Expedia Makes Gains as Google Hotels Is Increasingly 'Bruised'

Google Hotels is still strong, but weakened by the Digital Markets Act — and Google's own AI Overviews. Agentic AI may one day make the changes we've seen to date under the DMA a mere footnote in the evolution of travel search.

With Google Hotels under pressure and "bruised," Expedia, Tripadvisor, Trivago and a newbie, Super.com, are making gains.

Those are some of the findings in a research note from Bernstein on whether Google Hotels is "losing its relevance." The answer is: "Not yet."

Bernstein pointed to two developments that are putting pressure on Google Hotels: The European Union's Digital Markets Act forced Google Hotels to a lower position on the Google search results page, and, second, Google's own AI Overviews are slowly becoming the answer to hotel searches.

Bernstein examined 19,000 hotels across the U.S. and major European count