CG: Booking.com vs. Expedia: Which Is the Better Travel Stock?
Industry Focus
The Motley Fool
4.6 • 854 Ratings
🗓️ 20 August 2019
⏱️ 28 minutes
🧾️ Download transcript
Summary
Booking,com and Expedia both have pretty similar business models. At their core, both companies sell travel bookings -- hotels, airfares, and rental cars primarily -- and they do so in a variety of different ways. Each company collects a fee for each booking it completes, acting as a middleman. That’s a strong business which requires no inventory but it’s also a model that comes with the risk of partners creating stronger direct relationships with their customers.
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| 0:00.0 | Welcome to Industry Focus, the show that dives into a different sector of the stock market every single day. |
| 0:08.0 | Today is Tuesday, August the 20th, and we're talking consumer goods. I'm your host Shannon Jones and I am |
| 0:14.9 | joined via Skype by foolish contributor Travel Guru. I think you've got about a |
| 0:20.9 | million titles now Dan. Danam Klein is joining us today |
| 0:25.1 | Dan how's it going? It's good I actually saw you for about 30 seconds a week ago. |
| 0:30.2 | All of 30 seconds we were able to to make happen while you were here at full HQ. |
| 0:35.0 | I don't think the listeners understand just how busy Shannon is on any given day. |
| 0:39.0 | That's so true. |
| 0:40.0 | And that was, I was pushing it for that 30 minute stretch I was pretty sure I was |
| 0:43.8 | late for a meeting with Tom Gardner at some point but I wanted to make it happen because |
| 0:48.8 | it's always always good to see you Dan and I'm really excited about today's show. |
| 0:54.5 | Last time on the Consumer Good Show, |
| 0:57.0 | we basically kicked off summer travel season |
| 1:00.3 | by diving into cruise operator stocks. |
| 1:04.3 | Today's show, we're going to continue on that travel theme, |
| 1:07.8 | especially as we approach Labor Day |
| 1:09.8 | the unofficial end of summer. |
| 1:11.9 | So we're going to be talking about online travel |
| 1:14.8 | booking stocks and maybe get a few tricks of the trade from Traveler Guru |
| 1:19.4 | himself, Dan Klein, while we're at it. But we're going to dive into two of the major online |
| 1:24.9 | travel and reservation sites booking holdings and expedia two companies Dan they |
| 1:31.0 | control over 70% of the online travel market. |
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