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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製品と売上

製品別売上シェア

売上内訳 ($23.7B)

静的データ（リアルタイム財務ロード中…）

Merchant Revenue (55%)

Agency Revenue (35%)

Advertising & Other (10%)

セグメント構成と主要顧客

製品詳細

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

サプライチェーン関係

パートナー

Marriott International, Inc.

Hotel inventory and booking partnerships

影響: High — major hotel supplier

Hilton Worldwide Holdings Inc.

Hotel inventory listings

影響: High — major hotel supplier

主要顧客

Alphabet Inc. (Google)

Search advertising spend

影響: High — largest advertising channel

マクロ・市場概況

소비재 (경기민감)セクターニュース

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%

次の主要イベント

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

AI分析

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企業情報

本社所在地

Norwalk, Connecticut, USA

設立

1997

従業員数

23,100

ウェブサイト

bookingholdings.com

セクター概況 — 소비재 (경기민감)

セクターニュース