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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产品与营收

产品营收占比

营收构成 ($23.7B)

静态数据（加载实时财务…）

Merchant Revenue (55%)

Agency Revenue (35%)

Advertising & Other (10%)

业务板块构成与主要客户

产品详情

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

供应链关系

合作伙伴

Marriott International, Inc.

Hotel inventory and booking partnerships

影响: High — major hotel supplier

Hilton Worldwide Holdings Inc.

Hotel inventory listings

影响: High — major hotel supplier

主要客户

Alphabet Inc. (Google)

Search advertising spend

影响: High — largest advertising channel

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

Norwalk, Connecticut, USA

成立时间

1997

员工人数

23,100

官网

bookingholdings.com

行业概况 — 소비재 (경기민감)

行业新闻