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Barclays analysts weighed in with their views on the major U.S.-based hotel groups.

U.S. hoteliers expect strong group sales growth by 2025, driven by demand from tech, healthcare, and construction, with resorts seeing the fastest increase despite federal spending concerns.

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

Ashford Hospitality Trust cut board and management compensation in an attempt to save at least $14 million in EBITDA toward its $50 million goal.

Hilton's strong earnings report boosted lodging stocks, eased election concerns, and led analysts to raise 2025 capital return expectations.

The Canadian hotel industry is rebounding from pandemic lows thanks to blockbuster events like Taylor Swift’s tour, tighter short-term rental rules, and large-scale investments in new hotel developments.

STR reported U.S. hotel data for the week ended November 9. U.S. hotel RevPAR fell -3.5%, with occupancy down -3.5%.

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.

Choice Hotels’ Q3 results led to a stock uptick, while Marriott’s mixed report and lower Q4 guidance saw its shares decline despite share buybacks and a new cost-cutting plan.

Service Properties Trust is reducing its dividend, selling 114 hotels to repay debt and save on capital expenditures, and will continue owning 34% of Sonesta while selling other properties.