Choice Hotels Bets on Amazon Web Services for AI Overhaul
Skift Take
Choice Hotels has embedded AI across the full hospitality value chain with help from Amazon Web Services. Plus, hotel deal and development news.
The DJIA fell 5 points, while the Nasdaq was down 64; the S&P 500 fell 17 points, and the 10-year treasury yield was flat at 4.25%. Given the turmoil and lack of consensus on stories on what exactly is happening in and with Iran, it was actually a bit comforting to see the market so calm. Lodging stocks were higher. SVC was up 6% while AHT rose 5% on the day.
U.S. hotel RevPAR was up 5.9% in March, despite all the things that could have caused weakness, such as gas prices, geopolitical risks, and the tendency for people to stay home initially in times of conflict. Barclays said this was the strongest monthly RevPAR growth since early 2023 and the first time ADR outpaced inflation since January 2025. Deutsche Bank said the first quarter of U.S. RevPAR of 3.8% was an acceleration from recent quarters, and the strong March and quarter were even with the weaker last two weeks of the month due to the timing of Easter and Passover. DB believes this has U.S. RevPAR
