Scott Devitt and Dan Wasiolek preview Airbnb (ABNB) before its earnings report Thursday afternoon. Dan says Airbnb has been a “victim of its own success,” but thinks that based on hotel earnings this quarter it should perform well. Scott looks at its competitors, including Vrbo and Expedia (EXPE). “We’re more at a stabilization point” after outperformance during the pandemic, he adds.
The Watch List
13 Feb 2025
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