For You Deals Tech Brands Operations Pipeline REITs Labor

LIVE

The World Cup Filled Your Rooms. The Question Is What You Learned From It. Hotel Points Lost 25% of Their Value This Year. Owners Should Care More Than They Do. Marriott Just Devalued Your Points Again. The Owners Are Even More Furious Than You Are. Hilton Just Picked Up Hyatt's Cancun Castoff. The Brand Math Is Worth Watching. Marriott's "Free" Nights Cost Up to $200. Hilton and Hyatt Charge Zero. Jamaica's $4.2B Hotel Pipeline Is 10% Delayed. The Per-Key Math Explains Why. A Guest Got Filmed Having Sex in an Airbnb. Hotels Should Be Talking About This. The World Cup Filled Your Rooms. The Question Is What You Learned From It. Hotel Points Lost 25% of Their Value This Year. Owners Should Care More Than They Do. Marriott Just Devalued Your Points Again. The Owners Are Even More Furious Than You Are. Hilton Just Picked Up Hyatt's Cancun Castoff. The Brand Math Is Worth Watching. Marriott's "Free" Nights Cost Up to $200. Hilton and Hyatt Charge Zero. Jamaica's $4.2B Hotel Pipeline Is 10% Delayed. The Per-Key Math Explains Why. A Guest Got Filmed Having Sex in an Airbnb. Hotels Should Be Talking About This.

📊 Topic

VIP/High-roller segment dependency

1 story · First covered Jul 24, 2026 · Latest 3d ago

Competes with Las Vegas Sands

VIP/High-roller segment dependency Coverage

Boyd Holds Margins at 40% While Sands Burns $332M Chasing Yesterday's High Roller

Operations Primary

3d ago

Boyd Holds Margins at 40% While Sands Burns $332M Chasing Yesterday's High Roller

Las Vegas Sands missed on every number that matters and is spending billions renovating for a VIP segment that just got distracted by the World Cup. Boyd quietly posted a 40% operating margin by doing the unglamorous thing... taking care of the locals who actually show up every week.

MS

Mike Storm 3 min read · 3d ago