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Ryman Pays $867K Per Key for Grande Lakes. That's a 12.5x Multiple on Unaudited Numbers. Consumer Confidence Hit 90.8. Your September Pace Report Already Knows. Hotels Lost 80,000 Workers in Two Months. Demand Didn't Flinch. That's the Problem. Marriott's Credit Card Bonanza Isn't for You. It's About You. Hollywood's A-List Just Gave Four Seasons Seoul a Marketing Campaign Money Can't Buy Radisson Put Itself Inside ChatGPT. Your Guest's Booking Journey Just Changed Without You. Hotels Hiked World Cup Rates 20%. Airbnb Added 52,000 Listings. Guess Who Won. Ryman Pays $867K Per Key for Grande Lakes. That's a 12.5x Multiple on Unaudited Numbers. Consumer Confidence Hit 90.8. Your September Pace Report Already Knows. Hotels Lost 80,000 Workers in Two Months. Demand Didn't Flinch. That's the Problem. Marriott's Credit Card Bonanza Isn't for You. It's About You. Hollywood's A-List Just Gave Four Seasons Seoul a Marketing Campaign Money Can't Buy Radisson Put Itself Inside ChatGPT. Your Guest's Booking Journey Just Changed Without You. Hotels Hiked World Cup Rates 20%. Airbnb Added 52,000 Listings. Guess Who Won.

👤 Person

Stephen Grambling

💼 Analyst, Morgan Stanley

1 story · First covered Mar 14, 2026 · Latest Mar 14

Works at Hyatt Hotels Corporation

Stephen Grambling Coverage

Morgan Stanley Cuts Hyatt's Target to $185 But Keeps Overweight. Here's the Real Number.

Brands

Mar 14

Morgan Stanley Cuts Hyatt's Target to $185 But Keeps Overweight. Here's the Real Number.

A 4.6% price target reduction on a stock trading at $156 still implies 18.5% upside. The interesting question isn't the target... it's what Morgan Stanley's math assumes about Hyatt's asset-light conversion and whether that assumption survives a downturn.

JC

Jordan Chen 2 min read · Mar 14