Host Hotels & Resorts

Choice Hotels beat earnings expectations due to "other revenues," boosted guidance, and repurchased shares, while Accor reported strong Q4 results, announced a major stock buyback, and considered selling its AccorInvest stake.

IHG reported strong Q4 2024 results, announced the acquisition of the Ruby brand, raised its dividend by 10%, and launched a $900 million buyback, but investors remained unimpressed despite its strong performance.

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.

Hyatt improves on the value of its World of Hyatt loyalty program with the addition of two iconic Las Vegas properties.

Marriott International is expanding its outdoor-focused lodging with the acquisition of Postcard Cabins, aiming to launch a collection in 2025 featuring tiny cabins and unique accommodations near natural destinations.

The U.S. hotel deals market is expected to see steady annual growth of around 10% over the next few years, despite regional variations in activity.

Colliers' latest report highlights 10 key trends shaping the 2025 U.S. travel and hospitality markets, including record travel volumes, inflation-driven challenges, rising operating costs, and shifting brand and capital dynamics.

Deutsche Bank's conference highlighted mixed optimism in the gaming, lodging, and leisure sectors, with discussions on election impacts, leisure demand stabilization, corporate travel growth, M&A opportunities, and cautious investor views on resort acquisitions.

Many U.S. hotel companies reported earnings, with RLJ Lodging Trust beating estimates but giving a softer forecast, Xenia Hotels missing across the board, and Host Hotels posting a modest beat despite hurricane impacts.