We’ve written before about how Airbnb-style platforms pose a threat to the hotel industry’s bottom line. (See: “Hotel Earnings Are Up—but for How Long?”) Now, these services are even starting to compete in hotels’ last big stronghold: the luxury space. After acquiring high-end rental website Luxury Retreats, Airbnb is rumored to be launching an ultra-pr…
© 2025 Hedgeye Risk Management, LLC
Substack is the home for great culture