Juan Josey's questions to Trivago NV (TRVG) leadership • Q2 2025
Question
An analyst on behalf of Juan Josey of Citigroup Inc. asked for insights on early learnings from the trivago Book and Go pilots, the strategy for scaling the product, and the key drivers behind the outsized growth in the Rest of World segment.
Answer
MD & CEO Johannes Thomas reported that trivago Book and Go delivered 'very significant double-digit conversion improvements' for pilot partners, prompting the early acquisition of Hollisto. The plan is to onboard more partners from a large pipeline. For the Rest of World segment, he attributed the strong performance to 'greenfield' markets like Japan and Turkey, where low brand awareness and less market concentration create a strong value proposition for trivago's comparison tool.