It’s not everyday that businesses can boast market opportunities that top $1 trillion. But in this episode of Industry Focus: Consumer Goods, Vincent Shen and senior Motley Fool contributor Asit Sharma cover two companies that can do exactly that: Booking Holdings (NASDAQ:BKNG) and TripAdvisor (NASDAQ:TRIP).
However, their approaches to the large and fast-growing travel industry are quite different. Find out how each company makes its money, major risks, and which of the two is better-positioned long term.
The cast also discusses another side of the consumer goods market: Funko (NASDAQ:FNKO) and its recent IPO.
A full transcript follows the video.
This video was recorded on June 19, 2018.
Vincent Shen: Welcome to Industry Focus, the podcast that dives into a different sector of the stock market every day. I’m your host, Vincent Shen, and we’re in the Fool HQ studio today, pre-recording this show for Tuesday, June 19th.
The summer solstice is almost here, meaning vacations and travel activity are already starting to pick up. For this season, we’re going to look at the latest news from two online travel companies, Booking Holdings, ticker BKNG, and TripAdvisor, ticker TRIP.
Joining me today is senior Motley Fool contributor, Asit Sharma, who’s calling in to the Fool HQ studio via Skype. Hey, Asit! Thanks for hopping on with us!
Asit Sharma: Hey, Vince! Hello, listeners! I hope everyone’s summer is getting off to a fantastic start.
Shen: I know mine is. I’m pretty pumped to talk about these two companies. This is a really interesting space.
But before we get into our main topic, I know that you wanted to briefly cover Funko, ticker FNKO. This is another company from the IPO class of 2017, but it’s not one that we spoke about during our recent IPO update episode from a few weeks ago. Funko is a small-cap, currently trading with a market capitalization of