How are consumers spending during the holiday travel season? "According to the earnings calls, the travel companies were expecting a robust holiday season. There are massive bookings in he re-opening, especially Europe, for Airbnb (ABNB) and Booking Holdings (BKNG). Booking Holdings (BKNG) is outperforming Expedia (EXPE) and Airbnb (ABNB)," says Jed Kelly.
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