Hodges Ward Elliott

BofA Securities says the lodging sector beat Q1 earnings by about 5% on average, but high expectations muted investor reactions. Plus, more hotel deal and development news.

Hilton's Q4 beat expectations with $757M in buybacks as the Mauna Kea Beach Hotel unveiled its $180M+ renovation in Hawaii Island. Plus, more hotel deal and development news.

Peachtree Group announced the grand opening of Home2 Suites by Hilton in Ashburn, Virginia. Plus, more hotel deal and development news.

Park Hotels & Resorts sold five non-core properties for $198 million and exited three others on expiring ground leases this year. Plus more hotel deal news.

Lodging stocks fall; Starwood modifies loan; Quadrum explores Arlo Hotels sale; and Holiday travelers plan to cut spending 18% and take fewer trips as financial concerns rise, Deloitte survey finds, including high-income Americans.

Kimpton and Extell announced Kimpton Era Midtown New York, a 33-story hotel with 529 rooms opening March 2026. Plus, more hotel deal and development news.

Sonder is almost able to file accurate financial statements on a quarterly basis. Getting to profitability will come after that. And other hotel deal and development news.

Truman and Marriott International, Inc. announced plans to open three hotels in Calgary, including W Calgary, JW Marriott Calgary, and an Autograph Collection Hotel on Stampede Park.

We have our first Filipino lodging stock trading in the U.S. as Hotel101, which went public via a merger with a SPAC.

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.