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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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Rate Parity Enforcement

1 story · First covered Feb 17, 2026 · Latest Feb 17

Rate Parity Enforcement Coverage

Booking Holdings at $5,300: What the Analyst Upgrades Aren't Pricing

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Feb 17

Booking Holdings at $5,300: What the Analyst Upgrades Aren't Pricing

Wall Street is raising price targets on BKNG again. The earnings math is real. But the question nobody's asking is what happens to the take rate when the hotels fight back.

JC

Jordan Chen 3 min read · Feb 17