A recent look (http://dtn.fm/PJWt1) at Expedia’s (NASDAQ:
EXPE) increasingly dominant share (http://dtn.fm/C6oGP) of the roughly $1.3
trillion and growing travel market by research firm Morningstar forecast global
online penetration as climbing steadily through 2020, from around 40 percent
last year, with online travel bookings seeing as much as 10 percent growth per
year. One of the hottest segments in this massive market is alternative
lodging, where the rise of decentralized, peer-to-peer architectures and
sharing economy models have helped augment the overall space
(http://dtn.fm/1RyI9), with the most notable example being privately owned and
operated short-term accommodation marvel Airbnb.
In many ways, Airbnb has offset aggressive pricing by hotels
in what is traditionally a cyclical industry, creating a market where consumers
have more choice at a better value than ever before. This sharing economy is
now able to compete directly with incumbent operators in a major way and
demonstrates why, in an industry where increasingly dominant Expedia recently
gobbled up HomeAway, with its one million plus vacation rental listings, for nearly
$4 billion, players like Priceline Group (NASDAQ: PCLN) are finding themselves
increasingly outgunned.
It’s also a reason why alternative lodging-focused Monaker
Group, Inc. (OTCQB: MKGI), which recently moved to lock down a key partnership
with enterprise platform and solutions provider Primero Systems in order to
facilitate final integration of its NextTrip.com platform, is such an
interesting target. With some 1.2 million homes under contract via the
AlwaysOnVacations acquisition that make MKGI bigger than HomeAway, a travel
agent-based strategic overlay to supplement its market traction (a distinct
feature unlike anyone else in the industry), and a partnership with
Recruitergroup.com that gives the company access to a distribution base of some
three million people, Monaker Group is well-positioned to benefit as the
industry grows.
In a recent and exclusive interview with investor relations
firm MissionIR (http://MKGI.MissionIR.com/interview.html), CEO Bill Kerby
explained the importance of being the first in the industry to really nail the
package deal concept and provide consumers with the best bundled alternative
lodging and associated activities deals possible.
For more information, visit www.monakergroup.com
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