Early Check-In

Hyatt's Apple Leisure Group acquisition gives it a major boost in its desired expansion into Europe. But it is also a shot across the bow to competitors like Marriott and Hilton as well as smaller brands. The battle is on to expand into the high-end leisure travel and all-inclusive resort sector.

Profitability is basically a foregone conclusion at this point for IHG, given its significant presence in the drive-to and leisure space. Investors now want to see how the company can beef up its growth trajectory coming out of the pandemic.

If Accor can go from billion-dollar losses to profitability in a matter of months, Marriott shareholders should expect plenty of financial gains and optimism on Tuesday's earnings call.

Profitability is possible, but there won’t be massive financial windfalls to report this week. Investors will still expect at least some sign the leisure-led recovery is benefitting these global hotel companies — especially amid the rise of new variants.

The timeshare sector is underway with overdue change. Chasing changing traveler tastes, millennials, and eventually Gen Z buyers means pushing into cities and offering more flexibility.

If online gaming is the future of casinos, MGM Resorts' asset-light strategy in Las Vegas is only the beginning of a wave of resort sales to pump resources into digital gambling halls.

Nothing in life (and business) is fair. Soho House is able to expand at lower development costs with a special landlord-tenant relationship unavailable to the average mom-and-pop company.

Hilton’s rapid growth in Sin City signals the company sees a full travel rebound for Las Vegas, which greatly suffered from a year of no major events during the pandemic. But developing a successful Las Vegas mega-resort doesn't come cheap: Celine Dion wouldn't leave Caesars Palace for pennies.

U.S. hotel companies like Hyatt may not get the best financial deals when they look to expand in Asia, but the growth opportunities are too great to ignore — especially when properties are only more and more expensive to build in the U.S. What's behind Hyatt's decision to go another way?

Blackstone and Starwood Capital's extra $180 million sweetens the pot for the planned Extended Stay America takeover, but this is no done deal. There is still a very loud opposing group of shareholders that could sway the vote this week.