Note From the EditorA Morgan Stanley study suggests that Airbnb's growth in the U.S. and Europe is slowing, and reaching a saturation point. That would be a horrid story to tell on an IPO roadshow if Airbnb, as expected, reaches that point, and we're not buying it. Although Airbnb has gone relatively mainstream in parts of the world, think of all the potential guests in both the U.S. and Europe who haven't tried it yet. Not to mention growth opportunities in the rest of the world, and new product lines.
Speaking of product lines — namely luxury fashion products — we have an interesting story today about what travel companies can learn from the challenges of luxury fashion retailers, and vice versa. Online user experience and Google burying organic search results are two parallel concerns, among many. — Dennis Schaal, Executive Editor |
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