Motley Fool Money Time to Buy Industrial REITs?
Aug 4, 2022
Maria Gallagher, a senior analyst specializing in travel and footwear, discusses Booking Holdings' impressive growth amid fierce competition and Crocs' struggles with margins after acquiring Hey Dude. Meanwhile, Matt Argersinger, a real estate expert, analyzes the impact of Amazon's warehouse decisions on industrial REITs, exploring potential buying opportunities amidst market shifts. Together, they highlight the evolving landscape of both travel and real estate investing in today's economy.
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Travel Recovery and Booking Holdings
- Booking Holdings' Q2 results show a positive travel recovery trend, with room nights booked surpassing 2019 levels.
- Their focus on enhancing the loyalty program and "connected trip vision" should further drive engagement.
Experiences and Loyalty in Travel
- Both Booking Holdings and Airbnb are expanding beyond just transactions, aiming to provide broader travel experiences.
- Building loyalty programs around this could be a powerful strategy.
Groupon Acquisition Idea
- Maria Gallagher suggests that acquiring Groupon could benefit both Airbnb and Booking Holdings.
- She believes it would provide a broader experience base, although Chris Hill disagrees about Groupon's brand value.