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.

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