Truist Securities

Marriott opened its first StudioRes hotel in Fort Myers, marking the company's entry into midscale extended stay lodging.

Hyatt launches new Unscripted brand with 40 hotels in talks. IHG sees total global conversion signings nearly doubling between 2023 and 2024.

Truist analysts said the hotel companies weren’t admitting it, but demand trends had been decelerating before the tariff shock.

The hotel industry shows mixed signals as some AAHOA members see slowing construction, while CoStar reports a sharp decline in international arrivals.

Hotel stocks face pressure amid analyst downgrades, mixed industry performance data, and various property transactions. Companies like Hyatt, Gencom, and Ashford Trust announced changes.

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.

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.

Vacasa is reviewing an unsolicited $5.25-per-share acquisition proposal while maintaining its existing merger with Casago at $5.02 per share, with its board recommending the merger as it evaluates whether the new bid is superior.

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.

Choice Hotels is revitalizing its Radisson Hotels Americas brand with new visual identities, enhanced guest experiences, and significant renovations at key properties.