Booking Holdings – GBV Outlook & Potential Recessionary Impacts

  • Public Equity
  • TMT
  • Europe


Former executive at


  • Booking Holdings’ (NASDAQ: BKNG) GBV (gross booking value) trends, discussing ADRs (average daily rates), booking volume growth and vacation rental penetration
  • Near-term demand outlook, highlighting potential inflation and recession impacts on leisure demand
  • Take rate outlook and Booking’s Preferred Partner Programme adoption
  • Merchant vs agency mix and profitability implications


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