孩子们往往会在十几岁的时候超过父母。而旅游网站运营商TripAdvisor Inc.用了不到20个月就做到了这点。
Children often outgrow their parents by their teens. TripAdvisor Inc. TRIP -1.63% did it in less than 20 months.
在跨越这一里程碑之前,在线旅游公司Expedia Inc.的高管数月来提醒分析人士和投资者说,Priceline.com Inc.等老对手激进的营销策略可能会对今年的利润产生不利影响。
That milestone was crossed after Expedia Inc. EXPE -0.33% executives spent months
warning analysts and investors that
aggressive marketing
tactics from old rivals like Priceline.com Inc. PCLN -0.83% could hurt profits this year.
但Expedia上个月却从一个老盟友那里感受到了更为痛苦和出人意料的刺痛:曾经为其旗下子公司、现在仍然为Expedia输送许多客户的TripAdvisor。
But a more
painful and
unexpected sting came last month from an old ally: TripAdvisor, the former subsidiary that still feeds Expedia many of its customers.
从Expedia剥离一年半后,在新近独立的董事会领导下,TripAdvisor重新设计了自己的网站,在旅行评论中为客户展示更多酒店选择,而不是像以前那样通过弹出窗口将其引至Expedia等网站。
A year and a half after being spun off by Expedia and with a newly independent board, TripAdvisor redesigned its website to show shoppers more hotel options right there among its traveler reviews, rather than referring them to sites like Expedia's via pop-up windows, as it had in the past.
Expedia应对这一变化的速度较慢,其今年春季销售滑坡在一定程度上是受此影响。而TripAdvisor则连续第四个季度收益好于预期。
Expedia reacted late to the shift, and its sales suffered this spring
partly as a result. TripAdvisor, meanwhile, booked its fourth-straight quarter of better-than-expected earnings.
这个前子公司的成功表明,网上形势瞬息万变。旅行者规划行程越来越多地在那些集合了来自众多不同网络资源的产品的网站进行。
The former subsidiary's success shows how
swiftly currents can shift online, where travelers are
increasingly planning their trips on sites that
aggregate offerings from a number of different online sources.
该变化在这两家公司的股票市值中体现得非常明显。Expedia目前的市值为69亿美元,TripAdvisor的市值估计超过110亿美元,前者约比后者少40%左右。
The shift is
evident in the two companies' stock market value. At $6.9 billion, Expedia is now worth about 40% less than TripAdvisor, which is valued at more than $11 billion.
另外,这一变化在谷歌(Google)数据中也表现得很明显。谷歌与TripAdvisor在旅游搜索方面有竞争关系。有关Tripadvisor的查询量比Expedia的查询量多出近50%。不到两年前,有关后者的查询量是前者的两倍。
It is also
evident in data from Google GOOG -0.66%