Online Travel Agencies: The Durable Economics of Perishable Inventory
Автор: Harding Loevner
Загружено: 2025-11-12
Просмотров: 45
Описание:
Tim Kubarych, Co-Deputy Director of Research, sits down with Consumer Discretionary analyst Sergei Pliutsinski to discuss the economics underpinning Online Travel Agencies (OTAs).
From the perishability of travel inventory to the global fragmentation of hotel markets, Sergei offers insights into why OTAs remain essential despite growing competition and technological disruption. The discussion explores how AI, post-COVID recovery, and evolving business models are reshaping the travel landscape — and why the market may be underestimating the long-term profitability of these platforms.
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