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H: Hyatt - 3Q 1st Look: Unit Growth a Positive; October...
H: Hyatt - 3Q 1st Look: Unit Growth a Positive; October RevPAR Improving Relative to 3Q but Mostl...
11-4-2020
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HLT: Hilton - We Like HLT’s Ability to Transform to a...
HLT: Hilton - We Like HLT’s Ability to Transform to a Higher Margin Biz, But Are Staying on the S...
11-4-2020
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HLT: Hilton - Big EBITDA Upside on a Soft RevPAR...
HLT: Hilton - Big EBITDA Upside on a Soft RevPAR Performance; G&A Savings and QTD Trends Will Be ...
11-4-2020
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Scandic Hotels Group AB Conference Call Takeaways -...
Scandic Hotels Group AB Conference Call Takeaways - Grim Outlook Coming from the Nordics with Man...
11-3-2020
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MAR: Marriott - Looking for Inline 3Q RevPAR; Street...
MAR: Marriott - Looking for Inline 3Q RevPAR; Street Ests Overly Aggressive for the 4Q w/ Rising ...
11-2-2020
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WH: Wyndham - Downward 4Q EBITDA Revisions Largely...
WH: Wyndham - Downward 4Q EBITDA Revisions Largely Reversed If Account for Marketing Overspend Sa...
10-29-2020
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GRUB: Grubhub Inc - Very Strong 3Q Topline Performance –...
GRUB: Grubhub Inc - Very Strong 3Q Topline Performance – Expect Staying Power w/ Rising Case Coun...
10-28-2020
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WH: Wyndham - RevPAR Light but EBITDA Strong; Focus Now...
WH: Wyndham - RevPAR Light but EBITDA Strong; Focus Now Shifting to October Trends and Metrics Ne...
10-28-2020
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HLT: Hilton - Looking for RevPAR Upside w/ 3Q Print...
HLT: Hilton - Looking for RevPAR Upside w/ 3Q Print & Trends Improving into Oct – Both Needed to ...
10-27-2020
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CHH: Choice Hotels - Looking for 3Q RevPAR Upside &...
CHH: Choice Hotels - Looking for 3Q RevPAR Upside & Improving QTD Trends – Both Needed w/ the Sha...
10-26-2020
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Airbnb IPO Prep - Home Rental KPIs - Home Rental KPIs...
Airbnb IPO Prep - Home Rental KPIs - Home Rental KPIs Suggest a Favorable Backdrop for Airbnb's U...
10-26-2020
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IHG 3Q20 Conference Call Sector Readthroughs - Very Few...
IHG 3Q20 Conference Call Sector Readthroughs - Very Few Positive Readthroughs with IHG Management...
10-23-2020
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Accor SA 3Q20 Conference Call Sector Readthroughs -...
Accor SA 3Q20 Conference Call Sector Readthroughs - China Recovery Momentum Encouraging; Very Few...
10-22-2020
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H: Hyatt - Upgrading to Hold; See Balanced Risk/Reward...
H: Hyatt - Upgrading to Hold; See Balanced Risk/Reward as NT Headwinds are Offset by Best in Clas...
10-22-2020
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Airbnb, Inc. - ICYMI - A Few Nuggets on Airbnb's...
Airbnb, Inc. - ICYMI - A Few Nuggets on Airbnb's 2021 Expectations
10-22-2020
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WH: Wyndham - Looking for 3Q RevPAR Upside and QTD...
WH: Wyndham - Looking for 3Q RevPAR Upside and QTD Trends Holding Flat Relative to September; Str...
10-19-2020
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Unique Travel Data - Deep Dive   - Continue to Favor...
Unique Travel Data - Deep Dive   - Continue to Favor Leisure-focused, Drive-to Lodging Names
10-15-2020
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Forward Looking Booking Data Suggests Stay Defensive -...
Forward Looking Booking Data Suggests Stay Defensive - WH and CHH Best Positioned for Deceleratin...
9-30-2020
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Airbnb, Inc. - Planning on Covering Airbnb When it Goes...
Airbnb, Inc. - Planning on Covering Airbnb When it Goes Public? Be Sure to Check in With Your Hos...
9-29-2020
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WH: Wyndham - Checking in with Wyndham's New &...
WH: Wyndham - Checking in with Wyndham's New & Improved Mobile App
9-25-2020

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