From Disruption to Collision: The New Competitive Dynamics

Members get 60 days free site access, $6.95/article thereafter. Airbnb is colliding with traditional hotel companies like Marriott International and Hilton. In just over a decade, the online lodging marketplace has assembled an inventory of more than 7 million rooms -- six times as much lodging capacity as Marriott managed to accumulate over 60-plus years. In terms of U.S. consumer spending, Airbnb overtook Hilton in 2018 and is on track to move ahead of Marriott.1 Although Airbnb serves similar consumer needs, it is a completely different kind of company.