The Hospitality Newsletter
Today

Earnings Surge Against Regulatory and Debt Headwin

Marriott and Choice lift forecasts while Booking absorbs a $1 billion hit and debt maturities loom.

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Market Snapshot

11 stories
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Regulatory Costs ·Booking Holdings booked a $1 billion revenue hit and accrued loss to settle an FTC probe into Priceline's billing practices.

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Earnings Momentum ·Marriott International raised its full-year earnings outlook after posting 6.5% global RevPAR growth in the third quarter.

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Debt Pressures ·Kabani Hotel Group reported $129 billion in national hotel debt maturing through 2027 during its annual Miami investment forum.

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Casino Expansion ·Sonesta partnered with Boyd Gaming to add 19 casino resorts and over 9,700 rooms to its loyalty and distribution network.

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Our reporting

written from multiple sources
Original operations ·

Mobile POS Lifts In-Stay Guest Spend by Up to 30%

Deploying handheld devices and QR ordering eliminates manual transcription and unlocks double-digit revenue gains across hotel operations.

Written from 2 sources

Original revenue ·

RoomPriceGenie: Only 10% of Hotels Trust AI for Pricing

RoomPriceGenie finds 53 percent of hotels deploy artificial intelligence for rates, but 90 percent refuse autonomous execution amid a talent squeeze.

Written from 3 sources

Original revenue ·

PriceLabs Study Shows 82% of Boutique Guests Weigh Rentals

A survey of over 1,000 travelers shows independent hotel guests cross-shop short-term rentals twice as often as large chain customers.

Written from 4 sources

Original operations ·

33,000 UK Tourism Jobs at Risk as Mayoral Levy Advances

Hoteliers demand a 10% VAT rate and statutory rate caps as ministers advance uncapped municipal tourist tax legislation across England.

Written from 5 sources

Original finance ·

Accor Lifts 2026 EBITDA Target as Q3 Revenue Reaches $1.68B

Luxury and lifestyle outperformance paired with event demand drove 7.7% revenue growth, leading Accor to raise full-year profit projections.

Written from 3 sources

Original operations ·

IHG Targets Secondary Administrative and Leisure Hubs

IHG Hotels & Resorts signs two Holiday Inn properties in Naya Raipur, India, and Luang Prabang, Laos, targeting distinct regional growth engines.

Written from 2 sources

The wire

11 stories today

Everything else worth knowing, summarised and linked to the original.

Booking Takes $1B Hit Over Potential FTC Settlement Booking Holdings recorded a $1 billion hit to revenue and accrued losses amid talks to settle an FTC probe into Pricelin… finance Skift · Hotel Owners Bear the Cost in Brand Versus OTA Distribution Wars The ongoing distribution battle between major hotel brands and OTAs frequently ignores hotel owners, who absorb fees fro… finance Skift · Marriott Lifts Full-Year Outlook on 6.5% Q3 RevPAR Growth Marriott International raised its full-year earnings and RevPAR forecast following strong Q3 results, driven by higher r… finance asianhospitality.com · Airbnb Spends Millions on LA Elections Ahead of 2028 Games Airbnb is investing heavily in Los Angeles political campaigns to lobby for a temporary rollback of short-term rental ru… finance Skift · Sonesta Partners With Boyd Gaming to Add 19 Casino Resorts Sonesta International Hotels and Boyd Gaming have launched an exclusive strategic affiliation to add 19 casino resorts t… operations Lodging Magazine · Kabani Forum Highlights $129B in Maturing Hotel Debt Kabani Hotel Group hosted its 10th Annual Hotel Investment Forum in Miami, bringing together over 300 hospitality leader… finance asianhospitality.com ·
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