Airbnb is an online platform that connects travelers with hosts offering unique places to stay and local experiences.
Through the years, the company has grown to become one of the world’s leading travel and hospitality brands, operating in over 220 countries and territories.
From cozy treehouses to luxurious castles, and even igloos, Airbnb provides a diverse range of options for travelers.
The company has since become a game-changer in the way people travel, and also a household name for millions of people worldwide.
Airbnb is making bold strides to make a stronger foothold in the travel industry. With a strategic push to broaden its reach and establish a commanding presence, Airbnb is positioning itself to become a major player.
And with health-related travel restrictions all over the world getting lifted, especially from China, a surge of travelers is projected to benefit Airbnb.
Take Advantage of Current Prices
And with the stock price still down by more than 50% from the highs, this could be an incredible opportunity to make a position on ABNB, before it skyrockets back to the highs again!
Over the past year, Airbnb has excelled in many important business metrics. Although a difficult economy has impacted its stock performance, the company had an outstanding year in 2022.
Anticipating a Slowdown
While Airbnb expects some slowdown in growth due to a tough economy, the expected slower growth in 2023 is not a significant concern. Just like most companies, Airbnb’s performance will vary with macro trends, but I have strong confidence in the stock delivering positive results for long-term shareholders.
Given the current economic climate, it may come as a surprise that now is a favorable time to consider investing in Airbnb. In this article, we will analyze the reasons why this is the case, and provide insights into why this opportunity should not be missed, lest you find yourself trapped on an island with nothing in it!
Why Investing in Airbnb Now is a Great Opportunity
The Airbnb market in Asia-Pacific is thriving, with a 65% increase in Q3 2022, excluding China. The potential for growth in China is tremendous, as restrictions caused by COVID-19 are now being lifted.
Though the company has closed down its domestic listings in China, they are now targeting Chinese travelers abroad as potential guests in nearby countries, and eventually Europe and the US.
This strategic approach to expanding region by region is to ensure ample supply when outbound travel from China goes back to pre-Covid levels.
Also, Wall Street should not consider Airbnb solely as a vacation stock.
Its diversity lies in its offerings in both urban and rural areas, and an increasing number of extended stays suggest a shift in usage towards remote work and short-term living arrangements, rather than just weekend trips.
It’s important to note that Airbnb’s inception occurred during the 2008 Financial Crisis, when individuals sought ways to monetize their unused rooms and homes.
This background demonstrates Airbnb’s resilience, and ability to thrive even in uncertain economic times.
Unique Advantages
Airbnb also has a unique advantage, in a way that its popularity means it doesn’t have to spend heavily on advertising. Instead, the company invests in expanding its host network, which leads to a wider variety of rental options for travelers.
This results in a profitable business model with high margins. By connecting hosts with travelers, Airbnb is able to provide a lucrative service in the short-term rental market.
To put it briefly, Airbnb is a top choice for travelers, invests in expanding its rental options, and continually grows its profits alongside its revenue. Exactly the things that are desirable for this kind of business!
Additionally, the stock’s almost 60% decline from its all-time high, has made it a particularly excellent investment opportunity, with lots of potential upsides!
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The Numbers for Airbnb
In Q3 2022, Airbnb reported beating revenue and EPS estimates. Its revenue grew 23.4% YoY from $2,237 million to $2,884 million.
Income from operations increased 41.2% YoY to $1,203 million and diluted EPS grew 46.7% YoY to $1.79.
Free cash flow also grew 81.5% YoY to $960 million.
For Q3 2022, Airbnb reported 99.7 million nights & experiences booked, representing a 25% YoY growth, but is lower than the previous quarters. GBV grew 31% YoY to $156.44 per night/experience, but was also lower than in previous quarters.
Airbnb’s In Q3 2022, performance showed improvement compared to the prior year, with higher revenue, earnings, and free cash flow growth. Additionally, it booked 99.7 million nights and experiences, a 25% YoY increase, and grew its gross booking value by 31% YoY. However, its numbers were lower compared to the previous two quarters.
At first glance, these financial numbers for ABNB would appear to be underwhelming. They are not!
Since it is likely that the global economy is headed toward a recession, these numbers are actually impressive, considering that the hard economic times forced people to spend less on non-essential things, like travel and leisure.
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Things to Watch Out for Airbnb
Many believe that an upcoming recession will negatively impact the travel industry, and hinder Airbnb’s growth. Airbnb is not the only travel-related company to experience a decline last year, as other travel-related firms like Expedia, experienced an even greater drop in stock price last year, while Booking Holdings saw a 16% decrease.
The looming recession risk is something that investors should consider, before proceeding with any investment plans this 2023.
Regulatory challenges still remain a risk to Airbnb’s future. There’s an ongoing debate over the impact of the company on local housing and the economy, with some calling it a source of supplemental income, while others accuse it of depriving locals of housing. To ensure long-term success, Airbnb must navigate and overcome these public relations hurdles.
Moving Past These Challenges
Still, Airbnb has an advantage over its competitors during an economic downturn, as its offerings can easily adjust to changing circumstances. In Q3, there was a 31% increase in single-room listings, as people sought to supplement their income.
Airbnb was founded during the previous recession, and its concept of both earning additional income and saving on travel expenses, appealed to many.
Despite these criticisms, Airbnb’s long-term growth is unlikely to be derailed by any current threats.
Its stock appears undervalued and is worth purchasing, despite some negative sentiment toward the platform.
In the future, Airbnb is expected to achieve record-breaking sales and earnings, and by then, investors will have a clearer picture of economic growth trends.
Although waiting for clarity reduces risk, the highest returns are likely for those who invest during periods of heightened pessimism, like the current one we are having now.
And if you are the type of investor that can stomach these kinds of uncertainties, this could be a fantastic opportunity for you to make money!
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