Lodging

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Title Tickers Date Pages
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
HLT: Hilton - Our Expanded Thoughts on HLT's Ability to Navigate COVID HLT 2020-06-30 7
Weekly Lodging Alternative Data Snapshot - Our Data Indicates That US RevPAR Trends Are Holding Flat for Week Ended 6/27 with Leisure Continuing to Lead the Recovery 2020-06-29 13
WH: Wyndham - Our Expanded Thoughts on WH's Ability to Navigate COVID WH 2020-06-29 7
H: Hyatt - Our Expanded Thoughts on Hyatt's Ability to Navigate COVID H 2020-06-29 9
GHRA Lodging Valuation Framework - Addendum to Our Initiations: GHRA Valuation Drivers Framework 2020-06-27 29
CHH: Choice Hotels - Choice Among the Best Positioned to Weather the COVID Storm, But Limited Multiple Upside; Initiating w/ Hold Rating CHH 2020-06-25 7
MAR: Marriott - Time-tested Model, But Long Road to Recovery & Rising COVID Case Counts Puts Us on the Sidelines – Initiating w/ Hold Rating MAR 2020-06-25 8
H: Hyatt - Multiple Expansion Unlikely w/ Greatest COVID Headwinds; Shift to Asset Light Model in Doubt; Initiating w/ Underperform Rating H 2020-06-25 8
WH: Wyndham - Wyndham is the Better “Choice” at a Meaningful Valuation Discount; Initiating Coverage with a Buy Rating WH 2020-06-25 8
HLT: Hilton - Great Model, But Lack of Clarity Around Business Transient Recovery Pace Puts Us on the Sidelines – Initiating w/ Hold Rating HLT 2020-06-25 8

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