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A Guy Paid £30 to Sleep in a Garage. That's Your Competition Now. OpenTable Wins an Innovation Award. Your Hotel Restaurant Doesn't Care. Oracle Just Rewired How Your PMS Talks to Everything Else. Most GMs Won't Notice Until Something Breaks. 63% of Your Bookings Now Belong to the OTAs. And It's Getting Worse. Marriott's Wellness JV With Lefay Has Five Properties and Zero Disclosed Financials. That's the Story. Monarch's CEO Sold $295K in Stock. He Still Holds $9.2 Billion in Options. Jaipur Sealed Two Hotels Over $880K in Unpaid Taxes. They Paid Up in Two Hours. A Guy Paid £30 to Sleep in a Garage. That's Your Competition Now. OpenTable Wins an Innovation Award. Your Hotel Restaurant Doesn't Care. Oracle Just Rewired How Your PMS Talks to Everything Else. Most GMs Won't Notice Until Something Breaks. 63% of Your Bookings Now Belong to the OTAs. And It's Getting Worse. Marriott's Wellness JV With Lefay Has Five Properties and Zero Disclosed Financials. That's the Story. Monarch's CEO Sold $295K in Stock. He Still Holds $9.2 Billion in Options. Jaipur Sealed Two Hotels Over $880K in Unpaid Taxes. They Paid Up in Two Hours.

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Essentials Portfolio

1 story · First covered Mar 12, 2026 · Latest Mar 12

Hyatt Studios

Hyatt Select

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Essentials Portfolio Coverage

Hyatt's 148,000-Room Pipeline Is Impressive. The Math Behind It Is What Matters.

Brands Primary

Mar 12

Hyatt's 148,000-Room Pipeline Is Impressive. The Math Behind It Is What Matters.

Hyatt is celebrating a record development pipeline and rolling out new brands like they're launching apps. But if you're the owner signing the franchise agreement, the celebration looks a little different from your side of the table.

MS

Mike Storm 3 min read · Mar 12