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Business Travel
As in the planned American Express Global Business Travel Group merger with CWT, many marriages have in-law issues.
Dennis Schaal | 4 weeks ago
Online Travel
Even Tripadvisor would agree that the sum of its parts is likely worth more the whole. That's what a potential buyer is likely thinking.
Dennis Schaal | 2 months ago
If you work for an online travel agency and suggested it open brick-and-mortar stores to bring customers online, you would get very quizzical looks, at the least. Let's see if it works in Argentina and Brazil for Despegar/Decolar.
A potential buyer could decide to break up Tripadvisor's parts, including Viator, TheFork, and metasearch, under the theory that the parts are worth more than the whole.
Expedia Group's equity stake in American Express Global Business Travel has taken a shellacking to date, but other aspects of the deal have long-term benefits.
Short-Term Rentals
M&A in short-term rentals isn't new, but players today prefer to remain quiet about the deals and their value.
Srividya Kalyanaraman | 3 months ago
Tour Operators
Don't get too excited. Today's Thomas Cook, operated by Fosun, is a shell of its former self.
Reuters | 3 months ago
Consolidation is coming to all aspects of the short-term rental sector.
Business travelers know their livelihoods may depend on getting out on the road to nurture relationships with clients. Bean counters, concerned about inflation and sustainability issues, may block those trips.
Dennis Schaal | 4 months ago
It's a merger of equals, for strength, scale and growth.
Srividya Kalyanaraman | 4 months ago
