February, 2021

Airbnb is still outperforming its traditional hospitality peers

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Airbnb (ABNB)

AirbnB is set to report earnings for the first time since it’s December 2020 IPO… How does the underlying data compare with market expectations? 

Relative to the all-time high recorded prior to the COVID lockdown, the number of consumers talking about booking accommodations through the Airbnb app has fallen -34% YoY in the last quarter.

airbnb demand vs peers

Compared with other established names in the hospitality industry, this is a relatively small decline in demand, and it seems that Wall St. also expects ABNB to outperform its peers.

Revenue estimates are locked in at -33% YoY for the reporting quarter, nearly exactly in-line with the decrease in Purchase Intent. 

Airbnb will report 20Q4 on Thursday after the bell.

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