Barclays Raises U.S. RevPAR Outlook
Photo Credit: The Ritz-Carlton Naples, Tiburon, owned by Host Hotels & Resorts, is embarking on a transformational chapter set to begin in May 2026. The Ritz-Carlton
Skift Take
Barclays believes in the American exceptionalism thesis, expecting U.S. RevPAR momentum to override international weakness this year. Plus, hotel deal and development news.
The DJIA rose 115 points while the Nasdaq was up 87, the S&P 500 rose 18 points, and the 10-year treasury yield was up .03 to 4.31%. Lodging stocks were modestly lower.
Stifel upped its target price on Chatham Lodging Trust to $11 from $10. It maintained its Buy rating.
Barclays said it expects strong U.S. RevPAR momentum to override international weakness in the near term. It expects the positive earnings revision cycle to be intact for 2026. It likes Hyatt on underperformance/potential clearing event and Wyndham on positive RevPAR inflection/valuation. Barclays said its first quarter of 2026 C-Corp RevPAR/EBITDA estimates tick higher and are now above consensus. RevPAR estimate moved to 0% to 3% from -5% to 1% previously.
The Ritz-Carlton Naples, Tiburon, owned by Host Hotels & Resorts, is embarking on a transformational chapter set to begin in May 2026. The comprehensive project is highli
