Early Check-In

Our hotels team bring 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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Hotels

The Bottom Line on Hotel Bottom Lines So Far

Overall, analysts at investment banks like what they're hearing from public hotel companies about their financial performance in the near term. But some are revising downward their forecasts for growth in 2024, given worries about the impact of economic storms.
Hotels

Hotel Group Faith in Asset Light Model Opens Gap for Upstarts

Most large lodging companies avoid owning real estate. This groupthink is dumb. One of the smartest strategic thinkers in hospitality, Inès Blal, is right to call for a more critical appraisal of the asset-light model.
Hotels

6 Themes for Hotel Earnings Season

Expect analysts in the next few weeks to be eyeing the group bookings recovery, Europe's energy supply shock, hubris about property pipelines, currency turmoil, China's fragility, and opportunities in lifestyle properties.