Six Senses

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.

IHG Hotels and Resorts is expanding aggressively in Vietnam and India, aiming to significantly grow its luxury, premium, and midscale hotel portfolios across key destinations.

A report from last week's Lodging Conference points to a surge in hotel transactions due to maturing loans, growing construction, and renovation projects, despite labor challenges and softening RevPAR trends.

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.

Wells Fargo adjusted ratings and price targets for several hotel stocks, upgrading some while cutting price targets for others.

IHG Hotels & Resorts and Six Senses announced the signing of Six Senses Telluride, a luxury property with extensive amenities set to open in 2028 in North America's Mountain West Region.

Aimbridge Hospitality sued Avion Hospitality and its CEO, Robert Burg, for allegedly using confidential information to interfere with its management contracts, resulting in tens of millions in lost revenue.

IHG Hotels & Resorts is significantly expanding its luxury and lifestyle portfolio in Mexico, Latin America, and the Caribbean, with multiple new openings planned through 2027, including properties from its Six Senses, InterContinental, Kimpton, Vignette Collection, and Hotel Indigo brands.

This is the first Mexican property for Marriott's five-year old all-inclusive luxury push.

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.