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Comment by geronb

The recovery is very surprising and counterintuitive so you are right to be skeptical.

Here's some additional datapoints:

- Similarweb traffic: VRBO traffic is above February traffic levels https://www.similarweb.com/website/vrbo.com/

- Airbnb traffic shows a V shaped recovery https://www.similarweb.com/website/airbnb.com/#overview

- VRBO drives Expedia group recovery https://www.bizjournals.com/austin/news/2020/07/07/expedia-g...

- Airbnb shows unexpected growth https://fortune.com/2020/06/30/airbnbceo-brian-chesky-bookin...

- May article showing early signs of V-shaped recovery https://www.prnewswire.com/news-releases/airbnb-booking-data...

- "Airbnb saw more nights booked for U.S. listings between May 17 and June 3 than the same period in 2019, and a similar boost in domestic travel globally." https://www.bloomberg.com/news/articles/2020-08-12/airbnb-re...

parent geronb 6 years ago

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