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Comment Text: You may use BB Codes in your message.	[quote=David]<p><span style="font-size:16px;">Morgan Stanley analysts draw these conclusions from a survey of 4000 travelers:</span></p> <ul> <li><span style="font-size:16px;">Only 42% of Airbnb use cannibalizes traditional hotels, 36% BnBs.</span> <li><span style="font-size:16px;">Airbnb users are wealthier than non-users.</span> <li><span style="font-size:16px;">Right now Airbnb is primarily targeting long-duration leisure stays (vice 1-night business stays).</span> <li><span style="font-size:16px;">If only 20% of Airbnb's 2020 room nights come at the expense of OTAs, OTA room-nights will be down 7% long-term</span> </ul> <p><span style="font-size:16px;">To which I would add: since Airbnb users are wealthier than hotel/BnB users, perhaps lower-priced traditional accommodations in traditional destinations are in the best shape to compete with Airbnb.</span></p>[/quote]
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David

Posted 14 November 2017:

Morgan Stanley analysts draw these conclusions from a survey of 4000 travelers:

Only 42% of Airbnb use cannibalizes traditional hotels, 36% BnBs.
Airbnb users are wealthier than non-users.
Right now Airbnb is primarily targeting long-duration leisure stays (vice 1-night business stays).
If only 20% of Airbnb's 2020 room nights come at the expense of OTAs, OTA room-nights will be down 7% long-term

To which I would add: since Airbnb users are wealthier than hotel/BnB users, perhaps lower-priced traditional accommodations in traditional destinations are in the best shape to compete with Airbnb.