Today we are launching a quarterly series assessing hotel earnings for the publicly traded hotel companies.
Takeaways include earnings results from Marriott, Hilton, Wyndham, IHG, Hyatt, Accor, La Quinta, Extended Stay, Choice, and Host Hotels, as well as highlights from companies in adjacent industries (cruise and airlines) as a read-across to hotel results.
We hope that by dissecting themes from quarterly earnings, our Research subscribers will have a better understanding of the implications of trends currently impacting the industry, learn more about how the management teams of the public hotel companies are tackling issues, and be able to make better strategic, tactical, and operational planning decisions at their own companies.
In this report, we break down Q3 earnings including insights on:
- The continued shift toward asset-light strategies
- Trends in technology investment
- The prominence of direct booking campaigns
- Corporate and leisure demand trends
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