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can you give us a sense of how Reserve now, pay later cancellations have been pacing relative to your expectations
Can you maybe unpack that a bit more as to what sort of the incremental investment plan looks like for 2026?
how do you think about perhaps leaning into that slowness to take some more share to take advantage of a weaker market to pick-up share
can you maybe help us unpack why the success you are seeing in some of these regions is not necessarily pulling up the overall growth rate
where do you see the greatest economic uplift for bookings from these technologies in terms of how you expect them to change consumer behavior
how do you contextualize this particular risk? And what tools do you think you have at your disposal to maybe mitigate this kind of disruption
Are you guys seeing that as a market that maybe you lean in even more than you planned previously just given that this could be an opportunity
where do you potentially see high watermarks for direct mix over time? And how does generative AI perhaps impact that
how do you contextualize the risks associated with perhaps greater competition from agentic platforms
where are you seeing the biggest contributions to your sort of consistent teens growth rate in our alternative accommodations business
your competition has clearly talked about pushing on some price in the 4Q. Did reaction to that in any way impact retail GPU?
how are you thinking about how that supply growth may be met via demand? And do you see any reason why the relationship you have seen
where do you see sort of the natural adjacencies that you can build on top of once you've sort of rolled out this new software service stack
how should we be thinking about the payback period?
how do you see that product perhaps changing the unit economics of your business over time?
can you maybe update us on the state of your retail business? Any indications on the pace of growth here
Maybe if you could help us better understand the opportunity you see here a bit more
the delta to the U.S. is quite wide right now. Is this all meant to be due to the macro environment and just the overall consumer backdrop
how are you guys thinking about what may happen to that piece of the business through any broader macro softness
contextualizing the risks to advertising revenue going forward in a world where China tariffs stay remained above 50%
what you're thinking about in terms of focus category growth next year? Should that continue to improve?
Any more details you could provide as it relates to just the specifics of how it works?
as you think about your 2026 outlook, can you comment at all if it assumes your B2C business accelerates relative to 5% you delivered this year?
do you expect to be able to sustain that into next year, presumably you do given the margin commentary.
what has evolved in your business over the last year or so to sort of reach that elusive goal?
the updated guidance perhaps suggested your B2C business could perhaps go negative this year.
how has sort of the return you've gotten on loyalty writ large evolved during your time? Are you getting the kind of repeat behavior
Can you maybe help us understand if you expect to get marketing leverage in twenty five? Is that an input to that fifty bps margin?