Vacasa Rejects DK's Bid; Expedia's B2B Push; Airbnb's Fee Policy

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 [email protected] Learn more about your ad choices. Visit megaphone.fm/adchoices