Here's some additional datapoints:
- Similarweb traffic: VRBO traffic is above February traffic levels https://www.similarweb.com/website/vrbo.com/
- Airbnb traffic shows a V shaped recovery https://www.similarweb.com/website/airbnb.com/#overview
- VRBO drives Expedia group recovery https://www.bizjournals.com/austin/news/2020/07/07/expedia-g...
- Airbnb shows unexpected growth https://fortune.com/2020/06/30/airbnbceo-brian-chesky-bookin...
- May article showing early signs of V-shaped recovery https://www.prnewswire.com/news-releases/airbnb-booking-data...
- "Airbnb saw more nights booked for U.S. listings between May 17 and June 3 than the same period in 2019, and a similar boost in domestic travel globally." https://www.bloomberg.com/news/articles/2020-08-12/airbnb-re...