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Anaheim's Transit System Died. Four Hotels Built Their Own in 48 Hours. That's the Story. Hyatt Just Turned Austin's South Congress Hotel Into a Standard. 83 Keys, Zero New Construction. San Antonio Added 42% More Hotel Rooms Since 2019. Demand Didn't Follow. Business Travel Tax Credits Won't Pass Before Your Next Budget Cycle. Price Accordingly. Your Airport Hotel Is About to Get Very Busy. Or Very Empty. There's No Middle Ground This Summer. Consumer Sentiment Just Hit 53.3. Your June Pace Report Already Knows. AHIP's FFO Hit Zero in 2025. The Debt-to-EBITDA Ratio Is the Number That Should Worry You. Anaheim's Transit System Died. Four Hotels Built Their Own in 48 Hours. That's the Story. Hyatt Just Turned Austin's South Congress Hotel Into a Standard. 83 Keys, Zero New Construction. San Antonio Added 42% More Hotel Rooms Since 2019. Demand Didn't Follow. Business Travel Tax Credits Won't Pass Before Your Next Budget Cycle. Price Accordingly. Your Airport Hotel Is About to Get Very Busy. Or Very Empty. There's No Middle Ground This Summer. Consumer Sentiment Just Hit 53.3. Your June Pace Report Already Knows. AHIP's FFO Hit Zero in 2025. The Debt-to-EBITDA Ratio Is the Number That Should Worry You.

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1 story · First covered Feb 16, 2026 · Latest Feb 16

Expedia

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Expedia's Margin Warning Isn't About Expedia. It's About Your OTA Cost.

REITs

Feb 16

Expedia's Margin Warning Isn't About Expedia. It's About Your OTA Cost.

Expedia guided cautious on 2026 margins. Wall Street panicked. Hotel operators should be paying attention for a completely different reason.

JC

Jordan Chen 2 min read · Feb 16