Four Seasons

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

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

CoStar forecasts modest U.S. RevPAR and ADR growth through 2027—with luxury and upper upscale segments leading—despite real RevPAR remaining below 2019 levels.

Omni Atlanta Hotel announced renovations, while Omni Hotels & Resorts secured approval for a $575 million headquarters hotel in New Orleans.

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.

Dallas leads the U.S. hotel construction pipeline, followed by Atlanta, Nashville, Phoenix, and the Inland Empire, with significant activity in planned projects, early planning, renovations, and new hotel openings nationwide.

Truist projects 2025 will closely resemble 2024’s hotel performance—with modest RevPAR growth, potential M&A, and continued cost pressures for REITs—while favoring Wyndham and Ryman Hospitality.

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.

Choice Hotels is revitalizing its Radisson Hotels Americas brand with new visual identities, enhanced guest experiences, and significant renovations at key properties.

Fitch Ratings' 2025 hotel sector outlook is neutral, reflecting stability, moderate growth, and varying regional confidence, with steady revenues supported by limited supply and strong business travel momentum.