Auberge Resorts Collection

The DJIA fell 46 points, Nasdaq was up 10, the S&P 500 was up 5, while the 10-year treasury yield was down .09 to 4.45%. Lodging stocks were mixed. SOND was the biggest mover and biggest loser, down another -12%. SHCO and AHT were both down -6% while VCSA fell -5% on the day. CBRE is forecasting RevPAR growth to recover in 2024 as inbound […]

The DJIA was down 40 points but Nasdaq was up 11, the S&P 500 rose 4 points and the 10-year treasury yield was down .05 to 4.52%. Lodging stocks were mixed. HLT traded up to a new high but VCSA’s earnings, despite beating and raising, failed to impress with the stock down -14%. SOND was down -11%, AHT was down -6% […]

The DJIA fell 174 points while Nasdaq was down 85, the S&P 500 was down 27, and the 10-year treasury yield surged .12 to 4.71%. Lodging stocks were lower but the only real decliner of note was VCSA with an -8% decline. JP Morgan initiated coverage on Marriott Vacations Worldwide with a Neutral rating and […]

The DJIA fell 200 points while Nasdaq was down 11, the S&P 500 fell 9 points and the 10-year treasury yield was nearly flat at 3.69%. Lodging stocks were lower despite what seemed like optimism from the NYU show. SOND was down -10% and SHCO was down -6% to top the big movers. Marriott International, Inc. plans to further expand in the affordable midscale […]

The DJIA ended Friday down 109 points while Nasdaq was down 31, the S&P 500fell 6 points and the 10-year treasury yield was up .04 to 3.69%. Lodging stocks were modestly lower. SOND was down -14% after rising in the past week on heavy insider buying. SLNA traded down -8% to another all-time low. STR reported US RevPAR for the week ended May 13 […]

The DJIA was down 222, Nasdaq was up 22, the S&P 500 was down 7% and the 10-year treasury yield was down .05 to 3.40%. Lodging stocks were lower. SLNA traded down to a new low, down another -6% but SOND was down -20% and AHT was down -5%. Hyatt Hotels held an Investor Day today. They are forecasting $650 to $850 […]

The DJIA fell another 337 points on Friday, capping off a terrible week in the markets. Nasdaq was down 195, the S&P 500 fell 42 points and the 10-year treasury yield bounced back up .07 to 3.95%. Lodging stocks were mostly lower. PLYA bucked the trend with an 8% gain on stronger-than-expected earnings. SOND was down another -8%, VCSA fell -7% and SLNA […]

The DJIA fell 431 points while Nasdaq was down 215, the S&P 500 fell 57 points and the 10-year treasury yield was up another .03 to 3.84%. Lodging stocks were lower with the exception of SVC, surging 22% on the news below. The new age companies didn’t have a good day with SLNA down -18%, SOND down -10%, MCG falling -9% and VCSA […]

The DJIA rose 206 points while Nasdaq was up 199, the S&P rose 44 points and the 10 year treasury yield was up .03 to 3.49%. Lodging stocks were modestly higher. The biggest movers included ABNB and SOHO both rising 5% while SOND was down -6% on the day. Hotel Asset Value Enhancement gave their findings of the ALIS conference. Attendees believe the frustrating transaction market will change in the […]

The DJIA rose 92 points, Nasdaq was up a point, the S&P 500 was up 4 points and the 10-year treasury yield jumped another .10 to 3.68%. Lodging stocks were modestly higher. VCSA traded down to a new low while MCG was down -6%. Aloft Hotels announced it has arrived in Playa del Carmen, Mexico, marking the third Aloft hotel in the Caribbean region. Aloft Playa […]

The DJIA surged 829 points on Friday while Nasdaq was up 310, the S&P 500 rose 94 points and the 10-year treasury yield was up .07 to 4.01%. While lodging stocks were higher, the action in Selina on Friday was just as ridiculous as on Thursday but in the other direction. SLNA plunged -63% on Friday after Thursday’s moonshot on its first day of trading. […]