Cambria Hotels

Marriott beat 4Q24 expectations, but its stock fell due to cautious guidance, softer NUG outlook, and lower share repurchases.

Hyatt Hotels Corporation announced a record pipeline of 138,000 rooms, expanded its Lifestyle Portfolio with acquisitions, appointed new leaders, and continues to strengthen its brand offerings for growth and profitability.

Wells Fargo predicts a 2% U.S. RevPAR growth in 2025, led by group and luxury segments, upgrading Wyndham Hotels to Overweight and highlighting strength in Asia and Europe.

Grand Hyatt is rapidly expanding and enhancing its global portfolio, with over 10 new hotels opening by 2027 and extensive renovations across existing properties to meet the evolving needs of luxury travelers.

A JLL survey reveals growing optimism in hotel investments, with rising cross-border activity, first-time buyers, and a focus on luxury and extended-stay assets despite challenges from increased capital costs.

The U.S. hotel industry is experiencing steady growth, with construction volumes rising for seven consecutive months, especially in upscale and luxury segments.

Baird predicts short-term negative impacts on hotel revenues from recent hurricanes but expects a boost in the intermediate term due to FEMA, insurance, and clean-up crew spending, especially benefiting select service and extended-stay hotels

Choice Hotels expanded its upscale Cambria brand by introducing a conversion model that helped overcome financing challenges and spurred growth, with 74 properties now open and 62 more in development.

Marriott Vacations Worldwide's stock fell sharply due to a disappointing earnings report and a significant loan loss provision, indicating struggles in the timeshare market.

The DJIA rose 99 points while Nasdaq surged 452, the S&P 500 rose 86 points and the 10-year treasury yield was down .03 to 4.11%. Lodging stocks were modestly higher, did much better due to the…