Four Seasons

Recent hotel industry updates include new properties, international tourism growth, and executive appointments across Asia-Pacific and India.

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.

Asian hospitality sector experiences mixed performance with China hotel RevPAR declining, while MGM debuts new brand MGM Reserve and Minor International, Four Seasons, and OYO-parent Oravel Stays announce expansion plans.

Sandals Resorts International has hired bankers to solicit a sale at a valuation over $6 billion, according to a news report.

Minor International plans to expand in the U.S. with an Anantara hotel by early next year, driven by The White Lotus' success, which has boosted bookings at its Thai resorts.

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.

Morgan Stanley lowered Hyatt's price target while raising those for Marriott, Hilton, and Wyndham, keeping their respective ratings unchanged.

Marriott beat 4Q24 expectations, but its stock fell due to cautious guidance, softer NUG outlook, and lower share repurchases.

CoStar forecasts modest U.S. RevPAR and ADR growth through 2027—with luxury and upper upscale segments leading—despite real RevPAR remaining below 2019 levels.

Omni Atlanta Hotel announced renovations, while Omni Hotels & Resorts secured approval for a $575 million headquarters hotel in New Orleans.