📊 Topic

K-shaped Economy

2 stories · First covered Feb 24, 2026 · Latest Mar 7
Related: Occupancy Rate 2 CoStar 1 Corporate group demand 1 Host Hotels & Resorts 1 Tourism Economics 1 RevPAR Growth 1 Midscale Segment 1 Upper-Upscale Segment 1 Luxury Segment 1 Average daily rate (ADR) 1 Revenue Management 1 Luxury Hotel Segment 1
K-shaped Economy Coverage
The Hotel Industry's First Real Down Year Since COVID Hit Everyone Differently. That's the Point.
Operations Primary
Mar 7

The Hotel Industry's First Real Down Year Since COVID Hit Everyone Differently. That's the Point.

2025 gave us the first full-year decline in occupancy and RevPAR since the pandemic... but the executives describing it as "uneven" are burying the real story. Some operators thrived. Some got crushed. And the difference wasn't luck.

MS
Mike Storm 3 min read · Mar 7
Hotel Execs Say Fundamentals Are "Durable." The Data Says It's Complicated.
Technology Primary
Feb 24

Hotel Execs Say Fundamentals Are "Durable." The Data Says It's Complicated.

Industry leaders are projecting confidence while RevPAR growth forecasts sit at half the long-term average and the performance gap between luxury and economy widens into a canyon. The question isn't whether hotels are resilient... it's which hotels.

RP
Rav Patel 3 min read · Feb 24