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Marriott Just Promised 4,500 Rooms Across Eight Brands in Two Vietnamese Cities. That's Not Strategy. That's a Buffet. Every Major Hotel Brand Just Flooded Vietnam. The Owners Who Flagged First Will Wish They'd Waited. A Casino Resort Spent $500K on March Madness Promos. The Real Question Is What the Tech Stack Looked Like at 2 AM. Barcelona Is Killing 10,000 Short-Term Rentals. Every European Hotelier Should Be Watching. Sandals Is Spending $200M to Renovate Three Resorts. The Hurricane Made Them Do It Right. Choice Hotels' 2026 Guidance Is Basically Flat. And Wall Street Already Noticed. 16,000 Keys Across Four Countries. One Guy's Building a Pan-Asian Hotel Empire Most Americans Haven't Noticed. Marriott Just Promised 4,500 Rooms Across Eight Brands in Two Vietnamese Cities. That's Not Strategy. That's a Buffet. Every Major Hotel Brand Just Flooded Vietnam. The Owners Who Flagged First Will Wish They'd Waited. A Casino Resort Spent $500K on March Madness Promos. The Real Question Is What the Tech Stack Looked Like at 2 AM. Barcelona Is Killing 10,000 Short-Term Rentals. Every European Hotelier Should Be Watching. Sandals Is Spending $200M to Renovate Three Resorts. The Hurricane Made Them Do It Right. Choice Hotels' 2026 Guidance Is Basically Flat. And Wall Street Already Noticed. 16,000 Keys Across Four Countries. One Guy's Building a Pan-Asian Hotel Empire Most Americans Haven't Noticed.

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Jefferies

2 stories · First covered Mar 15, 2026 · Latest 1d ago

Works at Expedia

Jefferies Coverage

Expedia's B2B Bookings Hit $8.7 Billion. Your OTA Commission Check Just Got More Complicated.

Operations

1d ago

Expedia's B2B Bookings Hit $8.7 Billion. Your OTA Commission Check Just Got More Complicated.

Jefferies upgraded Expedia to "Buy" on the thesis that AI will help the OTA cut acquisition costs and grow share. If you're an independent running your own direct booking strategy, that's not a stock tip... it's a competitive threat with a timeline.

RP

Rav Patel 3 min read · 1d ago

IHG's UK Leadership Pick Tells You Exactly Where Their Head Is

Brands

Mar 15

IHG's UK Leadership Pick Tells You Exactly Where Their Head Is

IHG just handed their biggest European market to someone who spent seven years on the ownership side. That's not an accident. That's a signal.

MS

Mike Storm 3 min read · Mar 15