Disney Parks

STR reported China hotel data for the week ended August 26. China hotel RevPAR was up 50.4% year over year. It was up against a 48.2% comp. Compared with the same week in 2019, China hotel RevPAR was up 19%, a solid result once again. A survey by the Thai Hotels Association and Bank of Thailand found that 29% of hotels rated […]

Ahead of the long holiday weekend, the DJIA was up 329 points on Friday while Nasdaq was up 278, the S&P 500 was up 54 points and the 10-year treasury yield was somewhat flat at 3.81%. Lodging stocks were higher. SOND popped by 13% but SLNA dropped another -10% to another all time low. VCSA was up 5%. In observance of Memorial […]

The DJIA fell 140 points but Nasdaq was up 63, the S&P 500 managed a 1 point gain and the 10 year treasury yield was up .03 to 3.72%. Lodging stocks were mostly lower. SOND was the biggest loser, down another -10% whole SLNA traded down to a new all time low, down -6% on the day. Sonder Holdings was cut to Perform from […]

The DJIA ended Friday with a gain of 22 points while Nasdaq was up 13, the S&P 500 rose 4 points and the 10-year treasury yield was down .03 to 3.57%. Lodging stocks were lower with AINC and VCSA both hitting new lows. SOND was the big percentage gainer, up 8% but that was not even a gain of $0.04 in share price. […]

The DJIA was down 80, Nasdaq was up 4, the S&P 500 was flat and the 10-year treasury yield was up .03 to 3.60%, yet another truly mixed session. Lodging stocks were mostly lower but modestly so. VCSA traded down to yet another all-time low. Upper upscale hotels, the property types most associated with business travel, are well represented in the U.S. development […]

The DJIA rose 98 points, Nasdaq was down 52, the S&P 500 was flat, and the 10-year treasury yield was up .06 to 3.43%. Lodging stocks were modestly higher. SLNA was up 6%, but SOND traded down to yet another new all-time low. Craig-Hallum initiated coverage of LuxUrban Hotels with a Buy rating and a $10 price target. A New York hotel union reached a deal with hotel […]

The DJIA rose 383 points, Nasdaq was up 45, the S&P 500 rose 35 points and the 10-year treasury yield was up .09 to 3.48%. Lodging stocks were mostly higher but the biggest movers were to the downside. The newly minted penny stocks, VCSA and SOND, both traded down to new lows, dropping another -4% and -7% respectively. SLNA hit a new low, […]

The DJIA ended the day down 58 points while Nasdaq was up 46, the S&P 500rose 6 points and the 10-year treasury yield was flat at 3.98%. Lodging stocks were modestly higher. The only mover of note was MCG, up 18%. Membership Collective Group reported strong 4Q results, a profitable quarter, today. In the earnings report they disclosed they would be changing their […]

The DJIA fell 575 points, Nasdaq was down 145, the S&P 500 was down 62 points but despite the Fed comments were the reasons for the decline, and there should be no doubt more hikes are on the way, the 10-year treasury yield was down .01 to stay under 4% at 3.98%. Lodging stocks were lower. Island Hospitality Management announced the company added 14 hotels to […]

The DJIA was up 109 points, Nasdaq was up 83, the S&P 500 rose 21 points, the 10-year treasury yield was down .04 to 3.88% and lodging stocks for the most part were mixed. MCG was the biggest mover, up 7% while SOND was the biggest decliner, down -6. SLNA traded down to another new low. Marriott Vacations missed expectations with their 4Q report, […]

The DJIA fell 697 points, Nasdaq was down 295, the S&P 500 was down 82 and the 10-year treasury yield may soon see 4%, up another .13 to 3.96%. Lodging stocks were lower. There was only one mover of note, SLNA with a -6% drop getting near an all-time low today, but there was a sea of red on the screen today. DiamondRock Hospitality reported […]

The DJIA fell 483 points while Nasdaq was down 222, the S&P 500 fell 73 points and the 10 year treasury yield was up .07 to 3.60%. Lodging stocks were lower. AINC was the bright spot, up 15%. SLNA fell another -9% to another all time low. VCSA fell another -6% to another all time low. MCG was down -7%, AHT was down […]