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Foxwoods Is Gutting Itself to Stay Alive. The Playbook Should Look Familiar. Disney's Parks Boss Just Became CEO. That Tells You Where the Money Lives. Booking Holdings' "AI Momentum" Is a $9.1 Billion Cash Flow Machine. Your OTA Commission Check Didn't Get Smaller. Award Shows Don't Build Hotels. The Philippines Expansion They're Celebrating Might. The Hotel Minibar Died 15 Years Ago. Nobody Told the Luxury Brands. A Family Pulled Their Hotel Off the Market. The Reason Is a Succession Plan, Not Sentiment. Disney's Contemporary Resort Deaths Aren't a Disney Problem. They're Your Problem Too. Foxwoods Is Gutting Itself to Stay Alive. The Playbook Should Look Familiar. Disney's Parks Boss Just Became CEO. That Tells You Where the Money Lives. Booking Holdings' "AI Momentum" Is a $9.1 Billion Cash Flow Machine. Your OTA Commission Check Didn't Get Smaller. Award Shows Don't Build Hotels. The Philippines Expansion They're Celebrating Might. The Hotel Minibar Died 15 Years Ago. Nobody Told the Luxury Brands. A Family Pulled Their Hotel Off the Market. The Reason Is a Succession Plan, Not Sentiment. Disney's Contemporary Resort Deaths Aren't a Disney Problem. They're Your Problem Too.

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Argus

1 story · First covered Apr 12, 2026 · Latest Apr 12

Argus Coverage

Host Hotels' 55% Shareholder Return Masks the Question Nobody's Modeling

REITs

Apr 12

Host Hotels' 55% Shareholder Return Masks the Question Nobody's Modeling

Multiple analysts just raised Host Hotels' price target on strong Q4 earnings and smart dispositions. The per-key math on what they're selling versus what they're keeping tells a more interesting story than the consensus rating.

JC

Jordan Chen 2 min read · Apr 12