Expedia Group, Inc. (EXPE)
Expedia: Margin Progress And Platform Upgrades - Why Cautious Optimism Prevails
Expedia's now realized merchant model and tech stack consolidation from 20+ brands to 3 core platforms create operational leverage and higher take rates compared to pure-play agency competitors like Booking. Vrbo's temporary weakness during platform migration masks underlying supply growth and pent-up marketing spend, with conversion rates already recovering above pre-replatforming levels. My Variant View: One Key loyalty program's cross-platform redemption model reduces customer acquisition costs and creates stickier retention dynamics than competitor discount-based programs, driving sustainable margin expansion.
Expedia (EXPE) is a Top-Ranked Value Stock: Should You Buy?
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Expedia: No Market Respect Yet
I maintain a Strong Buy rating on Expedia Group, Inc. with a $400 YE26 price target, citing deep value and strong cash earnings growth. Expedia's shift toward the merchant model boosts margins and cash flow, despite higher business risk, while maintaining an asset-light structure. EXPE stock trades at a significant valuation discount to peers like Booking and Airbnb, despite comparable or superior growth prospects and robust free cash flow.
Here's Why Expedia (EXPE) is a Strong Value Stock
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Why Expedia (EXPE) is a Top Value Stock for the Long-Term
The Zacks Style Scores offers investors a way to easily find top-rated stocks based on their investing style. Here's why you should take advantage.
Former Expedia moves into lingerie with La Perla takeover
Peter Kern, former chief executive of US travel giant Expedia, is set to acquire La Perla, the struggling Italian luxury lingerie brand. Italy's industry minister Adolfo Urso confirmed the deal on Tuesday, saying Kern's proposal was the strongest among competing bids.
Expedia Adds APIs to B2B Platform to Help Build Travel Packages
Expedia Group enhanced its B2B segment, Private Label Solutions, by adding APIs that help its partners build travel packages. The new offerings will provide access to rental cars, bookable experiences, trip protection insurance and air travel, the company said in a Wednesday (May 14) press release.
Live Expedia Group (Nasdaq: EXPE): Here's Why the Stock Is Tanking Over 7%
Expedia shares are plummeting by 7% today after reporting Q1 earnings. Expedia's woes are part of a broader travel industry slowdown.
Expedia's Q1 Earnings Miss Expectations, Revenues Increase Y/Y
EXPE's first-quarter 2025 results benefit from an increase in B2B and advertising revenues.
Expedia Stock Is Downgraded as Earnings Point to ‘Tough Slog' for Travel
The online travel agency said after a slowdown in demand in the first quarter, April was even softer for domestic travel.
Expedia (EXPE) Q1 Earnings: Taking a Look at Key Metrics Versus Estimates
The headline numbers for Expedia (EXPE) give insight into how the company performed in the quarter ended March 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
Expedia Group, Inc. (EXPE) Q1 2025 Earnings Call Transcript
Expedia Group, Inc. (NASDAQ:EXPE ) Q1 2025 Earnings Conference Call May 8, 2023 4:30 PM ET Company Participants Harshit Vaish - SVP of Corporate Development, Strategy & Investor Relations Ariane Gorin - Chief Executive Officer Scott Schenkel - Chief Financial Officer Conference Call Participants Justin Post - Bank of America Deepak Mathivanan - Cantor Fitzgerald Naved Khan - B. Riley Securities Trevor Young - Barclays Eric Sheridan - Goldman Sachs Conor Cunningham - Melius Research Jed Kelly - Oppenheimer Lee Horowitz - Deutsche Bank Operator Good day, everyone, and welcome to the Expedia Group Q1 2025 Financial Results Teleconference.
