Cameron Sperance

It was still a strong quarter for Marriott, but the Delta variant weighed heavy on the company due to its greater exposure to China and reliance on big corporate travel contracts.

South Florida and California aren’t the only durable U.S. leisure hotel markets. Expect more investors like EOS to look for opportunities outside the traditional destinations most popular with hotel funds.

Hyatt’s focus on European growth instead of Asia looks like a smart call in light of the erratic recovery in China, where many of Hyatt’s competitors have focused their development pipelines.

Graduate Hotels is a company already roaring ahead with expansion into new countries and major cities. The pandemic can provide further investment opportunities for the college town-focused company to elbow into new destinations.

Most hotel companies have posted a profit at least once during the pandemic, and Hyatt needs to do the same this week to avoid shareholder and analyst scrutiny.

Development interest, occupancy rates, and even business travel are on the rise around many parts the world where borders are reopening. But a zero-tolerance approach to coronavirus is putting some of China's largest cities through even more tough times.

Sticking to the basics like affordable hotels in drive-to destinations floated hotel companies like Wyndham through the pandemic. But there’s still room to improve with higher-end offerings.

The strict approach to new coronavirus cases in major Asia-Pacific countries has hotel companies like Accor banking on other parts of the world for faster, consistent returns to normal.

Don't rule out the little players. Small and medium-sized businesses are largely back on the road, and that's helping lift Hilton's profit margins.

Future hotel guests arriving at their destinations may see reconfigurations to public spaces in response to apps that are changing the way customers interact with the property.