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Fall and Winter Hotel Demand Drivers Outlook - Our...
Fall and Winter Hotel Demand Drivers Outlook - Our Thoughts on Demand Tailwinds and Headwinds Hea...
9-3-2020
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Three-Part Series: Fall & Winter Hotel Demand...
Three-Part Series: Fall & Winter Hotel Demand Drivers Outlook - Part Three: A Closer Look at Pote...
9-2-2020
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Airbnb - ICYMI - A Few Nuggets from Recent Airbnb News...
Airbnb - ICYMI - A Few Nuggets from Recent Airbnb News Releases: Rural Stays in Vogue this Labor ...
9-2-2020
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Fall & Winter Hotel Demand Drivers Outlook -...
Fall & Winter Hotel Demand Drivers Outlook - Three-Part Series - Part Two: A Closer Look at Poten...
9-1-2020
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Fall & Winter Hotel Demand Drivers Outlook -...
Fall & Winter Hotel Demand Drivers Outlook - Three-Part Series - Part One: A Closer Look at Poten...
8-31-2020
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H: Hyatt - Model Update
H: Hyatt - Model Update
8-26-2020
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The Front Desk Tells All - Boston - After Speaking w/...
The Front Desk Tells All - Boston - After Speaking w/ Hotel Workers 1 Thing Is Clear – Hotel Dema...
8-24-2020
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Hotel Stock Performance Has Diverged from Fundamentals:...
Hotel Stock Performance Has Diverged from Fundamentals: Hotel Stocks Have Moved Up on Downward Re...
8-17-2020
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InterContinental Hotels Group PLC Conference Call...
InterContinental Hotels Group PLC Conference Call Takeaways - Business Transient Demand isn’t Gon...
8-11-2020
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MAR: Marriott - Hotel Management Teams Projecting...
MAR: Marriott - Hotel Management Teams Projecting Recovery Optimism – But Recovery Sustainability...
8-10-2020
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CHH: Choice Hotels - Great 2Q & July RevPAR, but w/...
CHH: Choice Hotels - Great 2Q & July RevPAR, but w/ a Lofty Valuation Multiple and Little to No D...
8-6-2020
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HLT: Hilton - Improving Trends into July Not A Surprise,...
HLT: Hilton - Improving Trends into July Not A Surprise, But the Return of Business Transient Dem...
8-6-2020
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CHH: Choice Hotels - 2Q20 First Look: RevPAR Performance...
CHH: Choice Hotels - 2Q20 First Look: RevPAR Performance Doesn’t Get Any Better Than This in the ...
8-6-2020
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HLT: Hilton - HLT 2Q20 1st Look: Results Worse Than...
HLT: Hilton - HLT 2Q20 1st Look: Results Worse Than Feared; Looking for Detail on July Trends and...
8-6-2020
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Accor SA Conference Call Takeaways - Group/Business...
Accor SA Conference Call Takeaways - Group/Business Demand Forever Impacted!?; Conversion Opportu...
8-4-2020
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H: Hyatt - Plenty of Improvements Coming Out of Chicago,...
H: Hyatt - Plenty of Improvements Coming Out of Chicago, but We See Zero Near-term Catalysts to D...
8-4-2020
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H: Hyatt - Ignore the Sequential RevPAR Improvement –...
H: Hyatt - Ignore the Sequential RevPAR Improvement – July Trends Will Likely be the Most Challen...
8-3-2020
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WH: Wyndham - 2Q Call Alleviated Investor Concern Around...
WH: Wyndham - 2Q Call Alleviated Investor Concern Around COVID Case Count Resurgence, but We Don’...
7-29-2020
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WH: Wyndham - RevPAR Underwhelms, but with EBITDA Coming...
WH: Wyndham - RevPAR Underwhelms, but with EBITDA Coming in 50+% Higher Than Street Expectations ...
7-28-2020
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Hotel Sector Web Traffic Deep Dive - Wyndham’s Resilient...
Hotel Sector Web Traffic Deep Dive - Wyndham’s Resilient Business Model Deserves More Respect w/ ...
7-27-2020

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