Palliser Capital urges Tripadvisor to consider sale amid strategic concerns - Bloomberg

Published 05/08/2025, 13:54
© Reuters.

Investing.com -- Palliser Capital is pushing Tripadvisor (NASDAQ:TRIP) Inc. to explore a potential sale, adding to the pressure the travel booking and review site already faces from another high-profile activist shareholder.

The London-based investment firm expressed concerns that the legacy Tripadvisor.com business is negatively impacting performance and eroding shareholder value, according to a report from Bloomberg, citing a July letter sent to the company’s board.

Palliser is calling for Tripadvisor to establish a strategic committee to address several issues, including how to unlock value from its high-growth brands such as Viator and TheFork. The firm also wants a review of the company’s employee incentive program and capital allocation strategy.

"The company is caught between two fundamentally different strategic identities," Palliser Chief Investment Officer James Smith wrote in the letter. "This internal conflict is holding back its most promising venture – Viator, stifling growth and innovation, weakening its competitive edge and costing it the investor attention and valuation it should command."

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