Goldman Sachs Slashes Target Prices on Timeshare Companies
Marriott Vacations, Hilton Grand Vacations, and Travel + Leisure saw their target prices cut by Goldman Sachs. Plus other industry news.
North America
Hotel Stocks Rollercoaster
The Baird Hotel Stock Index was down -13.7% in March. But they were up modestly today. Goldman Sach re-rated a few hotel groups. And more news.
Why Tariffs May Raise Some Costs for U.S. Hotels
Richie Karaburun, clinical associate professor at NYU, is worried. But the hospitality industry continues growth with new hotels, acquisitions, and expansions across the US and Europe despite tariff concerns.
U.S. Hotels Projected to See a Slight Increase in Revenue This Year
Global hotel industry shows mixed regional growth with new developments despite economic challenges in 2025.
Lodging Stocks Rebound After President Trump Pulls Back on Tariffs
Hotel industry sees major market gains as Trump reduces tariffs, while various properties announce openings, renovations, and rebranding.
Baird Projects Tariffs to Negatively Impact New Construction
If a "Trump Slump" materializes for a long stretch, analysts at Trust and Baird speculate about what it might mean for the hotel sector.
Companies Assess Their Strength in Possible Downturn
The sell-off in stocks accelerated Friday after a failed attempt in the morning for a rebound: All three indexes fell.
Lodging Stocks Tumble Amid Uncertainty for the Hotel Industry
Various analysts and media sources are taking a stab at what this whole tariff situation will mean to the lodging space.
Al-Bahar Group Boosts Stake in Yotel
The Al-Bahar Group, the majority shareholder of Yotel, has taken an extra 30% stake, raising its total stake in Yotel to more than 95%.
Wyndham Says It Sees No Signs of Distress
The DJIA fell another 12 points, but Nasdaq rallied 151 while the S&P 500 rose 21 points, and the 10-year treasury yield was down .09 to 4.16%. Lodging stocks were mixed with relief finally from the…