Two Online Travel Take-Aways from the ComScore Feb Data (CAL, EXPE, JBLU)

|
 |  Includes: EXPE, JBLU, UAL
by: Mark Mahaney

Mark Mahaney Smith Barney Citigroup Here's Citigroup analyst Mark Mahaney's analysis of the ComScore February Top Online Travel Web Sites unique visitor data:

1. Expedia (EXPE) was the #1 Web travel property in February with 25.4MM unique visitors, up 11%Y/Y and down 1.7% M/M, although this does include the addition of Hotels.com traffic. A positive Dpoint.

2. JetBlue Airways (JBLU) and Continental Airlines (CAL) had the strongest Y/Y growth in February at 25% and 19% respectively. Priceline ranked 6th with 8.8MM visitors and Yahoo! Travel (YHOO) ranked 7th with 8.6MM unique visitors.