| MAR: Marriott - Hotel Management Teams Projecting Recovery Optimism – But Recovery Sustainability Very Much a Show-Me Story
|
MAR |
Mollins, Robert |
2020-08-10 |
6 |
| CHH: Choice Hotels - Great 2Q & July RevPAR, but w/ a Lofty Valuation Multiple and Little to No Demand Catalysts in Fall & Winter, We’re Sidelined
|
CHH |
Mollins, Robert |
2020-08-06 |
5 |
| HLT: Hilton - Improving Trends into July Not A Surprise, But the Return of Business Transient Demand in the Fall Remains a Show Me Story
|
HLT |
Mollins, Robert |
2020-08-06 |
5 |
| CHH: Choice Hotels - 2Q20 First Look: RevPAR Performance Doesn’t Get Any Better Than This in the Current Backdrop
|
CHH |
Mollins, Robert |
2020-08-06 |
4 |
| HLT: Hilton - HLT 2Q20 1st Look: Results Worse Than Feared; Looking for Detail on July Trends and Recovery Momentum on the Call
|
HLT |
Mollins, Robert |
2020-08-06 |
4 |
| Accor SA Conference Call Takeaways - Group/Business Demand Forever Impacted!?; Conversion Opportunities Will Arise for Brands w/ a Strong Value Proposition
|
|
Mollins, Robert |
2020-08-04 |
6 |
| H: Hyatt - Plenty of Improvements Coming Out of Chicago, but We See Zero Near-term Catalysts to Drive Multiple Expansion in Coming Qtrs.
|
H |
Mollins, Robert |
2020-08-04 |
6 |
| H: Hyatt - Ignore the Sequential RevPAR Improvement – July Trends Will Likely be the Most Challenged Among C-Corp Peers
|
H |
Mollins, Robert |
2020-08-03 |
4 |
| WH: Wyndham - 2Q Call Alleviated Investor Concern Around COVID Case Count Resurgence, but We Don’t Expect the Same from C-Corp Peers
|
WH |
Mollins, Robert |
2020-07-29 |
5 |
| WH: Wyndham - RevPAR Underwhelms, but with EBITDA Coming in 50+% Higher Than Street Expectations - We're Impressed
|
WH |
Mollins, Robert |
2020-07-28 |
|
| Hotel Sector Web Traffic Deep Dive - Wyndham’s Resilient Business Model Deserves More Respect w/ Web Trends Materially Outpacing Peers in 2Q20 and Into July
|
|
Mollins, Robert |
2020-07-27 |
38 |
| Hotel Geo Data Suggests Now Is the Time for Risk Off, Not On - Vaccine News Is Welcomed, But Reality Is Hotel Fundamentals Haven't Changed as State Reopening Reversals Weigh on Demand
|
|
Mollins, Robert |
2020-07-20 |
|
| Scandic Hotels Group AB Conference Call Takeaways - July Trends Up Materially Over June, But Focus on Autumn Months When Leisure Tapers & Corporate Has to Take Up Slack
|
|
Mollins, Robert |
2020-07-17 |
|
| Hotel Geo Data Indicates State Reversals Weighing on Demand - Now is the Time to be Defensive w/ Increasing Likelihood of Additional States Reversing Phased Reopenings as CV Cases Rise
|
|
Mollins, Robert |
2020-07-13 |
56 |
| WH: Wyndham - Wyndham Well Positioned to Capture Leisure Demand - Even as Key States See COVID Case Count Resurgence
|
WH |
Mollins, Robert |
2020-07-07 |
8 |
| Weekly Lodging Alternative Data Snapshot - Looking for US Occupancy to End Its 11-Week Sequential Improvement Streak
|
|
Mollins, Robert |
2020-07-06 |
12 |
| H: Hyatt - Our Expanded Thoughts on Hyatt's Transition to An Asset Light Model
|
H |
Mollins, Robert |
2020-07-06 |
6 |
| Weekly Lodging Alternative Data Snapshot Recap - Recapping Our Alt Data Preview for the Week Ended June 27th
|
|
Mollins, Robert |
2020-07-01 |
10 |
| MAR: Marriott - Our Expanded Thoughts on MAR's Ability to Navigate COVID
|
MAR |
Mollins, Robert |
2020-06-30 |
7 |
| CHH: Choice Hotels - Our Expanded Thoughts on Choice's Ability to Navigate COVID
|
CHH |
Mollins, Robert |
2020-06-30 |
7 |