U.S. Hotels Projected to See a Slight Increase in Revenue This Year
Skift Take
Global hotel industry shows mixed regional growth with new developments despite economic challenges in 2025.
The selling resumed after the one-day wonder rally with the DJIA back down 1,015 points while the Nasdaq was down more than -4%, or 738 points and the S&P 500 fell -3.5%, or 189. The 10-year treasury yield, even with the good inflation report, was only down .01 to 4.39%. Lodging stocks were lower but at least most of them did not give back all they gained back yesterday. SHCO topped the losers list with a drop of -12% followed by VAC with an -11% decline. SVC, PEB, BHR, and RLJ were all down -9% while XHR fell -8%, and H, INN, and APLE were down -7%. The one bucking the trend today was SOND, up 12%.
BofA Securities said earnings risk is highest for gaming operators and lodging REITs in the current tariff/macro situation. This is due to their high operating leverage. They compared this to Covid saying the Covid downturn lasted 67 days and we are currently at 55 days with the tariff/macro issue. They believe a -1%
