Orly? Granted, compete data is far far far from reliable, but: http://grab.by/grabs/70bf6fda125dad336eaadd829f2739f3.png http://grab.by/grabs/70bf6fda125dad336e

Orly? Granted, compete data is far far far from reliable, but: http://grab.by/grabs/70bf6fda125dad336eaadd829f2739f3.png http://grab.by/grabs/70bf6fda125dad336eaadd829f2739f3.png Look like vrbo has (and has been retaining) about a 10x multiple in traffic over airbnb. Granted, this isn't (again) reliable data, and also does not in any way speak to revenue, but this doesn't smell like unadulterated "lunch eating" to me.