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Chase Tohanczyn ... (+3)
  • Chase Tohanczyn
  • Matthew Weiss
  • Scott Devitt

Now Arriving: September '25 Online Travel Trends

Key Findings:US hotel RevPAR growth averaged -1% Y/Y QTD through August, decelerating ~60bps from 2Q. RevPAR growth has been slightly negative the last three months after flat growth in May and April. Through the first two weeks of September, US hotel RevPAR has continued to stabilize.International

Chase Tohanczyn ... (+3)
  • Chase Tohanczyn
  • Matthew Weiss
  • Scott Devitt

Counting Clicks: August '25 Traffic Trends

Report Overview: Our analysis includes total web visits (desktop and mobile) to U.S. and international web domains, mobile app monthly active users (MAUs), daily active users (DAUs), and total time spent (where applicable). Throughout the report, we display Y/Y changes across each of these key metr

Chase Tohanczyn ... (+3)
  • Chase Tohanczyn
  • Matthew Weiss
  • Scott Devitt

Takeaways from Skift Global Forum 2025

"Building Airbnb's Next Chapter":Brian Chesky, Co-Founder and CEO at AirbnbAirbnb CEO and Co-Founder Brian Chesky addressed Airbnb's lower-than-industry growth rate and shared his plan to reinvigorate growth to the teens-to-twenty percent range. The plan is centered around leveraging AI across the

Matthew Weiss ... (+2)
  • Matthew Weiss
  • Scott Devitt

Now Arriving: August '25 Online Travel Trends

Key Findings:US hotel RevPAR growth averaged -1.4% Y/Y in July, decelerating ~100bps from 2Q. RevPAR growth has been slightly negative the last two months after flat growth in May and April. Through the first three weeks of August, US hotel RevPAR growth has stabilized, averaging -1% Y/Y.Internatio

Matthew Weiss ... (+2)
  • Matthew Weiss
  • Scott Devitt

Counting Clicks: July '25 Traffic Trends

Report Overview: Our analysis includes total web visits (desktop and mobile) to U.S. and international web domains, mobile app monthly active users (MAUs), daily active users (DAUs), and total time spent (where applicable). Throughout the report, we display Y/Y changes across each of these key metr

Matthew Weiss ... (+2)
  • Matthew Weiss
  • Scott Devitt

2Q25 Postmortem: Sentiment Guide Following Results

Following 2Q results, momentum seems most favorable for the companies below:META (Outperform) - While sentiment was already elevated ahead of the print, 2Q results were strong and guidance for 3Q was encouraging, with expectations for revenue growth ahead of initial St. estimates by ~700bps. Additi

Matthew Weiss ... (+2)
  • Matthew Weiss
  • Scott Devitt

Full Year Expectations Remain Healthy; Neutral, $20 PT

Figure 1. 2Q25 ResultsSource: Wedbush estimates, Company reportsTRIP delivered healthy 2Q results. Tripadvisor reported 2Q revenue of $529mm (6.5% Y/Y), in line with expectations. Growth was within the range of management's guide calling for growth of +5% to +8% Y/Y in the quarter. Brand Tripadviso

Matthew Weiss ... (+2)
  • Matthew Weiss
  • Scott Devitt

Travel Getting Toppy; Neutral, $130 PT

Figure 1. 2Q25 ResultsSource: Company reports, Wedbush estimates, FactSet consensusAirbnb reported strong 2Q results and provided an in-line outlook for 3Q. Nights and Experiences booked growth in 2Q of +7.4% Y/Y was ~80bps above Street estimates. Revenue and adj. EBITDA were ahead of estimates by

Matthew Weiss ... (+2)
  • Matthew Weiss
  • Scott Devitt

Now Arriving: July '25 Online Travel Trends

Key Findings:US hotel RevPAR growth has averaged -0.4% Y/Y in 2Q, from +2% Y/Y in 1Q and +4% Y/Y in 4Q24. Growth fell ~1% Y/Y in June after flat Y/Y growth (~0%) in both May and April. Trends are slightly more positive on a 2-year stacked basis, with RevPAR growth averaging +1% Y/Y in 2Q, consisten

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