Why the Muse Partnerships with EXPE and CART Matter

Muse is adding EXPE as its first major OTA partner, and we detail why BKNG and ABNB may be pressured to follow suit to avoid risk of losing share. BKNG continues to screen best while EXPE is more challenged. CART has an opportunity to gain share, while META captures transactions down the funnel. EXPE and META's Muse announced a partnership allowing users to plan and book travel through EXPE directly within Muse, making EXPE the first OTA to partner with Muse. EXPE's first-mover partnership raises the stakes for BKNG and ABNB;