Airbnb Is Differentiated In Online Travel
Airbnb(ABNB) Seeking Alpha·2024-04-06 10:13
Thomas Barwick Airbnb (NASDAQ:ABNB) has the potential to further evolve its niche focus in online travel. By focusing on unique experiences and harnessing its balance sheet to invest in AI-assisted travel booking, I believe it could have a leg up on peers Booking Holdings and Expedia over the long term. Airbnb's Differentiating Factor From my understanding of the industry, Airbnb's two main competitors are Booking Holdings (BKNG) and Expedia (EXPE). Both of these firms are older than Airbnb in quite som ...