Luke Martin is Skift’s UK-based Jr. Hospitality Reporter, covering the dynamic world of hotels. Prior to joining Skift, Luke worked at GlobalData, where he covered a wide range of industries including hospitality, automotive, retail, and packaging.
All-inclusives are carrying Hyatt’s growth story. What’s less clear is how much ownership Hyatt wants over the distribution platform that drives those bookings.
Hotel investors and buyers want clarity on interest rates, valuations, and traveler demand. Until then, a lot of capital is sitting on the sidelines because the risks still feel too high.
If Ennismore has a successful IPO, it could reshape how investors value hotel brands. Analysts may give value not just to room revenue and expanding footprints, but also to ancillary sales, guest engagement, and brand equity.
Accor has had at least 3 big re-orgs in a decade. Now it's fine-tuning strategy. Selling stakes in Ennismore and Orient Express could free up resources to more effectively battle the Marriotts of the world.
International expansion is gaining ground at Choice, with full control in Canada and rising overseas openings. But its fortunes still depend heavily on the U.S.
The dollar's decline is splitting the hotel industry along regional lines. European and Asian chains are feeling the pinch while U.S.-based operators barely mention the turbulence.