Vacasa

Hotel stocks face pressure amid analyst downgrades, mixed industry performance data, and various property transactions. Companies like Hyatt, Gencom, and Ashford Trust announced changes.

Concerns over Trump 2.0's impact on the hotel industry are rising, with Deutsche Bank noting potential early signs of a RevPAR downturn.

Minor International Plc plans to expand in the U.S. with an Anantara hotel by early next year, driven by the surge in bookings at its Thailand properties following The White Lotus exposure.

Loews Hotels is undergoing its largest expansion, opening three new Orlando hotels with Comcast’s Universal, adding 2,000 rooms and reaching 11 properties in the area.

In January 2025, Canada’s hotel industry reported year-over-year gains in occupancy, ADR, and RevPAR, with British Columbia and Vancouver leading occupancy while Prince Edward Island and Calgary lagged.

Vacasa is reviewing an unsolicited $5.25-per-share acquisition proposal while maintaining its existing merger with Casago at $5.02 per share, with its board recommending the merger as it evaluates whether the new bid is superior.

Morgan Stanley issued mixed ratings on major timeshare companies, highlighting strong free cash flow but cautioning about slow growth and interest rate pressures.

Casago and Vacasa plan to merge, backed by Roofstock and existing Vacasa investors with completion expected by early 2025.

Hyatt Hotels and Playa Hotels & Resorts are negotiating a potential acquisition, with differing analyst views on its likelihood and structure.

The U.S. hotel industry saw slight year-over-year performance improvements in November 2024, with New York leading occupancy gains among major markets.