Lodging

Title Tickers Date Pages
MAR: Marriott - Hotel Management Teams Projecting Recovery Optimism – But Recovery Sustainability Very Much a Show-Me Story MAR 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 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 2020-08-06 5
CHH: Choice Hotels - 2Q20 First Look: RevPAR Performance Doesn’t Get Any Better Than This in the Current Backdrop CHH 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 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 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 2020-08-04 6
H: Hyatt - Ignore the Sequential RevPAR Improvement – July Trends Will Likely be the Most Challenged Among C-Corp Peers H 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 2020-07-29 5
WH: Wyndham - RevPAR Underwhelms, but with EBITDA Coming in 50+% Higher Than Street Expectations - We're Impressed WH 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 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 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 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 2020-07-13 56
WH: Wyndham - Wyndham Well Positioned to Capture Leisure Demand - Even as Key States See COVID Case Count Resurgence WH 2020-07-07 8
Weekly Lodging Alternative Data Snapshot - Looking for US Occupancy to End Its 11-Week Sequential Improvement Streak 2020-07-06 12
H: Hyatt - Our Expanded Thoughts on Hyatt's Transition to An Asset Light Model H 2020-07-06 6
Weekly Lodging Alternative Data Snapshot Recap - Recapping Our Alt Data Preview for the Week Ended June 27th 2020-07-01 10
MAR: Marriott - Our Expanded Thoughts on MAR's Ability to Navigate COVID MAR 2020-06-30 7
CHH: Choice Hotels - Our Expanded Thoughts on Choice's Ability to Navigate COVID CHH 2020-06-30 7

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