Vacasa Rejects DK's Bid; Expedia's B2B Push; Airbnb's Fee Policy
Good Morning Hospitality
04/21/25
•35m
About
Comments
Featured In
On today’s episode of Good Morning Hospitality, Wil Slickers, Michael Goldin, and Brandreth Canaley break down three of the biggest headlines in travel and hospitality this week.
Vacasa’s special committee officially rejected Davidson Kempner Capital Management’s improved acquisition bid of $5.75 per share, calling it “not reasonably likely” to result in a superior proposal compared to the current Casago-led offer. With the shareholder vote looming, this move may bring an end to the takeover drama.
Expedia Group is also making waves with a renewed focus on its B2B travel tech strategy. In a recent Q&A on Skift, company leadership highlighted their efforts to simplify the messaging around their B2B offerings and strengthen relationships with partners like banks, loyalty programs, and large-scale travel distributors.
And over at Airbnb, the platform is doubling down on its policies around off-platform bookings and fee transparency. A new policy update reinforces that all required fees must be disclosed at the time of booking and that moving guests off the platform is a serious violation.
From M&A tension to evolving tech strategies and policy updates, this episode dives into the forces shaping the guest and operator experience in 2025.
----
Good Morning Hospitality is part of the Hospitality.FM Multi-Media Network and is a Hospitality.FM Original
The hospitality industry is constantly growing, changing, and innovating! This podcast brings you the top news and topics from industry experts across different hospitality fields. Good Morning Hospitality publishes three thirty-minute weekly episodes: every Monday and Wednesday at 7 a.m. PST / 10 a.m. EST and every Tuesday at 8 a.m. CET for our European and UK-focused content.
Make sure to tune in during our live show on our LinkedIn page or YouTube every week and join the conversation live!
Explore everything Good Morning Hospitality has to offer:
• Well & Good Morning Coffee: Enjoy our signature roast—order here!
• Retreats: Join us at one of our exclusive retreats—learn more and register your interest here!
• Episodes & More: Find all episodes and additional info at GoodMorningHospitality.com
Thank you to all of the Hospitality.FM Partners that help make this show possible. If you have any press you want to be covered during the show, email us at goodmorning@hospitality.fm
Previous Episode
On this episode of Good Morning Outdoors, Matt is joined by guest host Robert Preston, CEO of Climb Capital and Unhitched Management. With Alex out sick, Robert brings his extensive experience in outdoor hospitality to the table, offering valuable insights into the RV and campground industry.
Matt Whitermore also shares his takeaways after attending the Live Oak Bank RV Symposium, including insights into industry valuation, lender appetite, and what makes RV parks more “investable” as an asset class. From the bank’s impressive campus to deep discussions on the future of outdoor hospitality, we compare the trajectory of RV parks to the hotel industry and explore what might lie ahead.
We also touch on Bolt Farm Treehouse’s unique approach, remember the legacy of Bud Steyer, and discuss a major refinancing move by Welcome to RJOURNEY across an 11-park portfolio.
In market trends, we break down the new GoRVing RV Owner Demographic Report and what it reveals about who's hitting the road in 2025. Plus, a spotlight on why more Canadians are choosing to stay put—and what that means for demand across North America.
A packed episode of stories, shifts, and strategies shaping the outdoor hospitality space—this week on Good Morning Outdoors!
----
Good Morning Hospitality is part of the Hospitality.FM Multi-Media Network and is a Hospitality.FM Original
The hospitality industry is constantly growing, changing, and innovating! This podcast brings you the top news and topics from industry experts across different hospitality fields. Good Morning Hospitality publishes three thirty-minute weekly episodes: every Monday and Wednesday at 7 a.m. PST / 10 a.m. EST and every Tuesday at 8 a.m. CET for our European and UK-focused content.
Make sure to tune in during our live show on our LinkedIn page or YouTube every week and join the conversation live!
Explore everything Good Morning Hospitality has to offer:
• Well & Good Morning Coffee: Enjoy our signature roast—order here!
• Retreats: Join us at one of our exclusive retreats—learn more and register your interest here!
• Episodes & More: Find all episodes and additional info at GoodMorningHospitality.com
Thank you to all of the Hospitality.FM Partners that help make this show possible. If you have any press you want to be covered during the show, email us at goodmorning@hospitality.fm
Next Episode
GMH EU: Easter Travel Trends, Cruise Emissions & Sonder's Outlook
April 22, 2025
•33m
This week, Sarah Nan DuPre and Leo Walton dive into what's driving a 24% boost in Easter travel bookings across Europe, with Italy and Greece leading thanks to warm weather and Jubilee-year demand. They discuss new EU regulations forcing cruise ships to pay for carbon emissions and what that means for over-tourism.
The episode also covers Sonder Inc.'s financial struggles, its integration with Marriott International, and whether it can live up to guest expectations. Plus, how changing climates may be shifting peak travel seasons across Europe.
----
Good Morning Hospitality is part of the Hospitality.FM Multi-Media Network and is a Hospitality.FM Original
The hospitality industry is constantly growing, changing, and innovating! This podcast brings you the top news and topics from industry experts across different hospitality fields. Good Morning Hospitality publishes three thirty-minute weekly episodes: every Monday and Wednesday at 7 a.m. PST / 10 a.m. EST and every Tuesday at 8 a.m. CET for our European and UK-focused content.
Make sure to tune in during our live show on our LinkedIn page or YouTube every week and join the conversation live!
Explore everything Good Morning Hospitality has to offer:
• Well & Good Morning Coffee: Enjoy our signature roast—order here!
• Retreats: Join us at one of our exclusive retreats—learn more and register your interest here!
• Episodes & More: Find all episodes and additional info at GoodMorningHospitality.com
Thank you to all of the Hospitality.FM Partners that help make this show possible. If you have any press you want to be covered during the show, email us at goodmorning@hospitality.fm
If you like this episode you’ll love
Promoted