In the six months leading up to their fourth quarter earnings calls, the stock price for both Priceline  and Expedia were down about 20%, with the strong dollar and Airbnb’s success causing concern.

As consumers become more comfortable with room sharing long-term, the hotel sector may see more rapid market share declines. But it appears that Expedia and Priceline are positioning themselves to take advantage of the opportunity, looking to expand into the traditional vacation rental market and urban sharing economy Airbnb has created.

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