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Your Generator Won't Run the AC. That's a Problem at 105 Degrees. Your Distressed Traveler Agreement Is Sitting in a Drawer. Airline Strike Season Starts in Two Weeks. Leisure Is Filling Your Rooms. It's Not Filling Your P&L. Summit's CFO Just Walked. The Stock Dropped 8%. And Nobody's Saying Why. Hyatt's Biggest Risk Was Never the Hotels. It Was the Family Name on the Door. Cohen & Steers Dumped 7.5 Million Caesars Shares. The Fertitta Deal Explains Why. Fertitta Is Selling $3.2M in Wynn Options While Closing a $17.6B Casino Deal. Follow the Cash. Your Generator Won't Run the AC. That's a Problem at 105 Degrees. Your Distressed Traveler Agreement Is Sitting in a Drawer. Airline Strike Season Starts in Two Weeks. Leisure Is Filling Your Rooms. It's Not Filling Your P&L. Summit's CFO Just Walked. The Stock Dropped 8%. And Nobody's Saying Why. Hyatt's Biggest Risk Was Never the Hotels. It Was the Family Name on the Door. Cohen & Steers Dumped 7.5 Million Caesars Shares. The Fertitta Deal Explains Why. Fertitta Is Selling $3.2M in Wynn Options While Closing a $17.6B Casino Deal. Follow the Cash.

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Distribution Cost

1 story · First covered Feb 16, 2026 · Latest Feb 16

Distribution Cost Coverage

Expedia's Margin Warning Isn't About Expedia. It's About Your OTA Cost.

REITs Primary

Feb 16

Expedia's Margin Warning Isn't About Expedia. It's About Your OTA Cost.

Expedia guided cautious on 2026 margins. Wall Street panicked. Hotel operators should be paying attention for a completely different reason.

JC

Jordan Chen 2 min read · Feb 16