U.S. Hotel Industry Expected to See Muted Growth in 2025


Skift Take

The U.S. lodging sector in 2025 is expected to see muted growth with a modest RevPAR increase of 1.5%, driven by higher ADR but constrained by stable occupancy and macroeconomic pressures.

In Observance of the Thanksgiving Holiday in the United States, there will be no Daily Lodging Report – Asia Pacific on Wednesday, November 27, and Thursday, November 28. Regular service will resume on Monday, December 2.

Wells Fargo upped their price target on Park Hotels to $16 from $14.50. They maintained their Equal Weight rating. PK announced their 4Q dividend of $0.65 per share, which includes the $0.40 top-off dividend plus the regular $0.25 quarterly dividend.

Wells Fargo lowered their price target on Service Properties Trust to $3 from $4. They maintained their Underweight rating. WF raised their price target on Host Hotels to $21 from $19 while maintaining their Overweight rating. They also upped their Pebblebrook Hotel Trust price target to $14 from $13 while maintaining their Equal Weight rating.

Stifel upped their price target on Hyatt Hotels