Choice Hotels beat earnings expectations due to "other revenues," boosted guidance, and repurchased shares, while Accor reported strong Q4 results, announced a major stock buyback, and considered selling its AccorInvest stake.
Hyatt Hotels is acquiring Playa Hotels & Resorts for $2.6 billion, funding it largely with new debt and asset sales, strengthening its all-inclusive presence in the Caribbean and Mexico.
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.
Sonesta International Hotels Corporation has partnered with Mint Developers to build The James Hotel & Residences Downtown Miami, an $850 million, 82-story tower set to open in 2028.
Truist projects 2025 will closely resemble 2024’s hotel performance—with modest RevPAR growth, potential M&A, and continued cost pressures for REITs—while favoring Wyndham and Ryman Hospitality.
Ace Hotel/Atelier Ace welcomes brand veteran Chris Penn as its CEO, appoints Mostafa Abdella as COO, and elevates Meriem Soliman to Chief Brand Officer.
Truist downgraded Playa Hotels & Resorts to Hold, seeing an increased likelihood of a Hyatt acquisition that could boost Hyatt’s share price as PLYA nears its $13 target.
Morgan Stanley issued mixed ratings on major timeshare companies, highlighting strong free cash flow but cautioning about slow growth and interest rate pressures.