Bank Lee Horowitz I think that's our queue. So thanks so much for joining us. We're delighted to be closing out our 2024 Deutsche Bank Technology Conference today with Ariane Gorin, the new CEO of Expedia Group. Prior to her role as CEO, Ariane has held multiple executive leadership roles at Expedia over 11 years, m ...

Core Insights - Travel companies are adapting their strategies to enhance customer engagement and bookings in response to changing consumer spending behaviors due to inflation [1][3][4] Group 1: Company Strategies - Expedia is enhancing its One Key loyalty program with a co-branded credit card and expanding its global reach to boost cross-brand engagement [1] - Airbnb is focusing on unique experiences by introducing features like Guest Favorites and Airbnb Icons to increase customer engagement [1][6] - Booking Holdings is expanding its Genius loyalty program across accommodations, flights, and car rentals to drive customer engagement [1][8] Group 2: Changes in Consumer Spending - A report indicates that U.S. families are changing their spending habits, with parents reducing discretionary spending despite higher incomes [3] - Married parents with children earning over $100,000 have cut retail purchases from an average of $147 in 2022 to $114 in 2024 [3] - Parents with children have reduced travel spending by 11% year-over-year, while childless households have increased their travel expenditure, averaging $620 annually [4] Group 3: Loyalty Programs and Customer Engagement - Expedia's One Key loyalty program has attracted new travelers, with nearly 30% of those redeeming rewards on Vrbo being new users [5] - Airbnb has seen over 150 million nights booked at highly rated listings since launching Guest Favorites, indicating strong customer engagement [7] - Booking Holdings' Genius loyalty program has resulted in a higher direct booking mix, with nearly 30% of active travelers in higher tiers [8][9]

The reasons behind the August market meltdown are numerous and are already moving into the rearview mirror of investors. A coolish reading in the July producer price index (PPI) has investors putting their foot on the gas to get ahead of the Federal Reserve cutting interest rates. It’s also a reason to consider investing in travel stocks.One rate cut, even if it’s one of 50 basis points, which the experts seem to favor, won’t do much to relieve pressure on consumers right now. But the markets are forward-th ...