Wall Street analysts have a consensus price target nearly $25 above Wyndham's current stock price, even as the company quietly removed more rooms than it added in the U.S. last quarter. The question every franchisee should be asking isn't whether the stock recovers... it's what "portfolio optimization" means for the owner who just signed a 20-year agreement.
Wyndham just posted a quarter that looks phenomenal on the earnings call and raises a question nobody on that call is going to ask: what does "portfolio optimization" actually feel like when you're the owner whose property just got optimized out?
Host Hotels unloads Orlando and Jackson Hole for $1.1 billion. Wall Street calls it portfolio optimization. The properties call it Monday morning.
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