Hilton's Q2 beat and raised full-year RevPAR forecast looks fantastic in the earnings deck. It looks different when you realize how much of that momentum came from a one-time event that's already over and a luxury segment most franchisees don't operate in.
Operations
Primary
Mar 10
A Thai hotel group with 80%+ owned assets wants to franchise its way into North America with 12 brands and a planned REIT launch. The math behind that pivot tells a more interesting story than the press release.
A new NYU/BCG report says 98% of hotels are "using AI" and projects a $2.28 billion market by 2030. The actual question nobody's answering: what happens to these systems at 2 AM when your night auditor is alone?
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