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HLT: Hilton - 4Q RevPAR Not as Bad as Feared, but w/...
HLT: Hilton - 4Q RevPAR Not as Bad as Feared, but w/ the Stock Trading at Over 17x ’22E EBITDA We...
1-19-2021
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ABNB: Airbnb - ICYMI - Key Takeaways from Brian...
ABNB: Airbnb - ICYMI - Key Takeaways from Brian Chesky’s Presentation
1-14-2021
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ABNB: Airbnb - Section 230 of the CDA Only Applies to...
ABNB: Airbnb - Section 230 of the CDA Only Applies to Social Media Companies, Right? Think Again ...
1-11-2021
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Homesharing Web Deep Dive - Smaller STRs Growing Much...
Homesharing Web Deep Dive - Smaller STRs Growing Much Faster Than Airbnb & vrbo, but Faster % Gro...
1-11-2021
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Hotel Sector Web Traffic Deep Dive - WH the Most...
Hotel Sector Web Traffic Deep Dive - WH the Most Digitally Resilient C-Corp in the 4Q; the Stock’...
1-8-2021
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ABNB: Airbnb - Can Airbnb Take Share from Hotels? We...
ABNB: Airbnb - Can Airbnb Take Share from Hotels? We Think So, but Expect Share Gains to Temporar...
1-7-2021
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Hotel Email Promotional Analysis - A Unique look at...
Hotel Email Promotional Analysis - A Unique look at Promotions - WH & CHH Utilizing Loyalty Datab...
1-5-2021
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ABNB: Airbnb - Ample Growth Runway Ahead in China, but...
ABNB: Airbnb - Ample Growth Runway Ahead in China, but an Uphill Battle w/ Intense Local Competit...
12-21-2020
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ABNB: Airbnb - Highlights from the AirDNA/GHRA...
ABNB: Airbnb - Highlights from the AirDNA/GHRA Short-term Rental Market Webinar
12-17-2020
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Rising Case Counts Impacting Lodging Demand - Lodging...
Rising Case Counts Impacting Lodging Demand - Lodging Conversion Rates Up with Window Shoppers St...
12-16-2020
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ABNB: Airbnb - Valuation Too Lofty & w/ Buyside...
ABNB: Airbnb - Valuation Too Lofty & w/ Buyside Looking to Realize Gains, Shares Poised to Face P...
12-14-2020
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ABNB: Airbnb - Topline Growth Story w/ Numerous LT...
ABNB: Airbnb - Topline Growth Story w/ Numerous LT Levers to Pull to Drive Further GBV Upside & I...
12-9-2020
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Airbnb IPO Prep - October Short-term Rental KPIs - US...
Airbnb IPO Prep - October Short-term Rental KPIs - US Gross Booking Improvement in October Driven...
11-23-2020
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Airbnb, Inc. (ABNB) - Don't Have Time to Read a 400...
Airbnb, Inc. (ABNB) - Don't Have Time to Read a 400 Plus Page S-1? We Have You Covered
11-17-2020
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Here's What you Need to Know Exiting 3Q Earnings...
Here's What you Need to Know Exiting 3Q Earnings Season - Vaccine News Won’t Change NT Consumer D...
11-12-2020
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MAR: Marriott - Solid 3Q, but Staying on the Sidelines...
MAR: Marriott - Solid 3Q, but Staying on the Sidelines w/ Shares Trading at 14x ‘22E EBITDA w/ Fe...
11-6-2020
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MAR: Marriott - Big EBITDA Upside on a Modest RevPAR...
MAR: Marriott - Big EBITDA Upside on a Modest RevPAR Miss; Cost Control Efforts and QTD Trends Wi...
11-6-2020
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CHH: Choice Hotels - CHH’s 3Q Results Are as Good as It...
CHH: Choice Hotels - CHH’s 3Q Results Are as Good as It Gets in the COVID Backdrop but Further Mu...
11-5-2020
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H: Hyatt - Strong Liquidity Position and Return to 4+%...
H: Hyatt - Strong Liquidity Position and Return to 4+% Unit Growth in ’21 All Positives, but NT H...
11-5-2020
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CHH: Choice Hotels - 3Q 1st Look: Best RevPAR...
CHH: Choice Hotels - 3Q 1st Look: Best RevPAR Performance of the Quarter; Trends Improved in Octo...
11-5-2020

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