BKNG

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Glenn Fogel says he's counting on AI to make it better, even those customer-service wait times

Key Takeaways: Consumers remain resilient, but spending is increasingly shifting toward value, convenience, and frequent everyday purchases. Retail ETFs can bridge staples and discretionary exposure.

Booking Holdings remains a Buy, with valuation offering a solid margin of safety despite macro risks and a recent 30% stock appreciation. BKNG continues to deliver strong results: Q2 saw 5% Room Nights growth, 9% Gross Bookings growth, and a 16% increase in free cash flow. Cost savings initiatives raised expected annual run-rate savings to $650 million, supporting further investment and buybacks that enhance per-share metrics.

BKNG's Q2 earnings and revenues beat estimates as travel demand drives higher room nights and gross bookings.

Booking Holdings reported strong Q2 results, driving a ~5% post-earnings rally despite lagging the S&P 500 YTD. I maintain a 'Buy' rating on BKNG, emphasizing its growth at a reasonable price amid current market exuberance. BKNG continues to deliver healthy bookings and margin gains, even as the Iran war introduces some operational uncertainty.

Booking Holdings posted better-than-expected earnings, despite facing what its chief executive called “near-term volatility” driven by conflict in the Middle East. Investors are cheering the results.

Booking Holdings Inc (NASDAQ:BKNG, XETRA:PCE1) shares rose 6% Wednesday after the online travel company reported second-quarter results that topped Wall Street expectations, with continued travel demand supporting growth across key metrics. Booking Holdings reported adjusted earnings per share of $2.54, above estimates of $2.43 to $2.45, while revenue reached $7.35 billion, topping the $7.19 billion consensus.

Booking's Q2 call highlights resilient travel demand, higher savings and early AI gains, while geopolitical risks cloud the near-term outlook.

Diane King Hall delivers the latest insights on several earnings movers, including Shopify (SHOP) which ripped to its highest levels since January. For Booking (BKNG), Diane examines the double beat for the travel and leisure stock.