Airbnb, Inc.

ABNBleader

Airbnb operates the world's largest home-sharing and short-term rental marketplace, disrupting the hotel industry by enabling individuals to rent out properties or rooms to travelers. It is highly profitable (~30% EBITDA margin) with asset-light business model.

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产品与营收

产品营收占比

营收构成 ($11.1B)

静态数据（加载实时财务…）

Nights & Experiences Booked (100%)

业务板块构成与主要客户

产品详情

Short-Term Rental Marketplace96%

Peer-to-peer home and room rental marketplace with 7M+ active listings in 220+ countries. Platform takes ~14% guest service fee and ~3% host service fee.

Airbnb Experiences4%

Local activities and tours hosted by residents, booked through the platform.

供应链关系

竞争对手

Booking Holdings Inc.

Vacation rental / travel booking

影响: major competitor

Marriott International, Inc.

Short-term accommodations

影响: alternative lodging

宏观与市场背景

소비재 (경기민감)行业新闻

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%

近期催化剂

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

AI 分析

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企业信息

总部

San Francisco, CA

成立时间

2008

员工人数

6,900

官网

airbnb.com

行业概况 — 소비재 (경기민감)

行业新闻