Travel + Leisure Co.

Today was good timing for those who released the avalanche of earnings because investors were in a good mood.

Multiple hotel companies announced property openings globally, including Peachtree Group receiving USCIS approval for a SpringHill Suites in Utah.

Marriott Vacations, Hilton Grand Vacations, and Travel + Leisure saw their target prices cut by Goldman Sachs. Plus other industry news.

Global hotel industry shows mixed regional growth with new developments despite economic challenges in 2025.

Stocks plunged sharply, with the DJIA, Nasdaq, and S&P 500 all dropping, while treasury yields fell and lodging and gambling stocks took heavy losses.

In 2024, Marriott International expanded in Caribbean and Latin America, adding 30 properties, 8,000 rooms, and growing its pipeline to 27,817 rooms.

In January 2025, Canada’s hotel industry reported year-over-year gains in occupancy, ADR, and RevPAR, with British Columbia and Vancouver leading occupancy while Prince Edward Island and Calgary lagged.

The Q4 2024 Global Hotel Construction Pipeline Trend Report shows a record-high global hotel construction pipeline, led by the U.S. and China, and forecasts continued growth through 2026.

Despite rising costs outpacing revenue growth in 2024, the hotel industry sees potential for recovery in 2025 through increased guest spending, job growth, and major events.

Hilton's strong earnings report boosted lodging stocks, eased election concerns, and led analysts to raise 2025 capital return expectations.