Robert Mollins
Research Analyst, Internet

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December PCE Report: Rideshare, Travel & Delivery...
December PCE Report: Rideshare, Travel & Delivery Focus - December PCE Results a Positive for Rid...
1-27-2023
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ABNB: Airbnb - Downgrading to Underperform; Expect to...
ABNB: Airbnb - Downgrading to Underperform; Expect to See Downward Top- and Bottom-line Revision ...
1-25-2023
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BKNG: Booking Holdings - Downgrading to Hold; See...
BKNG: Booking Holdings - Downgrading to Hold; See Balanced Risk/Reward w/ Shares Trading at Pre-C...
1-25-2023
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The Travel Data Roundup - Alt Data Points to Slight 4Q...
The Travel Data Roundup - Alt Data Points to Slight 4Q Nights Shortfall at ABNB; Traditional Lodg...
1-19-2023
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DASH: DoorDash - Data Science Points to a Modest 4Q...
DASH: DoorDash - Data Science Points to a Modest 4Q Orders Shortfall at DoorDash & Wolt
1-9-2023
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The Digital Check-in - Web Data Offers both Positive...
The Digital Check-in - Web Data Offers both Positive and Mixed Data Points for OTA Investors
1-6-2023
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Blowing Through the Windy City Rideshare Data - Chicago...
Blowing Through the Windy City Rideshare Data - Chicago Rideshare Trip Recovery Moderated Sequent...
1-5-2023
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Proprietary Rideshare Pricing & Wait Times -...
Proprietary Rideshare Pricing & Wait Times - Service Levels Improved for Both Uber & Lyft, But Ub...
1-4-2023
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The Travel Data Roundup - APAC Driving Global...
The Travel Data Roundup - APAC Driving Global Accommodation Demand Improvement While US and Europ...
12-21-2022
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DASH: DoorDash - Data Science Points to Modest 4Q...
DASH: DoorDash - Data Science Points to Modest 4Q Orders Shortfall at DoorDash & Wolt, but Raisin...
12-12-2022
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The Digital Check-in - Web Trends Improving Q/Q, But...
The Digital Check-in - Web Trends Improving Q/Q, But November Exit Rates Mixed w/ Just ABNB Seein...
12-8-2022
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The Rapid Roundup November Ed - Everything You Need to...
The Rapid Roundup November Ed - Everything You Need to Know About What Happened in the Rapid/Quic...
11-28-2022
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The All Inclusive: A Multi-Vertical Deep Dive into...
The All Inclusive: A Multi-Vertical Deep Dive into Travel Themes - Examining Key Travel Topics &...
11-18-2022
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ABNB: Airbnb - ICYMI: Airbnb Out with Its Winter Release
ABNB: Airbnb - ICYMI: Airbnb Out with Its Winter Release
11-16-2022
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ROVR: Rover Group - Solid 3Q Print & 4Q Guide, but...
ROVR: Rover Group - Solid 3Q Print & 4Q Guide, but Remain on the Sidelines
11-8-2022
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LYFT: Lyft - Cost Reduction Efforts & Increased...
LYFT: Lyft - Cost Reduction Efforts & Increased Likelihood of Achieving ‘24 Targets Overshadowed ...
11-8-2022
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ABNB: Airbnb - Adams vs Chesky: Rumble in the Concrete...
ABNB: Airbnb - Adams vs Chesky: Rumble in the Concrete Jungle
11-7-2022
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EXPE: Expedia Group - Solid 3Q Print from a...
EXPE: Expedia Group - Solid 3Q Print from a Profitability Perspective, But Still Prefer BKNG > EXPE
11-4-2022
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DASH: DoorDash - Solid 3Q Print/4Q Guide; Macro...
DASH: DoorDash - Solid 3Q Print/4Q Guide; Macro Concerns Put to Rest for Time Being; Remain Buy R...
11-4-2022
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BKNG: Booking Holdings - Solid 3Q Print; 4Q Room Night...
BKNG: Booking Holdings - Solid 3Q Print; 4Q Room Night Guidance Could Prove Conservative; Remain ...
11-3-2022

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