Lodging

Title Tickers Date Pages
Forward Looking Booking Data Suggests Stay Defensive - WH and CHH Best Positioned for Decelerating Hotel Searches and Bookings in Coming Months 2020-09-30 10
Airbnb, Inc. - Planning on Covering Airbnb When it Goes Public? Be Sure to Check in With Your Host, GHRA HLT, ABNB, GRUB, MAR, CHH, H 2020-09-29 40
WH: Wyndham - Checking in with Wyndham's New & Improved Mobile App WH 2020-09-25 7
Fall and Winter Hotel Demand Drivers Outlook - Our Thoughts on Demand Tailwinds and Headwinds Heading into the Fall & Winter Months 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 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 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 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 2020-08-31 13
H: Hyatt - Model Update H 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 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 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 2020-08-11 6
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

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