Booking Holdings

Booking’s executive team, led by CEO Glenn Fogel since 2016, has a solid track record. Fogel previously held leadership roles at Expedia and Google, and has successfully navigated BKNG through platform integrations and macro cycles.

Under his tenure Booking has expanded into new verticals (flights, experiences, restaurant reservations via OpenTable) and leveraged technology (e.g. adopting generative AI for better recommendations). Management is clearly aligned with long-term value: insiders hold stock, and the board has supported aggressive buybacks and smart investments.

The frequent publicly-quoted comments (as in recent earnings) show management focusing on strategic long-term trends: for instance, Fogel highlighted the “Connected Trip” initiative, where cross-selling multiple services grew +30% YoY, and flight ticket sales up 44%.

There are no red flags on governance – the company is US-listed with standard shareholder protections. In sum, Booking benefits from an experienced, growth-oriented team. (It lacks a charismatic founder figure, but this has not hindered its execution.).