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Soho House

North America

U.S. Travel Demand Looks Robust Through 2026

The DJIA was down 108 points, Nasdaq was down 93, the S&P 500 was down 16 points, the 10-year treasury yield was up .03 to 3.768% but lodging stocks were lower. Soho House (SHCO) was up 4%, VCSA was down 8%, and SLNA was up 3%. Hilton and Hyatt were up modestly. The Baird/STR Hotel Stock Index declined -2.65 in May from April. The Hotel […]

June 18th, 2023

North America

Service Properties Trust Completes Sale of TravelCenters to BP

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 […]

May 22nd, 2023

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