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Sunstone Spent $31M on CapEx and Bought Back $36M in Stock. Same Quarter. That's a Statement. RLJ Hit $8.63. H/2 Bought at $7.26. That Spread Is the Whole Story. Marriott Just Raised Its Outlook. The Middle East Math Is What Should Keep You Up Tonight. Marriott's Fee Machine Just Posted a $1.43 Billion Quarter. Guess Who Funded It. PEB's FFO Doubled Year Over Year. The Margin Expansion Is the Line That Matters. Host Hotels Beat Estimates by $36M in EBITDA. RevPAR Missed. That's the Interesting Part. Adelaide Just Added 2,161 Hotel Rooms to Its Pipeline. The Buildings Open. The Demand Is a Bet. Sunstone Spent $31M on CapEx and Bought Back $36M in Stock. Same Quarter. That's a Statement. RLJ Hit $8.63. H/2 Bought at $7.26. That Spread Is the Whole Story. Marriott Just Raised Its Outlook. The Middle East Math Is What Should Keep You Up Tonight. Marriott's Fee Machine Just Posted a $1.43 Billion Quarter. Guess Who Funded It. PEB's FFO Doubled Year Over Year. The Margin Expansion Is the Line That Matters. Host Hotels Beat Estimates by $36M in EBITDA. RevPAR Missed. That's the Interesting Part. Adelaide Just Added 2,161 Hotel Rooms to Its Pipeline. The Buildings Open. The Demand Is a Bet.

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Self-insurance costs

1 story · First covered May 4, 2026 · Latest 2d ago

Self-insurance costs Coverage

MGM's Vegas EBITDAR Dropped 8% While Macau Grew. That's Not a Blip.

Operations

2d ago

MGM's Vegas EBITDAR Dropped 8% While Macau Grew. That's Not a Blip.

MGM just posted its first Las Vegas revenue growth in three quarters and somehow still watched profits shrink. If you think that's just a Vegas problem, you haven't been paying attention to what's happening to operating margins across the entire industry.

MS

Mike Storm 3 min read · 2d ago