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Hilton Just Spent $932M Buying Its Own Stock. Ask Yourself Who That's Really For. MGM China Hit Record Revenue. Then EBITDA Went Backward. MGM Beat Estimates by $0.03. The ADR Decline Is the Number Worth Watching. Churchill Downs Wants to Dump Nine Casinos. The Per-Key Math on Terre Haute Is Brutal. Accor's RevPAR Grew 2.2%. Without the Middle East, It Was 4.6%. That Gap Is the Story. IHG Has Spent $3.9 Billion Buying Back Its Own Stock Since 2022. That's Not Confidence. That's a Capital Allocation Bet. Viceroy Comes Back to Manhattan. The Last Time Didn't End Well. Hilton Just Spent $932M Buying Its Own Stock. Ask Yourself Who That's Really For. MGM China Hit Record Revenue. Then EBITDA Went Backward. MGM Beat Estimates by $0.03. The ADR Decline Is the Number Worth Watching. Churchill Downs Wants to Dump Nine Casinos. The Per-Key Math on Terre Haute Is Brutal. Accor's RevPAR Grew 2.2%. Without the Middle East, It Was 4.6%. That Gap Is the Story. IHG Has Spent $3.9 Billion Buying Back Its Own Stock Since 2022. That's Not Confidence. That's a Capital Allocation Bet. Viceroy Comes Back to Manhattan. The Last Time Didn't End Well.

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portfolio blur

1 story · First covered Feb 18, 2026 · Latest Feb 18

portfolio blur Coverage

IHG Signed 97 Luxury Hotels in 2025. Now Count the Brands.

Brands Primary

Feb 18

IHG Signed 97 Luxury Hotels in 2025. Now Count the Brands.

IHG's luxury signing spree sounds impressive until you map 97 deals across a portfolio that's added four lifestyle brands in five years.

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Elena Voss 4 min read · Feb 18