CG: Travel This Summer With TripAdvisor and Booking Holdings
Industry Focus
The Motley Fool
4.6 • 854 Ratings
🗓️ 19 June 2018
⏱️ 26 minutes
🧾️ Download transcript
Summary
Taking a vacation? Online travel agencies are one of the first places consumers go when planning their trips. We look at Booking Holdings and TripAdvisor as two options for investors in this massive, lucrative market. Stocks: FNKO, TRIP, BKNG
Transcript
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| 0:00.0 | Welcome to Industry Focus, the podcast it dives into a different sector of the stock market every day. |
| 0:06.2 | I'm your host Vincent Chen and we're in the full HQ studio today pre-recording this show for Tuesday June 19th. |
| 0:11.5 | The Summer Solstice is almost here, meaning vacations and travel |
| 0:15.0 | activity are already starting to pick up. So for this season, we're going to look at the |
| 0:18.5 | latest news from two online travel companies, booking holdings, ticker BK and G, and Trip |
| 0:23.6 | advisor, ticker TRIP. So joining me today is senior Motley Fool |
| 0:28.1 | Contributor, Osset Sharma, who's calling into the full HQ studio via Skype. |
| 0:31.5 | Hey, Osset, thanks for hopping on with us. Hey Vince, hello |
| 0:35.0 | listeners, I hope everyone's summer is getting off to a fantastic start. I know |
| 0:39.4 | mine is, and I'm pretty pumped to talk about these two companies. It's a really interesting space. But before we get into our main topic, I know that you wanted to briefly cover Funco, ticker FNKO. So this is another company actually from the IPO class of 2017, but it's not one that we spoke about during our recent IPO update episode from a few weeks ago. So Funco is a small cap, currently trading with a market capitalization of about $550 million. |
| 1:08.8 | The company priced its IPO last November at $12 per share, and It's experienced some rocky trading since then. It's |
| 1:15.1 | only recently recovered to about $10 or to above $10 per share in the past month or so. |
| 1:21.3 | And the company makes pop culture inspired consumer products so take some of your |
| 1:25.8 | favorite movie or video game characters or musicians or athletes and Funco basically |
| 1:31.4 | turns them into figurines, plush toys, apparel, and other fun items. |
| 1:36.8 | And as part of its business, the company has a lot of licensing agreements with different intellectual |
| 1:41.6 | properties including all 15 of the highest grossing movie franchises |
| 1:46.3 | in history. |
| 1:47.3 | So last year, Fundco generated $516 million of revenue, and that was 21% growth over the prior year and its primary product category has historically |
| 1:57.0 | been these figures but it's starting to branch out into different product categories. |
| 2:03.0 | So I'll stop there, Assad. |
| 2:04.4 | And at first, I will, I wanted to ask you how Funco |
... |
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