Choice Hotels International

IHG and Choice were optimistic about the rest of the year, though Choice moderated its outlook. The lodging sector expanded with Kessler Collection and others breaking ground.

Hotel Equities and Springboard Hospitality merged, plus other hotel news.

The hotel industry shows mixed signals as some AAHOA members see slowing construction, while CoStar reports a sharp decline in international arrivals.

The Baird Hotel Stock Index was down -13.7% in March. But they were up modestly today. Goldman Sach re-rated a few hotel groups. And more news.

Various analysts and media sources are taking a stab at what this whole tariff situation will mean to the lodging space.

Barclays analysts weighed in with their views on the major U.S.-based hotel groups.

Hotel industry analysts at Baird expressed caution about softening March demand trends, noting that U.S. RevPAR growth is tracking over 200 basis points below initial expectations.

Marriott International is set to make an entry into the U.S. midscale hotel segment.

Canadian hotel investment surged in 2024, surpassing $2 billion, driven by strong market fundamentals, investor confidence, and heightened competition for quality assets.

NTTO forecasts the total volume of international visitors to the U.S. will increase to 77.1 million in 2025, up 6.5% from 72.4 million visitors in 2024.