Wyndham wants to double its India footprint to 150 properties and shift to larger-format hotels. The growth story is compelling. The franchise economics deserve a closer look.
The Baird Hotel Stock Index posted its third straight monthly gain in February, up 5.9%. But brands and REITs are living in two different markets, and the gap is widening.
Three straight months of gains have everyone feeling good about hotel equities. The real number worth watching is the 200-basis-point gap between hotel REITs and the broader REIT index in February.
Wyndham just posted its biggest development year ever while RevPAR dropped across the board. If you're a franchisee, you need to understand what that disconnect actually means for the person signing the checks.
A new study says 43% of employees handed AI tools ended up with MORE work, not less. If you're a hotel operator who bought the pitch that technology would fix your labor problem, we need to talk about what's actually happening on your floors.
Major hotel companies doubled their brand counts in a decade chasing Wall Street's favorite metric: net unit growth. The problem isn't that they built too many brands. It's that they built too many brands that don't mean anything.
Choice declared its first quarterly dividend at $0.2875 per share, yielding 1.1%, while swapping general counsels. One of these things matters for shareholders. The other is a press release.
Wyndham raised its dividend and posted solid 2025 numbers. But the capital allocation story underneath reveals what asset-light really means when growth slows.
