Articles

Can Hotels Capitalize on Event-Driven Demand as Supply Growth Falters?

The latest hotel supply trends reveal a market shaped by strong event-driven demand and moderating construction activity. Valentine’s Day, the Super Bowl, Mardi Gras, and...

Event-Driven Surges, Chain Scale Divergence, and Core Stability: What February’s Hotel Data Reveals

The first full week of February delivered a meaningful shift in U.S. hotel performance trends. After several weeks of uneven results, national RevPAR growth accelerated,...

Storms, Supply, and Shifting Expectations: Where Hospitality Stands in Early 2026

The hospitality industry entered 2026 navigating weather volatility, uneven market performance, supply expansion, and shifting economic signals. January 2026 hotel performance data underscores how sensitive...

Winter Disruptions & Weekday Strength: What January Hotel Performance Really Says About Demand

January hotel performance is rarely smooth, but the week of January 18–24 delivered a sharper test than expected. While the MLK holiday historically brings softer...

Where the Stress Is Forming in Hospitality: Performance, Debt Timing, and Market Selection

The early performance story for U.S. hotels in 2026 is best described as uneven rather than uniformly weak. After a strong start to the year,...

Consumer Spending in 2026: Income Growth, Tax Refunds, and a Selective Path Forward

The consumer backdrop entering 2026 is best described as measured rather than exuberant. Data from Bank of America Institute, paired with commentary from major investment...