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UK Hospitality Just Lost 84,000 Jobs Since Last Budget. The Playbook Is Coming Here Next. 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. UK Hospitality Just Lost 84,000 Jobs Since Last Budget. The Playbook Is Coming Here Next. 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.

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Select-Service Urban Hotels

1 story · First covered Mar 9, 2026 · Latest Mar 9

Select-Service Urban Hotels Coverage

$100 Oil Just Repriced Every Hotel P&L Assumption You Made in January

Operations

Mar 9

$100 Oil Just Repriced Every Hotel P&L Assumption You Made in January

WTI blew past $100 on March 9 before settling around $86, but the damage to forward assumptions is already done. The real number isn't the barrel price... it's the 375 basis point spread on hotel mortgage debt that just became a lot harder to refinance.

JC

Jordan Chen 2 min read · Mar 9