FlyerTalk Forums - View Single Post - Is the bloom off the rose with Priceline bidding?
Old Jan 26, 2017, 10:00 am
  #7  
rasheed
 
Join Date: Oct 2007
Programs: AA, WN, UA, Bonvoy, Hertz
Posts: 2,491
This is not observational, but directly in all of PCLN's investor filings - a similar trend is being indicated.

On the hotel side, it appears that spoiling inventory has really fallen off in a number of cities. Many hotels have no concern about offering opaque pricing that is similar to retail (or maybe discounted) retail pricing.

The explosion of hotelscombined/trivago/kayak have also made knowledge of 'hidden' pricing much more comprehensive and useful as well.

However, I still see this as only because of the current cycle where demand is very strong. Should there be a downturn due to whatever reason, opportunities will arise again.

Similar situation happened in NYOP air, which has been dropped entirely.

I believe the only category that still has useful inventory is NYOP car rental. Mostly due to competition from using Uber/Lyft instead I think. However ABG, the major vendor to PCLN has indicated in their investor releases that they are much more choosy about their opaque pricing and what business they take from there. I feel the argument is pretty weak as the car rental industry continues to hurt (although, they did get a bunch of cars really cheap recently due to problems in new car sales).

In summary, worth a glance at Express Deals (which now also appears for car rentals from time to time), but with fees, a slightly higher rate that also accrues elite value will be more useful.

Rasheed
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