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Booking Holdings Inc.

BKNGleader

Booking Holdings is the world's largest online travel company, connecting travelers with accommodations, transportation, and experiences through Booking.com, Priceline, Agoda, and Kayak.

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Products & Revenue

Product Revenue Share

Revenue Breakdown ($23.7B)

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Merchant Revenue (55%)
Agency Revenue (35%)
Advertising & Other (10%)

Segment Breakdown & Key Customers

Product Details

Booking.com65%

Global online accommodation reservations platform with 28 million+ listings

Priceline12%

U.S.-focused discount travel booking for hotels, flights, and rental cars

Agoda13%

Asia-focused online travel agency

Other Brands10%

Kayak (metasearch), OpenTable (restaurant reservations), and Rentalcars.com

Macro & Market Context

소비재 (경기민감)Sector News

프리미엄 vs 가성비 양극화 — 고소득 소비 견조, 중간층 압박 심화

미국 소매판매 증감 (MoM)

+0.4%

소비자신뢰지수 (Conference)

98.3

명품 시장 성장률 (글로벌)

+6% YoY

전자상거래 침투율

22%

Upcoming Catalysts

Amazon·Tesla Q1 실적 (2026.04~05)중국 5.4월 소매판매 데이터미국 4월 CPI·PCE 발표

Latest News

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AI Analysis

Click "Get AI Analysis" for an AI-powered supply chain analysis of Booking Holdings Inc..

Company Info

Headquarters

Norwalk, Connecticut, USA

Founded

1997

Employees

23,100

Sector Overview소비재 (경기민감)

Sector News

프리미엄 vs 가성비 양극화 — 고소득 소비 견조, 중간층 압박 심화

미국 소매판매 증감 (MoM)

+0.4%

소비자신뢰지수 (Conference)

98.3

명품 시장 성장률 (글로벌)

+6% YoY

전자상거래 침투율

22%

Key Themes

  • 소비 양극화 — Amazon/LVMH 프리미엄 수요 vs Dollar General 가성비
  • AI 개인화 추천 → 전환율 개선 — AMZN·JD 수혜
  • 중국 소비 회복 기대감 — LVMH·RMS 매출 반등 베팅

Upcoming Catalysts

  • Amazon·Tesla Q1 실적 (2026.04~05)
  • 중국 5.4월 소매판매 데이터