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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. A TV Show Just Got Renewed. Here's Why Your Hotel in Toronto Should Care. Disney's Been Renovating the Grand Floridian for Six Years. And They're Still Not Done. Expedia's B2B Bookings Hit $8.7 Billion. Your OTA Commission Check Just Got More Complicated. Airbnb Just Took On $2.5 Billion in Debt It Didn't Need. That Should Worry You. 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. A TV Show Just Got Renewed. Here's Why Your Hotel in Toronto Should Care. Disney's Been Renovating the Grand Floridian for Six Years. And They're Still Not Done. Expedia's B2B Bookings Hit $8.7 Billion. Your OTA Commission Check Just Got More Complicated. Airbnb Just Took On $2.5 Billion in Debt It Didn't Need. That Should Worry You.

👤 Person

Daniel Politzer

💼 Analyst

1 story · First covered Mar 8, 2026 · Latest Mar 8

Works at J.P. Morgan

Daniel Politzer Coverage

J.P. Morgan Says Hotel AI Will Pay Off in 2026. Let's Check Their Math.

Technology Primary

Mar 8

J.P. Morgan Says Hotel AI Will Pay Off in 2026. Let's Check Their Math.

A sell-side research note claims hotel AI investments hit an "inflection point" this year with measurable EBITDA gains. The headline numbers are impressive. The derived numbers tell a different story.

JC

Jordan Chen 2 min read · Mar 8