Expedia's Stock Gained 3.4% Monday. Airbnb's Gained 19%. Guess Which One Runs Your Distribution.
Expedia's B2B segment grew bookings 24% last quarter while its consumer side crawled at 5%, and that split should matter more to hotel operators than any stock ticker. The question is whether the platform you're paying to fill rooms is building for your guests or building for its next earnings call.