Hey Expedians The stock seems to be hanging b/w 120-140 for last few years( in fact since Dara left) what needs to be done to take it above $160? Comm’on.. lot of smart people here, just share things we should execute at our end and not just bashing leadership.
Let's also talk about how terrible the UI design is. Expedia literally has the worst user experience of all their subbrands. They're running like 80+ concurrent worthless AB tests in wasted efforts to appear scientific about how to approach design. But in the end they've boxed themselves into a local maximum, and we're left with the steaming pile of UI they have right now. If you want to improve something, improve that. Copy one of your subbrands - they at least know what they're doing
Dieing business model
Shit company to work with
Expedia is seen as a mature company which is at the tail end of its growth S-Curve. Unless Expedia truly innovates in its business space, the market will not reward it with a higher stock price. It’s business model does not offer anything unique which another company cannot emulate. Google has been constantly encroaching into its space. The HomeAway buy was a strategic move in the right direction, but given AirBnB is still private, it’s hard to gauge how much of a strategic buy it is. From all accounts that I have heard, Expedia has mediocre talent at best with a sprinkling of top tier talent. I know a lot of folks who work at HomeAway and Expedia and I can say that HomeAway has better infra and talent than Expedia. Unless Expedia revolutionizes the way we book vacations, I don’t see the stock go places anytime soon.
1. +1 for UI clutter 2. Still no group booking 3. Still puzzled it wasn’t below 70 as google, AMZN are innovating in the space