Choice Hotels International

The Baird Hotel Stock Index was down -13.7% in March. But they were up modestly today. Goldman Sach re-rated a few hotel groups. And more news.

Various analysts and media sources are taking a stab at what this whole tariff situation will mean to the lodging space.

Barclays analysts weighed in with their views on the major U.S.-based hotel groups.

Hotel industry analysts at Baird expressed caution about softening March demand trends, noting that U.S. RevPAR growth is tracking over 200 basis points below initial expectations.

Marriott International is set to make an entry into the U.S. midscale hotel segment.

Canadian hotel investment surged in 2024, surpassing $2 billion, driven by strong market fundamentals, investor confidence, and heightened competition for quality assets.

NTTO forecasts the total volume of international visitors to the U.S. will increase to 77.1 million in 2025, up 6.5% from 72.4 million visitors in 2024.

Morgan Stanley lowered Hyatt's price target while raising those for Marriott, Hilton, and Wyndham, keeping their respective ratings unchanged.

Hyatt announced Hyatt Select, a new upper-midscale brand, and celebrated the opening of its first Hyatt Studios location.

Choice Hotels beat earnings expectations due to "other revenues," boosted guidance, and repurchased shares, while Accor reported strong Q4 results, announced a major stock buyback, and considered selling its AccorInvest stake.