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Early Check-In

First thing every Monday morning, hospitality reporter Cameron Sperance brings readers exclusive reporting and insights into hotel deals and development, and how those trends are making an impact across the travel industry.

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Hospitality

Las Vegas Sands and Wynn Resorts Valuations Tank on Chinese Crackdown

Increased oversight from Chinese regulators in Macau threatens a massive financial hit to U.S. gaming resort operators. But don’t expect this to lead to a mass exodus to other gaming markets in Asia.

Las Vegas Sands and Wynn Resorts Valuations Tank on Chinese Crackdown

Coronavirus

Trump’s D.C. Hotel Still Has Inflated Price Even After $100 Million Price Chop

No, the Trump International Hotel in Washington isn’t worth $400 million. But there are a lot of investors waiting on the sidelines to park capital in just about any available asset — a classic example of the laws of supply and demand.

Trump’s D.C. Hotel Still Has Inflated Price Even After $100 Million Price Chop

Coronavirus

Independent Hotel Brands: Standalone Success or Prime Targets for Takeover?

The biggest hotel companies in the world are knocking on the doors of cool, independent brands for takeover talks. Not everyone is answering.

Independent Hotel Brands: Standalone Success or Prime Targets for Takeover?

Coronavirus

Hilton, Marriott, and IHG Are Making Affordable Brands Development Priorities

Luxury and lifestyle hotels may be the shiniest assets in a hotel company’s portfolio, but investors want to be where the travelers are. That means pumping money into more affordable offerings like Hilton’s Tru, IHG’s Holiday Inn, and Marriott’s Fairfield Inn — all concepts that snapped back fast from the pandemic.

Hilton, Marriott, and IHG Are Making Affordable Brands Development Priorities

Coronavirus

Hyatt’s $2.7 Billion Apple Leisure Group Acquisition Fuels European Growth

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.

Hyatt’s $2.7 Billion Apple Leisure Group Acquisition Fuels European Growth

Coronavirus

IHG Will Tell a Growth Story This Week Scripted by Development Deals

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.

IHG Will Tell a Growth Story This Week Scripted by Development Deals

Coronavirus

This Is Marriott’s Earnings Week to Lose

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.

This Is Marriott’s Earnings Week to Lose

Coronavirus

What to Expect From This Week’s Hotel Earnings Season Kick-Off

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.

What to Expect From This Week’s Hotel Earnings Season Kick-Off

Coronavirus

How Hilton Grand Vacations Digests a $1.4 Billion Takeover Will Test Hot Timeshare Market

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.

How Hilton Grand Vacations Digests a $1.4 Billion Takeover Will Test Hot Timeshare Market

Coronavirus

Casinos Join Hotels on Asset-Light Strategy: What Took Them so Long?

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.

Casinos Join Hotels on Asset-Light Strategy: What Took Them so Long?