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ABNB: Airbnb - ICYMI - Airbnb Shutting Down Its...
ABNB: Airbnb - ICYMI - Airbnb Shutting Down Its Associate Program
3-2-2021
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ABNB: Airbnb - Solid 4Q Print and 1Q Guide, but...
ABNB: Airbnb - Solid 4Q Print and 1Q Guide, but Reiterating Our Underperform Rating Given Stretch...
2-26-2021
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Quick Takes from BKNG's 4Q20 Earnings Call -...
Quick Takes from BKNG's 4Q20 Earnings Call - Positive Lodging Read Through on Europe for the Summ...
2-24-2021
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MAR: Marriott - ICYMI - MAR CEO Tony Capuano on CNBC
MAR: Marriott - ICYMI - MAR CEO Tony Capuano on CNBC
2-24-2021
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ABNB: Airbnb - January Short-term Rental KPIs...
ABNB: Airbnb - January Short-term Rental KPIs Materially Decelerated from December Levels; Share ...
2-23-2021
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Checking Out of 4Q Earnings Season - Wyndham Still the...
Checking Out of 4Q Earnings Season - Wyndham Still the Top Pick; Hilton One of the More Compellin...
2-22-2021
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MAR: Marriott - 4Q20 1st Look: Relatively In-line...
MAR: Marriott - 4Q20 1st Look: Relatively In-line Print; QTD RevPAR + 2021 Guidance + CEO Success...
2-18-2021
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H: Hyatt - 4Q20 1st Look: Lofty Valuation Multiple...
H: Hyatt - 4Q20 1st Look: Lofty Valuation Multiple Becoming Increasingly More Difficult to Defend...
2-17-2021
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CHH: Choice Hotels - 4Q20 1st Look: Topline &...
CHH: Choice Hotels - 4Q20 1st Look: Topline & EBITDA Miss Concerning, but Expect Street to Look T...
2-17-2021
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HLT: Hilton - 4Q20 1st Look: Expecting Investors to...
HLT: Hilton - 4Q20 1st Look: Expecting Investors to Shrug Off the Modest EBITDA/EPS Shortfall w/ ...
2-17-2021
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WH: Wyndham - Downward ’21E EBITDA Revisions Coming,...
WH: Wyndham - Downward ’21E EBITDA Revisions Coming, but Staying Constructive w/ the Internationa...
2-11-2021
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ABNB: Airbnb - Addressing the Elephant (Valuation) in...
ABNB: Airbnb - Addressing the Elephant (Valuation) in the Room Ahead of Earnings; Seeking Clarity...
2-10-2021
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Super Bowl Food for Thought - We Like the Underdogs:...
Super Bowl Food for Thought - We Like the Underdogs: Taking the Bucs this Sunday & Wyndham for th...
2-5-2021
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Proprietary Hotel Email Promotional Analysis - A Unique...
Proprietary Hotel Email Promotional Analysis - A Unique Look at Promotions – Hotel Promotional Ac...
2-4-2021
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ICYMI - SiteMinder's Top Booking Revenue Makers of...
ICYMI - SiteMinder's Top Booking Revenue Makers of 2020 - Booking, Expedia & Direct Hotel Booking...
2-4-2021
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ICYMI SiteMinder Out with Top Booking Revenue Makers of...
ICYMI SiteMinder Out with Top Booking Revenue Makers of 2020 - Booking, Expedia & Direct Hotel Bo...
2-3-2021
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Unique Data Insights into 4Q20 C-Corp Hotel Earnings -...
Unique Data Insights into 4Q20 C-Corp Hotel Earnings - Expecting Muted Share Price Reaction as Co...
2-2-2021
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Global Homesharing/OTA Web Deep Dive - vrbo Made...
Global Homesharing/OTA Web Deep Dive - vrbo Made Meaningful Progress in Expanding Its Internation...
1-25-2021
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ABNB: Airbnb - US 4Q Short-term Rental KPIs Held Steady...
ABNB: Airbnb - US 4Q Short-term Rental KPIs Held Steady Relative to 3Q, Despite December Softenin...
1-22-2021
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ICYMI - TripAdvisor Out with 2021 Global Travel Trends...
ICYMI - TripAdvisor Out with 2021 Global Travel Trends to Watch - Survey Encouraging for Global T...
1-21-2021

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