- Expedia's Q1 2022 results reflect continued recovery.
- The momentum is expected to continue as international travel restrictions ease. International tourism has yet to reach pre-pandemic levels but is expected to within the next year or two.
- Near term risks are from rising inflation, particularly in core North American markets. Long term risks are from the entry of tech giants such as Google.
- A strategic shift with more focus on service quality and lesser focus on volumes could be a differentiator amid stiffening competition from tech giants.
For further details see:
Expedia Stock: Gradual Recovery