旅游行业 - 旅游行业在疫情后出现了繁荣，但可能面临风头被削弱的情况[1] - Expedia宣布裁员1500名员工，占总员工数的9%，因需求下降，这将对其底线造成8000万至1亿美元的影响[1] - Booking Holdings和Sabre也表示预计第一季度业绩将放缓，全年财务状况也将较弱[2] 邮轮公司 - Carnival和Norwegian Cruise Lines的股价仍比疫情前低了65%至70%[5] - Royal Caribbean的股价比全球卫生危机前高出约15%，接近创纪录的最高点[6] - Carnival虽然从疫情低谷中大幅反弹，但仍面临困难，拥有285亿美元的长期债务，只有24亿美元现金和另外50亿美元的流动性[7] - Carnival的救命稻草是邮轮需求仍然相对强劲，预订量创下历史新高，客户存款达64亿美元[8] 航空公司 - 由于波音公司高昂的成本和频繁的机械故障，航空公司的机票价格仍在下降，这可能进一步抑制需求[3] - 联合航空公司的股价仍比疫情前低了43%，波音的问题也不会有所帮助[10] - 航空公司受到飞机和飞行员短缺以及无法满足疫情后需求的能力不足的限制，如果旅行需求进一步减弱，可能会结束盈利[11] Airbnb - Airbnb在下降的市场中表现出惊人的强势，股价年初至今上涨22%，比一年前高出38%[13] - Airbnb的收入去年调整后增长了17%，利润翻了一番，总额达到近50亿美元，总预订价值增长了16%至730亿美元[14] - Airbnb通过为房东和旅行者提供最广泛的选择受益，其全球业务吸引了最大的受众，不受全球旅行需求放缓的影响[15] - Airbnb的股价仅比2021年初创下的历史最高点低约20%，管理层预计今年业务将继续增长[16]

Expedia Group (EXPE) is gaining from strong customer momentum across the globe on the back of expanding partnerships and robust solutions, which remain the key growth catalysts for the company. Its shares have gained 47.5% in the past year compared with the Retail-Wholesale sector’s 35.6% growth. In this regard, the company announced several partnerships to expand its global footprint across the Asia- Pacific, North America, Europe and the Middle East regions on the back of its robust solutions. The Asia Pa ...

股价表现 - Expedia (EXPE) 最近的股价为 $135.78，较前一天收盘价上涨了 +1.76% [1] - 在过去一个月里，这家在线旅行公司的股价下跌了 16.33%，落后于零售-批发行业的增长率 3.99% 和标普500指数的增长率 3.4% [2] 财务表现 - 投资界将密切关注 Expedia 在即将发布的财报中的表现。预计公司将报告每股收益为 -$0.36，较去年同期下降了 80% [3] - 根据 Zacks Consensus Estimates，整个财年的预计每股收益为 $12.25，营收为 $140.6 亿美元，分别较去年增长了 +26.42% 和 +9.49% [4] 分析师预测 - 分析师对 Expedia 的最新预测变动也应引起投资者的注意。这些修订通常反映了最新的短期业务趋势，可以解读为公司业务前景的良好迹象 [5] - 研究表明，这些预测变动与即将到来的股价表现有直接关系。Zacks Rank 利用这一现象，根据预测变动提供明确的可操作评级模型 [6] 评级和估值 - Zacks Rank 系统从 1 (强烈买入) 到 5 (强烈卖出)，自 1988 年以来，1 股票的年均回报率为 +25%。目前，Expedia 的 Zacks Rank 为 3 (持有) [7] - 目前，Expedia 的前瞻市盈率为 10.9，低于行业平均前瞻市盈率 19.14，意味着 Expedia 正以折扣价交易 [8] - 此外，EXPE 目前的 PEG 比率为 0.32，与被广泛接受的市盈率类似，PEG 比率也考虑了公司的预期盈利增长 [9] 行业评级 - 互联网 - 商业行业属于零售-批发行业。该行业目前的 Zacks Industry Rank 为 143，位于所有 250+ 行业的后 44% [10] - Zacks Industry Rank 通过确定组成各行业的个别股票的平均 Zacks Rank 来评估我们独特行业群体的实力。研究显示，评级排名前 50% 的行业的表现是后 50% 的两倍 [11] 提醒 - 请使用 Zacks.com 关注这些以及更多在即将到来的交易日中影响股价的指标 [12]

裁员计划 - Expedia宣布裁员8%，将裁减1,500名员工[1][2] - 裁员将导致公司面临8000万至1亿美元的重组费用[2] - 裁员将主要影响全球的产品和技术部门员工[3] - CEO Peter Kern在内部备忘录中表示，裁员是为了确保资源集中在正确的领域，并将继续投资于核心战略领域[4]

About this content About Josh Lamb After graduating from the University of Kent in the summer of 2022 with a degree in History, Josh joined Proactive later that year as a journalist in the UK editorial team. Josh has reported on a range of areas whilst at Proactive, including energy companies during a time of global crisis, aviation and airlines as the sector recovers from the pandemic, as well as covering economic, social and governance issues. Read more About the publisher Proactive financial news and onl ...

裁员计划 - Expedia集团计划裁员约1500人，占其员工总数的约8%[1] - 重组预计将导致大约8000万至1亿美元的总税前费用和现金支出，其中大部分将用于员工离职和补偿福利成本[2] 营收预警 - 2024年营收预警导致Expedia股价下跌，主要是因为航空票价下降[3] 全球运营审查 - 公司将对全球运营进行审查，预计将影响约1500个职位，但也将有助于投资于核心战略增长领域[4]

Online travel platform Expedia said Monday it was cutting about 1,500 jobs globally, or about 9% of its total workforce, as part of its “organizational and technological transformation.” The restructuring comes after Expedia warned earlier this month that revenue would moderate in 2024 as air ticket prices drop and said CEO Peter Kern was stepping down. “The business continues to evaluate the appropriate allocation of resources to ensure the most important work continues to be prioritized,” an Expedia Group ...

Following the succession from Peter Kern to Ariane Gorin, Expedia Group taps two long-time Expedia veterans to lead newly formed operating divisions SEATTLE, Feb. 21, 2024 /PRNewswire/ -- Expedia Group (NASDAQ: EXPE) today announced the appointment of Alfonso Paredes as President of Private Label Solutions and Greg Schulze as President of Travel Partners and Media, creating two new operating divisions within the Company. Ariane Gorin, current Expedia for Business president, scheduled to take over as CEO of ...

Expedia Group Inc. (EXPE, Financial) announced its full-year 2023 results earlier this month, and markets did not take kindly to developments in its earnings, with the stock dropping by 18% the day after earnings were announced. Management warned that the tailwinds in travel demand seen by the company so far in 2023 could be moderating globally in 2024, especially within air travel. But what really seems to have blindsided investors was news about Expedia's CEO, Peter Kern, stepping down from the company to ...

Edwin Tan Investment Thesis: I take the view that Expedia Group (NASDAQ:EXPE) has the capacity for further upside based on an attractive P/E ratio, continued earnings growth, and impressive revenue growth across the B2B segment. In a previous article back in September, I made the argument that Expedia Group could see significant growth from here based on strong growth in gross bookings coupled with a lower long-term debt to total assets ratio. While the stock has seen substantial growth from a price of $99 ...