| Forward Looking Booking Data Suggests Stay Defensive - WH and CHH Best Positioned for Decelerating Hotel Searches and Bookings in Coming Months
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Mollins, Robert |
2020-09-30 |
10 |
| Airbnb, Inc. - Planning on Covering Airbnb When it Goes Public? Be Sure to Check in With Your Host, GHRA
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HLT, ABNB, GRUB, MAR, CHH, H |
Mollins, Robert |
2020-09-29 |
40 |
| WH: Wyndham - Checking in with Wyndham's New & Improved Mobile App
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WH |
Mollins, Robert |
2020-09-25 |
7 |
| Fall and Winter Hotel Demand Drivers Outlook - Our Thoughts on Demand Tailwinds and Headwinds Heading into the Fall & Winter Months
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|
Mollins, Robert |
2020-09-03 |
46 |
| Three-Part Series: Fall & Winter Hotel Demand Drivers Outlook - Part Three: A Closer Look at Potential Demand Tailwind/Headwind Wild Cards Over the Next 6 Months
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|
Mollins, Robert |
2020-09-02 |
14 |
| Airbnb - ICYMI - A Few Nuggets from Recent Airbnb News Releases: Rural Stays in Vogue this Labor Day Weekend
|
HLT, WH, ABNB, MAR, CHH, H |
Mollins, Robert |
2020-09-02 |
5 |
| Fall & Winter Hotel Demand Drivers Outlook - Three-Part Series - Part Two: A Closer Look at Potential Demand Headwinds Over the Next 6 Months
|
|
Mollins, Robert |
2020-09-01 |
27 |
| Fall & Winter Hotel Demand Drivers Outlook - Three-Part Series - Part One: A Closer Look at Potential Demand Tailwinds Over the Next 6 Months
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|
Mollins, Robert |
2020-08-31 |
13 |
| H: Hyatt - Model Update
|
H |
Mollins, Robert |
2020-08-26 |
4 |
| The Front Desk Tells All - Boston - After Speaking w/ Hotel Workers 1 Thing Is Clear – Hotel Demand Will Taper in the Fall & Winter w/ No Biz Trans Demand in Sight
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Mollins, Robert |
2020-08-24 |
11 |
| Hotel Stock Performance Has Diverged from Fundamentals: Hotel Stocks Have Moved Up on Downward Revisions - An Unsustainable Trend w/ COVID Resurgence Around the Corner
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Mollins, Robert |
2020-08-17 |
13 |
| InterContinental Hotels Group PLC Conference Call Takeaways - Business Transient Demand isn’t Gone Forever, but the Pace and Magnitude of the Recovery Remains Uncertain
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|
Mollins, Robert |
2020-08-11 |
6 |
| 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
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|
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.
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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
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H |
Mollins, Robert |
2020-08-03 |
4 |