Airbnb Fires at Vrbo, Hotel Share Shrinks, STRs Hold Ground

On this episode of Good Morning Hospitality, Wil Slickers, Brandreth Canaley, Michael Goldin, and Jamie Lane dig into Vrbo’s bold billboard campaign taking aim at Airbnb—and Airbnb’s sharp response in a recent Skift article. We explore what this marketing feud reveals about platform dynamics and traveler sentiment. Jamie also unpacks the latest hotel and short-term rental data from his presentations at the Hunter Hotel Advisors Conference. From shifting demand toward rural markets and larger STRs to the pause in supply growth, we analyze the signals pointing to where the market is headed. Plus, we break down key insights from Oxford Economics on macroeconomic headwinds, traveler behavior, and hotel performance trends. It’s a data-packed conversation with real implications for anyone in hospitality. This episode is brought to you by our friends at Fido! No more headaches managing your vacation homes and asking your guests to take the trash bins to the curb! Want to execute great hospitality for your guests? Get with Fido today at getfido.com/gmh ---- 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]