Exploring the shift from travel standstill to revenge travel in the travel industry post-COVID, analyzing the sustainability of the surge in demand. Discussions on consumer behavior regarding price sensitivity, impacts on airlines - including legacy carriers and ultra-low cost carriers, and strategies adopted by major players like Delta, American, and Southwest to enhance profitability. Delving into the dynamics of customer loyalty, pricing strategies, and Airbnb's growth challenges in expanding internationally while introducing 'extraordinary experiences'.
The streamer now has Christmas football games.
First, (00:21) Nick Sciple and Ricky Mulvey discuss Netflix’s play into live TV and the bundling of streaming services. Plus, they take a quick look at earnings from Walmart.
Then, (17:12) Motley Fool Contributor Lou Whiteman joins Mary Long to discuss how airlines and Airbnb are experiencing a cooldown in travel.
Companies mentioned: NFLX, DIS, WBD, CMCSA, LUV, DAL, ABNB
Host: Ricky Mulvey
Guests: Nick Sciple, Mary Long, Lou Whiteman
Engineers: Dan Boyd, Steve Broido
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