Marriott Vacations Worldwide

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

MCR secured $300 million in refinancing for a 22-hotel portfolio spanning 14 states, replacing $280 million in prior debt through a CMBS transaction with J.P. Morgan and BMO Capital Markets as co-leads.

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.

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.

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.

The DJIA ended Friday down 40 points while Nasdaq was down 126, the S&P 500fell 22 points and the 10 year treasury yield was up .06 to 4.34%. Lodging stocks had a good day despite…

The U.S. stock market rose again today and most lodging stocks came along for the ride upward.

InterContinental Hotels Group is challenging Marriott International's attempt to trademark City Express by Marriott, citing potential confusion with its Holiday Inn Express brand.

Soho House dissolved its Independent Special Committee after rejecting an offer for strategic transactions, causing discontent among shareholders due to the stock's low trading price.

Marriott Vacations exceeded first quarter 2024 expectations, with steady EBITDA performance and a large share buyback, despite underwhelming results in its core Vacation Ownership segment.