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Ryman Pays $867K Per Key for Grande Lakes. That's a 12.5x Multiple on Unaudited Numbers. Consumer Confidence Hit 90.8. Your September Pace Report Already Knows. Hotels Lost 80,000 Workers in Two Months. Demand Didn't Flinch. That's the Problem. Marriott's Credit Card Bonanza Isn't for You. It's About You. Hollywood's A-List Just Gave Four Seasons Seoul a Marketing Campaign Money Can't Buy Radisson Put Itself Inside ChatGPT. Your Guest's Booking Journey Just Changed Without You. Hotels Hiked World Cup Rates 20%. Airbnb Added 52,000 Listings. Guess Who Won. Ryman Pays $867K Per Key for Grande Lakes. That's a 12.5x Multiple on Unaudited Numbers. Consumer Confidence Hit 90.8. Your September Pace Report Already Knows. Hotels Lost 80,000 Workers in Two Months. Demand Didn't Flinch. That's the Problem. Marriott's Credit Card Bonanza Isn't for You. It's About You. Hollywood's A-List Just Gave Four Seasons Seoul a Marketing Campaign Money Can't Buy Radisson Put Itself Inside ChatGPT. Your Guest's Booking Journey Just Changed Without You. Hotels Hiked World Cup Rates 20%. Airbnb Added 52,000 Listings. Guess Who Won.

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Boyd

📈 BYD 📍 Las Vegas, Nevada

1 story · First covered Jul 24, 2026 · Latest Jul 24

Owns Las Vegas

Boyd Coverage

Boyd Holds Margins at 40% While Sands Burns $332M Chasing Yesterday's High Roller

Operations Primary

Jul 24

Boyd Holds Margins at 40% While Sands Burns $332M Chasing Yesterday's High Roller

Las Vegas Sands missed on every number that matters and is spending billions renovating for a VIP segment that just got distracted by the World Cup. Boyd quietly posted a 40% operating margin by doing the unglamorous thing... taking care of the locals who actually show up every week.

MS

Mike Storm 3 min read · Jul 24