Deutsche Bank Predicts Strong First-Quarter Hotel Earnings
Photo Credit: Lobby of the Ritz-Carlton Philadelphia. Marriott International
Skift Take
Hyatt is looking more and more like the analyst group's top pick this earnings season. Plus, hotel deal and development news.
The DJIA was up 309 points, while the Nasdaq was up 365 points, the S&P 500 rose 66 points, and the 10-year treasury yield was flat at 4.29%. Lodging stocks were kind of all over the place. ABNB traded up to a new high, but TNL's -14% drop to a new low tumbled over to VAC, which was down -10%. We have the reason(s) for the TNL drop a couple of paragraphs down.Deutsche Bank gave its first quarter of 2026 Lodging C-Corp earnings preview, predicting higher-than-expected first quarter U.S. RevPAR to drive results. It believes this is at the high end or above the company's first-quarter guidance ranges. While DB is positive on what the first quarter results will be, they believe even with geopolitical risks remaining, the commentary will continue to be cautiously optimistic on the domestic RevPAR outlooks driven by the benefits from the World Cup, tailwinds around America 250, easy comps from Liberation Day, DOGE and International inbound, benefits from the tax
