Wells Fargo predicts a 2% U.S. RevPAR growth in 2025, led by group and luxury segments, upgrading Wyndham Hotels to Overweight and highlighting strength in Asia and Europe.
Universal Studios is undergoing major expansions in Hollywood and Orlando, including new hotels and the opening of the Epic Universe theme park in 2025.
Marriott International is expanding its outdoor-focused lodging with the acquisition of Postcard Cabins, aiming to launch a collection in 2025 featuring tiny cabins and unique accommodations near natural destinations.
Fitch Ratings' 2025 hotel sector outlook is neutral, reflecting stability, moderate growth, and varying regional confidence, with steady revenues supported by limited supply and strong business travel momentum.
Leisure travel is set to grow in 2025, driven by increased international trips, greater use of travel advisors, and rising interest across demographics.
IHG Hotels & Resorts reported mixed results, with global RevPAR up 1.5% despite a 10% decline in China, and announced the end of its licensing deal with The Venetian and The Palazzo in 2025.
Service Properties Trust is reducing its dividend, selling 114 hotels to repay debt and save on capital expenditures, and will continue owning 34% of Sonesta while selling other properties.
Jefferies notes that lodging stocks tied to moderate to lower-end brands are outperforming due to economic stability, while higher-end brands are underperforming amid slower leisure travel and delayed interest rate cuts.