Collective Hospitality

Jefferies notes that lodging stocks tied to moderate to lower-end brands are outperforming due to economic stability, while higher-end brands are underperforming amid slower leisure travel and delayed interest rate cuts.

Four Seasons Resort Vail is launching Tavernetta Vail in Winter 2024 as part of a series of upgrades, while the company expands its global luxury residential portfolio with significant growth and new leadership.

The Pacific Asia Travel Association (PATA) laid out tourism recovery scenarios for the Asia Pacific, predicting a slow recovery with 2024 arrivals still 31% below 2019 levels, and a range of outcomes for Thailand by 2026.