Meanwhile, Truist forecasts mid and upper-end U.S. hotel RevPAR growth of 2% to 4%, above Wall Street consensus, while upgrading Airbnb. Plus, more hotel deal and development news.
Wyndham Hotels had a better than expected fourth quarter in 2025, while Choice Hotels reported results in line with analyst expectations. Plus, the sector's hotel and development news.
CoStar forecasts 0.6% year-over-year growth in 2026. Choice Hotels announced the debut of a newly redesigned prototype for its Everhome Suites brand. Plus more hotel deal news.
Marriott added nearly 100,000 rooms in 2025, while Hilton opened nearly 800 hotels and Hyatt's pipeline grew 7% to a record 148,000 rooms. Plus more news from ALIS.
Barclays and Morgan Stanley both named Hyatt as their most favored lodging stock, while Morgan Stanley downgraded Hilton Grand Vacations. Plus, more hotel deal and development news.