Expedia News

In a very crowded and highly competitive short-term rental field, it makes sense that Expedia Group's Vrbo would try to stand out, albeit as a travel business serving families. Why go after the backpackers and younger generation when that isn't your core customer anyway?

Trivago's incoming CEO Axel Hefer signaled Thursday that the company would change its auctions to appeal more to advertisers. Most promising is how it will now let Booking.com and other advertisers bid for different types of customers for essentially the first time.

Expedia Group's stance on resort fees could have been drafted by a United Nations diplomat. Expedia doesn't want to alienate hotels and seeks to pick up market share based on Booking Holdings' more forceful position. But it's hitting resort-fee-charging hotels right where it hurts — in the prominence of their listings.

No pain, no gain, right? Expedia's Vrbo unit, which is almost an afterthought when it comes to discussions about Airbnb, Booking.com, and Google, has been undergoing a difficult transition. In itself, changing the leadership isn't the answer, but along with other changes, perhaps it won't hurt.

The road back to a flywheel of growth would be a lengthy one for Booking Holdings. Google has a ton of data, too, as do other competitors. Can Booking Holdings create a product that is really deeper and differentiated from its rivals? That's CEO Glenn Fogel's bet.

The fact that Google is leveraging its dominance as a search engine into taking market share away from travel competitors is no longer even debatable. Expedia and TripAdvisor officials seem almost depressed about the whole thing and resigned to its impact. Is there any more room on the couch?

Behind the scenes, the reorganization within Expedia Group must be ugly. Otherwise the CEO wouldn't have cited it near the beginning of his prepared remarks during the earnings call. The last time Expedia cited a distraction like this was in 2016 when it stumbled after acquiring Orbitz Worldwide the previous year.

The so-called relevancy assessment, which had Trivago punishing big advertisers for landing pages that didn't perform well, and other factors, proved to be a multiyear disaster for the metasearch company. The company has ditched the policy — and now its CEO.

When guests stay in short-term rentals, they shouldn't have to worry that hosts might be sharing their intimate photos and personal information on Facebook, whether it be in nominally private groups or not. Airbnb, Vrbo, Facebook, and others need to be more vigilant so that their hosts aren't violating privacy policies on their platforms or elsewhere.

Expedia, Booking.com, and Ctrip are boosting the supply of sightseeing and experiences options that can be booked in merely a few clicks. But several factors are complicating any plans they may have to dominate bookings in this sector the way they have in flights and hotels.