Vacasa

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

Amid mixed hotel sector performance, Hilton beat earnings while trimming 2025 guidance as hospitality firms expand with new properties across the US and globally.

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

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

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

Concerns over Trump 2.0's impact on the hotel industry are rising, with Deutsche Bank noting potential early signs of a RevPAR downturn.

Minor International Plc plans to expand in the U.S. with an Anantara hotel by early next year, driven by the surge in bookings at its Thailand properties following The White Lotus exposure.

Loews Hotels is undergoing its largest expansion, opening three new Orlando hotels with Comcast’s Universal, adding 2,000 rooms and reaching 11 properties in the area.

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.

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.