EOS Hospitality

Barclays believes in the American exceptionalism thesis, expecting U.S. RevPAR momentum to override international weakness this year. Plus, hotel deal and development news.

Concord Hospitality expands its U.S. portfolio with new hotel openings, and Sandals plans a $200 million rebuild of three Jamaica resorts. Bernstein analysts suggest Hyatt could attract a mega-merger bid as the Pritzker family loosens its voting control of the chain. Plus, more hotel deal and development news.

Chatham Lodging Trust is acquiring six Hilton-branded hotels in Missouri, Illinois, and Kentucky. Plus, more hotel deal and development news.

ROW NYC will reopen on May 1 in New York’s Times Square with 1,300 rooms. Plus, more hotel and deal news.

Hotel industry profit per room remains at 90% of 2019 levels despite rising guest spending, due to increased operating costs and wages.

Global hotel industry shows mixed regional growth with new developments despite economic challenges in 2025.

Bill Hornbuckle, CEO of MGM Resorts International, was named the national chair of the U.S. Travel Association’s board for a two-year term, succeeding Hilton’s Chris Nassetta.

CBRE predicts steady RevPAR growth of 2.0% in 2025, driven by urban market strength, increased travel, and economic recovery.

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

Goldman Sachs is cautiously optimistic about the lodging sector, with Buy ratings on Hilton, Wyndham, and Marriott, while holding Neutral or Sell ratings on others, especially in the timeshare segment.