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Ca$htag$: Airbnb (BNB) Losing Share to Tradition

Ca$htag$: Airbnb (BNB) Losing Share to Tradition

Schwab Network · Schwab Network

July 8, 20258m 32s

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Show Notes

Likefolio’s Andy Swan shares their consumer sentiment data on Airbnb (ABNB). He notes web visits down 10% year-over-year as hotels seem to be gaining. “Airbnb is clearly losing share to traditional hotels…the luster has worn off.” App engagement is also down 3% since last year despite innovative features, and a foray into AI doesn’t seem to be helping.


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