The Hospitality Newsletter
Today

AI Bans, Inbound Drops, and Scandic Gains

Hoteliers block AI booking agents, international spend slides, and Scandic reaps early M&A rewards.

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Market Snapshot

11 stories
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Booking Defense ·MCR CEO Tyler Morse banned personal AI booking bots to protect high-margin upsells and merchandising revenue from automated consumer agents.

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Inbound Deficit ·International visitor spending in the U.S. will drop 6.3% to $163 billion in 2026, leaving hotel revenues 25% below pre-pandemic levels.

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Portfolio Expansion ·Scandic lifted pro forma earnings per share by 24% after completing its €500 million acquisition of Dalata.

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Clean Hospitality ·Marriott opened the 115-room Sugar House Hotel in Vermont, debuting its first fully electric, net-zero energy property.

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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.

MCR CEO Tyler Morse Moves to Ban AI Bots From Hotel Bookings MCR Hotels chairman and CEO Tyler Morse plans to ban personal AI booking agents, arguing the bots eliminate high-margin … technology Skift · AHLA Urges FTC to Protect Dynamic and Loyalty Pricing AHLA submitted comments to the FTC urging regulators to distinguish between harmful personalized pricing and legitimate … general Lodging Magazine · Braemar Completes Ashford Split to Become Self-Managed REIT Braemar Hotels & Resorts has officially terminated its advisory relationship with Ashford Inc., completing its transitio… finance Hotel Dive · Scandic Posts 24% EPS Lift After Dalata Acquisition Scandic's €500 million acquisition of Dalata delivered an immediate 24% boost to pro forma earnings per share in its fir… finance Skift · US International Visitor Spend to Drop $11B in 2026 Inflation-adjusted spending by international visitors to the U.S. is projected to drop 6.3% to $163 billion in 2026, rem… finance Hotel Dive · United Airlines Blocks Personal AI Agents From Direct Bookings United Airlines has updated its terms of service to prohibit autonomous AI bots and automated tools from booking flights… technology Skift ·
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