HVS

Lodging stocks dipped despite optimistic analyst forecasts for RevPAR growth and franchise expansion in 2025, highlighting a mixed market sentiment.

The U.S. lodging sector in 2025 is expected to see muted growth with a modest RevPAR increase of 1.5%, driven by higher ADR but constrained by stable occupancy and macroeconomic pressures.

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.

Park Hotels reinstated 2024 earnings guidance noting labor strikes and hurricanes disrupting operations, and announced a 4Q dividend of $0.60-$0.66 per share, yielding about 9.6%.

The Indian hospitality industry is experiencing strong investment growth in greenfield hotel developments, particularly in tier 2 and 3 cities, with investments rebounding to pre-Covid levels and expected to surge further in 2024.

About 400 workers at four Boston hotels began a three-day strike on Thursday. They're seeking higher wages and staffing levels.

Hyatt is set to sell the Hyatt Regency Orlando for approximately $1.02 billion to Ares and RIDA Development, with Hyatt retaining a preferred equity interest and a 30-year management agreement.

International tourism nearly reached pre-pandemic levels in early 2024, with notable growth in the Middle East, Europe, and Africa, and a full recovery projected for the year.

Choice Hotels' earnings exceeded low expectations, highlighted by aggressive share repurchases that historically benefit the stock.

Marriott International announced a year of robust room signings and additions across the Caribbean and Latin America in 2023. The Company nearly doubled its number of organic deal signings in the region versus the prior year.