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Lisa Vanderpump Just Put Her Name on 188 Rooms. Caesars Is Betting You'll Care. IHG Just Opened a 90-Key Holiday Inn Express in Vijayawada. The India Playbook Is the Story. Hyatt Just Told Wall Street Its Loyalty Program Is a Bank. Owners Should Read the Fine Print. Hilton Built a Velvet Rope Inside Its Own Loyalty Program. Owners Should Be Paying Attention. Airbnb Is Giving Away World Cup Tickets. Your Hotel Isn't. That's the Problem. Your Guests Are Planning Trips With AI. Your Hotel Can't Even Get Its Data Clean. Marriott Just Hit 10,000 Properties. Now Count How Many Owners Are Actually Making Money. Lisa Vanderpump Just Put Her Name on 188 Rooms. Caesars Is Betting You'll Care. IHG Just Opened a 90-Key Holiday Inn Express in Vijayawada. The India Playbook Is the Story. Hyatt Just Told Wall Street Its Loyalty Program Is a Bank. Owners Should Read the Fine Print. Hilton Built a Velvet Rope Inside Its Own Loyalty Program. Owners Should Be Paying Attention. Airbnb Is Giving Away World Cup Tickets. Your Hotel Isn't. That's the Problem. Your Guests Are Planning Trips With AI. Your Hotel Can't Even Get Its Data Clean. Marriott Just Hit 10,000 Properties. Now Count How Many Owners Are Actually Making Money.

📊 Topic

Take Rate Sustainability

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

Take Rate Sustainability Coverage

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

Transactions Primary

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