📊 Topic

All-inclusive hotels

2 stories · First covered Mar 14, 2026 · Latest Jul 23
Related: RevPAR 1 Hyatt Hotels Corporation 1 Marriott International 1 Franchise economics 1 Franchise Fees 1 Asset-Light Business Model 1 Marriott Bonvoy 1 Asset-Light Model 1 Mark Hoplamazian 1 Management Fees 1 Tanzania 1 Jamaica 1
All-inclusive hotels Coverage
Marriott's All-Inclusive Pipeline Just Hit 20 Properties. The Per-Key Economics Tell a Different Story.
Brands Primary
Jul 23

Marriott's All-Inclusive Pipeline Just Hit 20 Properties. The Per-Key Economics Tell a Different Story.

Marriott signed two more all-inclusive deals with Catalonia Hotels & Resorts, adding 793 rooms in Jamaica and Tanzania. The management fee math on a 522-room conversion versus a 271-room new-build reveals what Marriott is actually optimizing for, and it's not what the press release emphasizes.

JC
Jordan Chen 2 min read · Jul 23
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